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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #42,072 out of 793,835 TipRanks' Investors
Success Rate
106 out of 147
profitable transactions
profitable transactions
Average Return
12.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.49%
6-Month Return▲ 6.88%
12-Month Return▲ 13.91%
YTD Return▲ 1.82%
Total Return▲ 27.25%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.14%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 6.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 5.49%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.46%
▲ 2.93%▲ 2.10%▼ 0.30%
▲ 10.00%▼ 0.89%▼ 1.20%
▲ 26.01%▲ 5.96%▲ 6.39%
▲ 5.33%▼ 2.41%▼ 0.14%
▲ 5.89%▲ 2.69%▲ 6.25%
▼ 12.86%▼ 1.27%▲ 1.39%
▲ 1.87%▼ 6.20%▼ 5.49%
Recent Activity
Interactive Brokers
2.54%
▲ 16.99%
2
Buy
Mar 26, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025
Ish.Frf Ndx 100
―
▲ 0.47%
4
Close
Mar 26, 2025
Ish.Frf Spx 500
―
▼ 1.63%
5
Close
Mar 26, 2025
TSMC
3.27%
▼ 4.76%
1
Open
Mar 26, 2025
UnitedHealth
0%
▼ 5.01%
2
Sell
Feb 22, 2025
Merck & Company
5.39%
▲ 2.53%
3
Buy
Feb 22, 2025
Booking Holdings
0%
▼ 8.03%
1
Open
Feb 22, 2025
Novo Nordisk
―
▲ 6.98%
2
Close
Feb 21, 2025
Microsoft
7.91%
▼ 6.17%
10
Buy
Jan 31, 2025
BlackRock
5.2%
▲ 19.99%
7
Buy
Jan 30, 2025
ASML Holding
2.97%
▼ 12.06%
1
Open
Jan 04, 2025
VICI Properties
8.94%
▲ 13.23%
11
Buy
Dec 20, 2024
S&P Global
3.31%
▲ 13.04%
5
Buy
Dec 20, 2024
Realty Income
5.1%
▲ 10.03%
4
Buy
Dec 20, 2024
Waste Management
3.26%
▲ 18.50%
5
Buy
Dec 20, 2024
Christian Dior
6.48%
▼ 11.53%
6
Buy
Dec 10, 2024
Visa
6.41%
▲ 27.75%
10
Buy
Nov 22, 2024
JPMorgan Chase
4.27%
▲ 34.13%
8
Buy
Nov 22, 2024
Citigroup
―
▲ 60.78%
3
Close
Nov 22, 2024