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New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #105,267 out of 833,691 TipRanks' Investors
Success Rate
70%
42 out of 60
profitable transactions
Average Return
36.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.72%
6-Month Return▲ 0.95%
12-Month Return▼ 0.21%
YTD Return▲ 0.68%
Total Return▲ 100.02%

Best Trade

Opened at
Closed at-
Gain▲ 254.48%

Bio

Blended

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.56%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.51%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 5.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.31%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.87%
Nov 2025
▲ 1.45%
▲ 0.97%
▼ 0.54%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.56%
▲ 9.25%▲ 5.14%▲ 0.02%
▲ 7.60%▲ 2.30%▼ 1.49%
▲ 2.76%▲ 2.05%▲ 4.51%
▲ 12.88%▲ 3.56%▼ 5.55%
▲ 10.96%▲ 2.38%▼ 0.31%
▼ 3.57%▲ 0.19%▲ 2.87%
▲ 1.45%▲ 0.97%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
0.08%
▼ 13.35%
13
Sell
Oct 25, 2025
ProShares Bitcoin Strategy ETF
1.71%
▼ 24.29%
1
Open
Oct 25, 2025
Alphabet Class C
1.82%
▲ 28.65%
1
Open
Oct 01, 2025
Cornerstone Strategic Value Fund Inc
2.05%
▲ 27.98%
2
Buy
Aug 21, 2025
Oxford Square Capital
3.01%
▼ 11.12%
4
Buy
Jul 07, 2025
AGNC Investment
13.14%
▲ 50.81%
3
Buy
Dec 05, 2024
Chubb
5.41%
▲ 11.20%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.96%
▲ 19.92%
1
Open
Oct 17, 2024
Berkshire Hathaway B
25.95%
▲ 52.70%
5
Buy
Sep 23, 2024
Gladstone Capital
3.47%
▲ 40.16%
3
Buy
Apr 06, 2024
MARA Holdings
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
9.5%
▲ 37.91%
1
Open
Feb 26, 2024
Enterprise Products Partners
12.03%
▲ 82.19%
4
Buy
Nov 19, 2023
Bank of America
0.64%
▲ 67.86%
3
Sell
Nov 19, 2023
Delta Air Lines
10.15%
▲ 73.31%
4
Buy
Nov 19, 2023
Antero Midstream
2.18%
▲ 217.38%
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
0.69%
▲ 196.19%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▼ 8.52%
3
Close
May 27, 2022