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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #98,610 out of 747,498 TipRanks' Investors
Success Rate
59%
879 out of 1487
profitable transactions
Average Return
17.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.61%
6-Month Return▲ 13.64%
12-Month Return▲ 17.04%
YTD Return▲ 11.93%
Total Return▲ 38.91%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

25.65%0-25.65%
▲ 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
▲ 11.46%
▲ 5.06%
▲ 5.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.41%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 5.68%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 11.46%▲ 5.06%▲ 5.78%
▼ 2.25%▲ 3.53%▲ 2.41%
▲ 25.65%▲ 0.88%▲ 5.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
0.74%
▲ 39.85%
18
Buy
May 16, 2024
Berkshire Hathaway B
▲ 29.24%
3
Sell
May 16, 2024
Schwab U.S. Broad Market ETF
▲ 34.12%
9
Sell
May 16, 2024
Accenture
0.28%
▲ 15.53%
8
Buy
May 15, 2024
MannKind
▼ 1.83%
44
Sell
May 13, 2024
ASML Holding
0.68%
▲ 73.83%
7
Buy
May 07, 2024
iShares 20+ Year Treasury Bond ETF
16.38%
▼ 6.40%
25
Buy
May 07, 2024
Bristol-Myers Squibb
1.19%
▼ 39.45%
19
Buy
May 01, 2024
JD
0.06%
▼ 45.31%
3
Buy
Apr 29, 2024
Amdocs
0.13%
▲ 16.59%
7
Buy
Apr 26, 2024
Invesco DB Commodity Index Tracking Fund
0.16%
▼ 13.83%
11
Buy
Apr 26, 2024
Cirrus Logic
0.72%
▲ 73.06%
11
Sell
Apr 26, 2024
Lattice Semiconductor
0.56%
▼ 11.60%
12
Sell
Apr 26, 2024
Nvidia
3.77%
▲ 569.42%
17
Sell
Apr 26, 2024
NXP Semiconductors
1.45%
▲ 60.19%
17
Sell
Apr 26, 2024
Charles Schwab
0.6%
▲ 19.77%
5
Buy
Apr 26, 2024
SPDR S&P Regional Banking ETF
1.61%
▲ 28.50%
6
Buy
Apr 26, 2024
Recursion Pharmaceuticals
0.77%
▼ 17.12%
9
Buy
Apr 26, 2024
McCormick & Company
0.14%
▼ 16.88%
7
Buy
Apr 22, 2024
Intuit
0.56%
▲ 93.84%
8
Buy
Apr 18, 2024