New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #248,853 out of 794,370 TipRanks' Investors
Success Rate
56%
105 out of 188
profitable transactions
Average Return
4.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.67%
6-Month Return▲ 2.92%
12-Month Return-
YTD Return▼ 1.60%
Total Return▲ 41.98%

Best Trade

Opened at
Closed at
Gain▲ 156.76%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.30%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.32%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.51%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 10.00%▼ 0.89%▼ 0.51%
▲ 26.01%▲ 5.96%▲ 8.30%
▲ 5.33%▼ 2.41%▼ 3.88%
▲ 5.87%▲ 2.69%▲ 6.01%
▼ 12.86%▼ 1.27%▼ 2.39%
▼ 1.80%▼ 5.57%▼ 6.32%
▲ 0.58%▲ 0.28%▲ 1.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Reddit Inc Class A
2.88%
▼ 12.36%
1
Open
Mar 23, 2025
Tempus AI, Inc. Class A
2.19%
▲ 9.07%
1
Open
Mar 18, 2025
Compass
2.36%
▲ 1.81%
1
Open
Mar 18, 2025
Walmart
3.93%
▲ 5.16%
1
Open
Mar 18, 2025
UnitedHealth
13.76%
▲ 3.85%
1
Open
Mar 18, 2025
Apple
6.87%
▲ 6.24%
5
Buy
Mar 13, 2025
Broadcom
7.54%
▲ 6.92%
5
Open
Mar 09, 2025
Maplebear
3.55%
▲ 5.72%
1
Open
Mar 09, 2025
Verint Systems
1.58%
▼ 16.73%
1
Open
Mar 09, 2025
SentinelOne
2.48%
▲ 3.74%
1
Open
Mar 09, 2025
Expand Energy
4.99%
▲ 15.59%
1
Open
Mar 09, 2025
Meta Platforms
▲ 24.58%
4
Close
Mar 07, 2025
Nvidia
5.32%
▲ 1.77%
4
Buy
Mar 07, 2025
Amazon
▲ 12.10%
4
Close
Mar 07, 2025
Progressive
8.63%
▲ 10.06%
5
Buy
Mar 07, 2025
Exxon Mobil
▼ 3.58%
5
Close
Mar 07, 2025
Microsoft
7.03%
▼ 5.09%
4
Buy
Mar 07, 2025
Robinhood Markets
▲ 111.17%
6
Close
Mar 07, 2025
Micron
▼ 12.01%
6
Close
Mar 07, 2025
Alphabet Class A
▲ 1.48%
3
Close
Mar 07, 2025