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New Portfolio - New Portfolio

PerformancePortfolio Details

4AA27765

New Portfolio
Individual Investor
Ranked #378,806 out of 781,107 TipRanks' Investors
Success Rate
48%
121 out of 251
profitable transactions
Average Return
6.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 2.48%
12-Month Return▲ 17.60%
YTD Return▲ 1.36%
Total Return▲ 49.58%

Best Trade

AssetMicrosoft (MSFT)
Opened at
Closed at-
Gain▲ 277.11%

Bio

Wilberforce Long Term (Medium Risk)

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.10%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.62%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.86%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.33%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.48%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.10%
▲ 8.13%▲ 1.21%▲ 2.62%
▼ 13.14%▲ 2.34%▲ 2.86%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 10.00%▼ 0.89%▼ 2.65%
▲ 26.04%▲ 5.96%▲ 3.33%
▲ 5.93%▼ 2.41%▼ 3.48%
▲ 6.90%▲ 1.96%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TTE
TotalEnergies
―
▲ 23.62%
3
Close
Oct 31, 2024
ADBE
Adobe
―
▲ 52.97%
3
Close
Oct 24, 2024
TM
Toyota Motor
―
▲ 0.93%
4
Close
Oct 24, 2024
BABA
Alibaba
4.69%
▼ 6.99%
6
Buy
Sep 23, 2024
ZTS
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
PFE
Pfizer
4.49%
▼ 7.41%
2
Buy
Sep 23, 2024
CL
Colgate-Palmolive
4.15%
▼ 13.72%
1
Open
Sep 23, 2024
BIDU
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
AAPL
Apple
6.11%
▲ 70.04%
6
Buy
Mar 11, 2024
BRK.B
Berkshire Hathaway B
11.02%
▲ 90.14%
7
Buy
Nov 02, 2023
ASML
ASML Holding
2.99%
▲ 17.84%
3
Sell
Sep 08, 2023
MSFT
Microsoft
5.04%
▲ 154.63%
6
Buy
Aug 31, 2023
AMZN
Amazon
7.24%
▲ 67.82%
4
Buy
Aug 31, 2023
LHX
L3Harris Technologies
―
▼ 17.34%
6
Close
Aug 29, 2023
TMO
Thermo Fisher
―
▲ 0.63%
2
Close
Aug 10, 2023
DIS
Walt Disney
―
▼ 25.26%
6
Close
Jul 25, 2023
TAN
Invesco Solar ETF
―
▲ 0.72%
2
Close
May 22, 2023
NSA
National Storage Affiliates
―
▲ 22.54%
3
Close
Mar 17, 2023
KR
Kroger Company
―
▼ 2.75%
4
Close
Feb 21, 2023
TMUS
T Mobile US
5.16%
▲ 52.82%
2
Buy
Feb 21, 2023