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New Portfolio - New Portfolio

PerformancePortfolio Details

Jeff grunow

New Portfolio
Individual Investor
Ranked #114,480 out of 859,217 TipRanks' Investors
Success Rate
68%
41 out of 60
profitable transactions
Average Return
38.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.24%
6-Month Return▲ 0.87%
12-Month Return▲ 2.74%
YTD Return▼ 2.85%
Total Return▲ 97.69%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 345.95%

Bio

Blended

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 5.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.31%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.48%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.83%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 3.50%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 3.38%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 5.55%
▲ 10.96%▲ 2.38%▼ 0.31%
▼ 3.68%▲ 0.19%▲ 3.07%
▼ 0.10%▲ 0.08%▲ 0.82%
▲ 4.06%▲ 1.47%▼ 1.48%
▼ 1.12%▼ 0.86%▼ 7.83%
▲ 0.60%▼ 4.94%▲ 3.50%
▲ 10.48%▲ 6.78%▲ 3.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OXLC
Oxford Lane Capital
0.06%
▼ 30.69%
13
Sell
Oct 25, 2025
BITO
ProShares Bitcoin Strategy ETF
1.34%
▼ 36.45%
1
Open
Oct 25, 2025
GOOG
Alphabet Class C
1.89%
▲ 34.82%
1
Open
Oct 01, 2025
CLM
Cornerstone Strategic Value Fund Inc
1.9%
▲ 24.95%
2
Buy
Aug 21, 2025
OXSQ
Oxford Square Capital
3.28%
▲ 4.64%
4
Buy
Jul 07, 2025
AGNC
AGNC Investment
12.9%
▲ 55.86%
3
Buy
Dec 05, 2024
CB
Chubb
5.59%
▲ 15.95%
1
Open
Nov 24, 2024
SPY
SPDR S&P 500 ETF Trust
3.97%
▲ 21.39%
1
Open
Oct 17, 2024
BRK.B
Berkshire Hathaway B
24.58%
▲ 45.69%
5
Buy
Sep 23, 2024
GLAD
Gladstone Capital
3.18%
▲ 32.61%
3
Buy
Apr 06, 2024
MARA
MARA Holdings
―
▼ 61.64%
2
Close
Feb 26, 2024
VITSX
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
9.54%
▲ 39.48%
1
Open
Feb 26, 2024
EPD
Enterprise Products Partners
13.85%
▲ 114.75%
4
Buy
Nov 19, 2023
BAC
Bank of America
0.61%
▲ 60.91%
3
Sell
Nov 19, 2023
DAL
Delta Air Lines
10.25%
▲ 76.74%
4
Buy
Nov 19, 2023
AM
Antero Midstream
2.55%
▲ 277.94%
3
Sell
Nov 24, 2022
BERK
Berkshire Bancorp
―
▲ 14.06%
2
Close
Nov 04, 2022
SHLX
Shell Midstream
―
▲ 48.66%
4
Close
Oct 18, 2022
XOM
Exxon Mobil
0.85%
▲ 272.62%
3
Sell
Jun 01, 2022
PSHZF
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 8.52%
3
Close
May 27, 2022