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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #22,800 out of 793,971 TipRanks' Investors
Success Rate
44 out of 55
profitable transactions
profitable transactions
Average Return
41.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.09%
6-Month Return▲ 7.43%
12-Month Return▲ 16.90%
YTD Return▲ 3.06%
Total Return▲ 104.80%
Best Trade
Bio
Blended
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.35%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.58%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.93%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.73%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 4.09%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.93%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▲ 1.35%
▲ 26.01%▲ 5.96%▲ 6.58%
▲ 5.33%▼ 2.41%▼ 3.93%
▲ 5.89%▲ 2.69%▲ 5.63%
▼ 12.86%▼ 1.27%▲ 1.73%
▼ 1.28%▼ 6.20%▼ 4.09%
Recent Activity
Oxford Lane Capital
19.8%
▲ 17.36%
11
Buy
Jan 24, 2025
AGNC Investment
10.49%
▲ 21.46%
3
Buy
Dec 05, 2024
Chubb
4.68%
▲ 6.12%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
2.89%
▼ 3.33%
1
Open
Oct 17, 2024
Berkshire Hathaway B
24.76%
▲ 62.49%
5
Buy
Sep 23, 2024
Gladstone Capital
4.26%
▲ 79.53%
3
Buy
Apr 06, 2024
Marathon Digital Holdings
―
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
6.91%
▲ 11.20%
1
Open
Feb 26, 2024
Enterprise Products Partners
11.46%
▲ 83.76%
4
Buy
Nov 19, 2023
Bank of America
0.43%
▲ 23.09%
3
Sell
Nov 19, 2023
Delta Air Lines
5.63%
▲ 6.17%
4
Buy
Nov 19, 2023
Antero Midstream
1.95%
▲ 204.16%
3
Sell
Nov 24, 2022
Berkshire Bancorp
―
▲ 14.06%
2
Close
Nov 04, 2022
Shell Midstream
―
▲ 48.66%
4
Close
Oct 18, 2022
Exxon Mobil
0.61%
▲ 187.08%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 8.26%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.48%
▲ 15.10%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.5%
▲ 14.29%
1
Open
May 27, 2022
Oxford Square Capital
1.63%
▲ 17.66%
3
Buy
May 19, 2022
Orchid Island Capital
0.31%
▼ 43.65%
1
Open
Nov 18, 2021