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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #77,137 out of 775,923 TipRanks' Investors
Success Rate
78 out of 110
profitable transactions
profitable transactions
Average Return
7.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.19%
6-Month Return▲ 7.74%
12-Month Return-
YTD Return▲ 13.64%
Total Return▲ 13.64%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.67%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.87%
Dec 2024
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.71%▲ 1.21%▲ 3.32%
▼ 4.22%▲ 2.34%▲ 2.45%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.38%▼ 0.89%▼ 0.67%
▲ 43.22%▲ 5.96%▲ 6.70%
▲ 3.34%▼ 1.56%▼ 5.87%
Recent Activity
AbbVie
16.49%
▲ 4.94%
8
Buy
Dec 12, 2024
Enterprise Products Partners
6.61%
▲ 12.53%
6
Buy
Dec 12, 2024
Energy Transfer
3.37%
▲ 26.71%
7
Buy
Dec 12, 2024
Vanguard Mega Cap Value ETF
4.25%
▲ 7.67%
5
Buy
Dec 12, 2024
Becton Dickinson
0.53%
▼ 1.25%
3
Buy
Dec 12, 2024
John Hancock Preferred Income Fund III
2.7%
▼ 2.17%
7
Buy
Dec 12, 2024
Black Stone Minerals
1.09%
▼ 6.47%
5
Buy
Dec 12, 2024
AllianceBernstein
0.67%
▲ 10.70%
4
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
John Hancock Hedged Equity & Income Fund
1.14%
▲ 3.97%
2
Buy
Aug 16, 2024
iShares U.S. Technology ETF
7.12%
▲ 14.71%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.03%
▲ 9.44%
3
Buy
Jul 16, 2024
Vanguard Value ETF
0.77%
▲ 9.07%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.9%
▲ 9.71%
3
Buy
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.43%
▲ 4.29%
1
Open
Jul 12, 2024
iShares U.S. Medical Devices ETF
0.79%
▲ 5.16%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.3%
▼ 2.79%
3
Buy
Jun 18, 2024
Microsoft
17.77%
▲ 3.18%
3
Buy
Jun 18, 2024