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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #44,703 out of 764,630 TipRanks' Investors
Success Rate
76 out of 101
profitable transactions
profitable transactions
Average Return
8.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.51%
6-Month Return▲ 11.42%
12-Month Return-
YTD Return▲ 13.72%
Total Return▲ 13.72%
Best Trade
Bio
Performance
25.72%0-25.72%
▲ 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%
▲ 1.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 5.05%▲ 3.27%▲ 2.28%
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.72%▲ 1.21%▲ 3.32%
▼ 4.21%▲ 2.34%▲ 2.68%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 6.02%▼ 0.89%▼ 0.61%
Recent Activity
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
John Hancock Preferred Income Fund III
2.34%
▲ 2.17%
6
Buy
Sep 21, 2024
Enterprise Products Partners
6.06%
▲ 7.68%
5
Buy
Aug 27, 2024
Energy Transfer
2.89%
▲ 10.41%
6
Buy
Aug 27, 2024
AllianceBernstein
0.45%
▲ 11.23%
3
Buy
Aug 27, 2024
John Hancock Hedged Equity & Income Fund
1.19%
▲ 6.26%
2
Buy
Aug 16, 2024
iShares U.S. Technology ETF
6.68%
▲ 7.37%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.83%
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%
▲ 4.23%
3
Buy
Jul 16, 2024
Vanguard Mega Cap Value ETF
4.28%
▲ 11.28%
4
Buy
Jul 12, 2024
Vanguard Value ETF
0.78%
▲ 10.29%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.88%
▲ 7.44%
3
Buy
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.46%
▲ 1.64%
1
Open
Jul 12, 2024
Black Stone Minerals
0.58%
▼ 6.25%
4
Buy
Jul 03, 2024
iShares U.S. Medical Devices ETF
0.79%
▲ 5.55%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.37%
▼ 0.34%
3
Buy
Jun 18, 2024
Becton Dickinson
0.48%
▲ 0.42%
2
Buy
Jun 18, 2024
Microsoft
16.75%
▼ 3.21%
3
Buy
Jun 18, 2024
Prudential Financial
11.95%
▲ 9.44%
5
Buy
Jun 18, 2024