tiprankstipranks

BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #105,413 out of 734,495 TipRanks' Investors
Success Rate
57%
854 out of 1485
profitable transactions
Average Return
16.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.36%
6-Month Return▲ 22.21%
12-Month Return▲ 27.77%
YTD Return▲ 6.57%
Total Return▲ 32.26%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 7.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.02%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.76%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.72%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 8.99%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 7.00%
▲ 9.22%▲ 9.13%▲ 12.02%
▲ 5.14%▲ 4.57%▲ 10.54%
▼ 1.87%▲ 1.59%▼ 3.13%
▲ 14.08%▲ 5.22%▲ 6.76%
▲ 5.05%▲ 3.27%▲ 1.36%
▼ 12.40%▼ 4.03%▼ 6.72%
▲ 12.37%▲ 5.54%▲ 8.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Berkshire Hathaway B
▲ 30.03%
3
Close
May 16, 2024
Schwab U.S. Broad Market ETF
▲ 35.69%
9
Close
May 16, 2024
MannKind
▼ 1.83%
44
Sell
May 13, 2024
ASML Holding
0.73%
▲ 81.99%
7
Buy
May 07, 2024
iShares 20+ Year Treasury Bond ETF
16.88%
▼ 7.23%
25
Buy
May 07, 2024
Bristol-Myers Squibb
1.28%
▼ 36.74%
19
Buy
May 01, 2024
JD
0.08%
▼ 29.98%
3
Buy
Apr 29, 2024
Amdocs
0.14%
▲ 15.71%
7
Buy
Apr 26, 2024
Invesco DB Commodity Index Tracking Fund
0.17%
▼ 10.67%
11
Buy
Apr 26, 2024
Cirrus Logic
0.62%
▲ 44.23%
11
Sell
Apr 26, 2024
Lattice Semiconductor
0.74%
▲ 13.73%
12
Sell
Apr 26, 2024
Nvidia
3.14%
▲ 437.19%
17
Sell
Apr 26, 2024
NXP Semiconductors
1.51%
▲ 61.81%
17
Sell
Apr 26, 2024
Charles Schwab
0.78%
▲ 51.80%
5
Buy
Apr 26, 2024
SPDR S&P Regional Banking ETF
1.52%
▲ 17.21%
6
Buy
Apr 26, 2024
Recursion Pharmaceuticals
1%
▲ 9.02%
9
Buy
Apr 26, 2024
McCormick & Company
0.15%
▼ 15.70%
7
Buy
Apr 22, 2024
Intuit
0.6%
▲ 99.49%
8
Buy
Apr 18, 2024
Micron
0.27%
▲ 93.81%
8
Buy
Apr 16, 2024
The Toro Company
0.14%
▼ 15.83%
7
Buy
Apr 12, 2024