BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #148,506 out of 764,637 TipRanks' Investors
Success Rate
56%
857 out of 1532
profitable transactions
Average Return
16.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.20%
6-Month Return▲ 13.21%
12-Month Return▲ 35.46%
YTD Return▲ 15.03%
Total Return▲ 42.76%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.41%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.15%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.87%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.61%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.72%
▲ 11.46%▲ 5.06%▲ 5.78%
▼ 2.25%▲ 3.53%▲ 2.41%
▲ 25.72%▲ 1.21%▲ 7.15%
▼ 4.21%▲ 2.34%▲ 1.51%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 6.02%▼ 0.89%▼ 0.87%
▼ 2.13%▲ 0.42%▲ 0.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bristol-Myers Squibb
0.6%
▼ 19.86%
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
Electronic Arts
0.6%
▲ 5.38%
12
Sell
Oct 21, 2024
Walt Disney
0.45%
▼ 8.47%
10
Buy
Oct 21, 2024
Nvidia
1.79%
▲ 591.81%
22
Sell
Oct 21, 2024
Illumina
0.77%
▼ 25.04%
13
Buy
Oct 21, 2024
MannKind
10.67%
▲ 0.91%
47
Sell
Oct 21, 2024
Recursion Pharmaceuticals
1.46%
▼ 17.81%
13
Buy
Oct 21, 2024
Taiwan Semiconductor Manufacturing
0.23%
▲ 70.68%
9
Buy
Oct 09, 2024
NXP Semiconductors
0.55%
▲ 32.63%
20
Buy
Oct 09, 2024
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
21.97%
▲ 90.59%
11
Buy
Oct 07, 2024
iShares 20+ Year Treasury Bond ETF
20.68%
▼ 7.87%
29
Buy
Oct 04, 2024
Crown Castle
0.12%
▼ 29.16%
9
Buy
Sep 30, 2024
SPDR S&P BIOTECH ETF
0.52%
▼ 6.84%
5
Buy
Sep 26, 2024
Alphabet Class C
0.27%
▲ 7.67%
4
Buy
Sep 17, 2024
Cirrus Logic
0.4%
▲ 41.53%
13
Sell
Sep 17, 2024
Apple
0.44%
▲ 37.60%
21
Sell
Sep 17, 2024
Skyworks Solutions
0.33%
▼ 13.94%
20
Buy
Sep 10, 2024