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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #57,170 out of 769,002 TipRanks' Investors
Success Rate
75 out of 102
profitable transactions
profitable transactions
Average Return
10.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.96%
6-Month Return▲ 10.70%
12-Month Return-
YTD Return▲ 15.84%
Total Return▲ 15.84%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.33%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.72%▲ 1.21%▲ 3.32%
▼ 4.22%▲ 2.34%▲ 2.45%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.70%▼ 0.89%▼ 0.61%
▲ 23.63%▲ 3.84%▲ 2.33%
Recent Activity
AbbVie
15.83%
▲ 0.76%
7
Buy
Nov 14, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
John Hancock Preferred Income Fund III
2.29%
▲ 0.23%
6
Buy
Sep 21, 2024
Enterprise Products Partners
6.77%
▲ 18.77%
5
Buy
Aug 27, 2024
Energy Transfer
3.32%
▲ 27.28%
6
Buy
Aug 27, 2024
AllianceBernstein
0.44%
▲ 12.77%
3
Buy
Aug 27, 2024
John Hancock Hedged Equity & Income Fund
1.2%
▲ 6.47%
2
Buy
Aug 16, 2024
iShares U.S. Technology ETF
6.97%
▲ 11.76%
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
1.03%
▲ 7.60%
3
Buy
Jul 16, 2024
Vanguard Mega Cap Value ETF
4.41%
▲ 13.99%
4
Buy
Jul 12, 2024
Vanguard Value ETF
0.81%
▲ 13.12%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
2%
▲ 12.89%
3
Buy
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.47%
▲ 4.29%
1
Open
Jul 12, 2024
Black Stone Minerals
0.59%
▲ 0.46%
4
Buy
Jul 03, 2024
iShares U.S. Medical Devices ETF
0.81%
▲ 7.00%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.31%
▼ 3.90%
3
Buy
Jun 18, 2024
Becton Dickinson
0.46%
▼ 5.06%
2
Buy
Jun 18, 2024
Microsoft
16.78%
▼ 2.01%
3
Buy
Jun 18, 2024