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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #153,778 out of 775,913 TipRanks' Investors
Success Rate
56%
870 out of 1545
profitable transactions
Average Return
18.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.69%
6-Month Return▲ 16.43%
12-Month Return▲ 22.46%
YTD Return▲ 22.24%
Total Return▲ 51.72%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.41%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.49%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.37%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.78%
▼ 2.25%▲ 3.53%▲ 2.41%
▲ 25.71%▲ 1.21%▲ 7.15%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 5.38%▼ 0.89%▼ 0.96%
▲ 43.22%▲ 5.96%▲ 8.49%
▲ 3.34%▼ 1.56%▼ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
21.57%
▲ 72.51%
12
Buy
Dec 19, 2024
Electronic Arts
0.5%
▲ 2.67%
14
Buy
Dec 18, 2024
Alphabet Class C
0.29%
▲ 15.90%
5
Buy
Dec 16, 2024
iShares 20+ Year Treasury Bond ETF
19.36%
▼ 4.70%
32
Buy
Dec 05, 2024
Arista Networks
1.29%
▲ 109.83%
3
Buy
Dec 04, 2024
Cognex
0.24%
▼ 51.35%
10
Buy
Nov 29, 2024
Accenture
0.39%
▲ 25.84%
10
Buy
Nov 19, 2024
Apple
0.46%
▲ 43.03%
23
Sell
Nov 19, 2024
Nvidia
1.51%
▲ 588.23%
23
Sell
Nov 19, 2024
MannKind
9.9%
▲ 0.48%
48
Sell
Nov 19, 2024
Chase Packaging
▼ 74.70%
2
Close
Nov 19, 2024
ASML Holding
0.66%
▲ 35.21%
9
Buy
Nov 13, 2024
Bristol-Myers Squibb
0.61%
▼ 14.61%
23
Buy
Nov 01, 2024
Invesco DB Agriculture Fund
▲ 27.01%
13
Close
Oct 22, 2024
Invesco DB Commodity Index Tracking Fund
▼ 14.80%
15
Sell
Oct 22, 2024
Vanguard Total Stock Market ETF
▲ 16.42%
7
Close
Oct 22, 2024
Walt Disney
0.51%
▲ 4.80%
10
Buy
Oct 21, 2024
Illumina
0.66%
▼ 31.00%
13
Buy
Oct 21, 2024
Recursion Pharmaceuticals
1.29%
▼ 22.56%
13
Buy
Oct 21, 2024
Taiwan Semiconductor Manufacturing
0.23%
▲ 74.45%
9
Buy
Oct 09, 2024