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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #157,135 out of 737,695 TipRanks' Investors
Success Rate
68 out of 127
profitable transactions
profitable transactions
Average Return
13.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.39%
6-Month Return▲ 15.01%
12-Month Return▲ 20.92%
YTD Return▲ 11.00%
Total Return▲ 28.01%
Best Trade
Bio
Retired for about 3 years. My portfolio reflects about 35 years of saving and investing. I have been on the conservative side and buying and holding.
Performance
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.23%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.98%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.23%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 6.45%▼ 2.17%▼ 3.23%
▲ 9.22%▲ 9.13%▲ 6.98%
▲ 5.14%▲ 4.57%▲ 4.69%
▼ 1.87%▲ 1.59%▲ 1.23%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 5.05%▲ 3.27%▲ 5.56%
▼ 12.40%▼ 4.03%▼ 2.69%
▲ 11.46%▲ 5.06%▲ 2.38%
Recent Activity
First Trust Rising Dividend Achievers ETF
2.4%
▼ 0.88%
1
Open
May 21, 2024
Energy Select Sector SPDR Fund
2.89%
▼ 4.63%
2
Sell
May 05, 2024
Pioneer Natural
―
▲ 74.23%
2
Close
May 02, 2024
Exxon Mobil
1.65%
▲ 1.70%
1
Open
May 02, 2024
Valero Energy
―
▲ 138.14%
3
Close
Apr 11, 2024
Vanguard Small-Cap ETF
―
▼ 7.83%
4
Close
Apr 11, 2024
First Trust Value Line Dividend Index Fund
―
▲ 7.95%
5
Close
Apr 11, 2024
Kellanova
―
▲ 5.60%
4
Close
Apr 11, 2024
iShares MSCI Global Metals & Mining Producers ETF
―
▲ 5.05%
2
Close
Apr 11, 2024
WK Kellogg Co
―
▲ 86.31%
3
Close
Apr 11, 2024
Net Lease Office Properties
―
▲ 88.11%
2
Close
Apr 11, 2024
Advanced Micro Devices
1.22%
▼ 2.11%
1
Open
Apr 11, 2024
NEOS S&P 500 High Income ETF
3.01%
▲ 1.01%
1
Open
Apr 11, 2024
Target
1.14%
▼ 8.23%
1
Open
Apr 11, 2024
US Treasury 3 Month Bill ETF
26.36%
▲ 0.72%
1
Open
Apr 11, 2024
Global X Robotics & Artificial Intelligence ETF
1.87%
▲ 5.96%
1
Open
Jan 23, 2024
Nvidia
5.33%
▲ 48.67%
3
Open
Dec 19, 2023
Apple
0.3%
▲ 56.92%
2
Sell
Dec 19, 2023
Meta Platforms
4.25%
▲ 45.96%
3
Buy
Dec 19, 2023
Franklin Managed Trust Rising Dividends Fund Cl A
―
▲ 1.30%
5
Close
Nov 07, 2023