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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #104,326 out of 747,498 TipRanks' Investors
Success Rate
67%
60 out of 90
profitable transactions
Average Return
5.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.24%
6-Month Return-
12-Month Return-
YTD Return▲ 8.89%
Total Return▲ 8.89%

Best Trade

Opened at
Closed at-
Gain▲ 47.84%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.68%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 4.58%
▲ 5.05%▲ 3.27%▲ 2.28%
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.68%
▲ 25.65%▲ 0.88%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
▼ 0.84%
2
Close
Jul 18, 2024
AllianceBernstein
0%
▲ 0.65%
1
Open
Jul 18, 2024
iShares U.S. Technology ETF
5.98%
▲ 5.82%
4
Buy
Jul 17, 2024
CVS Health
▼ 20.73%
3
Close
Jul 16, 2024
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.03%
▼ 0.38%
3
Buy
Jul 16, 2024
Vanguard Mega Cap Value ETF
4.36%
▲ 6.34%
4
Buy
Jul 12, 2024
John Hancock Preferred Income Fund III
2.45%
▲ 6.79%
3
Buy
Jul 12, 2024
Vanguard Value ETF
0.8%
▲ 5.16%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.94%
▲ 4.32%
3
Buy
Jul 12, 2024
Invesco Global Health Care Fund Cl A
1.16%
▼ 1.63%
1
Open
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.47%
▼ 1.44%
1
Open
Jul 12, 2024
Black Stone Minerals
0.65%
▼ 0.38%
4
Buy
Jul 03, 2024
Energy Transfer
2.49%
▲ 11.90%
5
Buy
Jun 18, 2024
iShares U.S. Medical Devices ETF
0.8%
▲ 0.55%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.69%
▲ 6.57%
3
Buy
Jun 18, 2024
Becton Dickinson
0.5%
▼ 1.90%
2
Buy
Jun 18, 2024
Microsoft
18.91%
▲ 2.91%
3
Buy
Jun 18, 2024
Prudential Financial
12.93%
▲ 10.42%
5
Buy
Jun 18, 2024
Snowflake
0.41%
▼ 0.63%
1
Open
Jun 17, 2024
John Hancock Hedged Equity & Income Fund
0.33%
▲ 3.36%
1
Open
Jun 13, 2024