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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #116,478 out of 851,975 TipRanks' Investors
Success Rate
41 out of 60
profitable transactions
profitable transactions
Average Return
38.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.43%
6-Month Return▲ 1.97%
12-Month Return▼ 4.62%
YTD Return▼ 1.48%
Total Return▲ 100.17%
Best Trade
Bio
Blended
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 0.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 5.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.31%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.48%
Jan 2026
▲ 9.25%▲ 5.14%▲ 0.02%
▲ 7.60%▲ 2.30%▼ 1.49%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▼ 5.55%
▲ 10.96%▲ 2.38%▼ 0.31%
▼ 3.58%▲ 0.19%▲ 3.07%
▼ 0.10%▲ 0.08%▲ 0.82%
▲ 4.06%▲ 1.47%▼ 1.48%
Recent Activity
Oxford Lane Capital
0.07%
▼ 22.92%
13
Sell
Oct 25, 2025
ProShares Bitcoin Strategy ETF
1.54%
▼ 27.88%
1
Open
Oct 25, 2025
Alphabet Class C
1.95%
▲ 37.96%
1
Open
Oct 01, 2025
Cornerstone Strategic Value Fund Inc
2.06%
▲ 29.99%
2
Buy
Aug 21, 2025
Oxford Square Capital
3.21%
▼ 3.25%
4
Buy
Jul 07, 2025
AGNC Investment
13.92%
▲ 63.21%
3
Buy
Dec 05, 2024
Chubb
5.35%
▲ 9.87%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.99%
▲ 20.62%
1
Open
Oct 17, 2024
Berkshire Hathaway B
24.92%
▲ 46.61%
5
Buy
Sep 23, 2024
Gladstone Capital
3.56%
▲ 44.82%
3
Buy
Apr 06, 2024
MARA Holdings
―
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
9.55%
▲ 38.64%
1
Open
Feb 26, 2024
Enterprise Products Partners
12.43%
▲ 91.35%
4
Buy
Nov 19, 2023
Bank of America
0.61%
▲ 59.56%
3
Sell
Nov 19, 2023
Delta Air Lines
9.49%
▲ 61.97%
4
Buy
Nov 19, 2023
Antero Midstream
2.28%
▲ 234.73%
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
0.81%
▲ 250.71%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 8.52%
3
Close
May 27, 2022