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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #126,075 out of 791,381 TipRanks' Investors
Success Rate
76 out of 121
profitable transactions
profitable transactions
Average Return
7.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.20%
6-Month Return▲ 3.49%
12-Month Return▲ 8.77%
YTD Return▲ 0.21%
Total Return▲ 14.96%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.99%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.17%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.45%
▲ 2.93%▲ 2.10%▲ 1.54%
▲ 10.00%▼ 0.89%▼ 0.65%
▲ 26.01%▲ 5.96%▲ 6.70%
▲ 5.75%▼ 2.41%▼ 4.99%
▲ 5.32%▲ 2.69%▲ 3.76%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 2.15%▼ 5.65%▼ 4.17%
Recent Activity
AbbVie
20.33%
▲ 26.37%
9
Buy
Feb 20, 2025
Enterprise Products Partners
7.22%
▲ 18.91%
7
Buy
Feb 20, 2025
Energy Transfer
3.33%
▲ 17.59%
8
Buy
Feb 20, 2025
Microsoft
15.62%
▼ 9.58%
4
Buy
Feb 20, 2025
John Hancock Preferred Income Fund III
2.74%
▼ 1.48%
8
Buy
Feb 20, 2025
Prudential Financial
10.66%
▼ 2.98%
6
Buy
Feb 20, 2025
Sunoco
1.43%
▲ 8.57%
4
Buy
Feb 20, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.06%
▲ 5.34%
4
Buy
Feb 20, 2025
John Hancock Hedged Equity & Income Fund
1.48%
▲ 3.73%
3
Buy
Feb 20, 2025
AllianceBernstein
0.7%
▲ 10.47%
5
Buy
Feb 20, 2025
US Bancorp
2.48%
▲ 1.42%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.31%
▲ 9.45%
5
Buy
Dec 12, 2024
Becton Dickinson
0.53%
▼ 2.24%
3
Buy
Dec 12, 2024
Black Stone Minerals
1.17%
▲ 2.45%
5
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
iShares U.S. Technology ETF
6.28%
▲ 0.65%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.78%
▲ 9.64%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.73%
▼ 0.84%
3
Buy
Jul 12, 2024