New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #201,160 out of 767,968 TipRanks' Investors
Success Rate
54%
75 out of 139
profitable transactions
Average Return
14.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.91%
6-Month Return▲ 6.12%
12-Month Return▲ 27.45%
YTD Return▲ 19.42%
Total Return▲ 37.73%

Best Trade

Opened at
Closed at
Gain▲ 232.78%

Bio

Retired for about 3 years. My portfolio reflects about 35 years of saving and investing. I have been on the conservative side and buying and holding.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.28%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 0.81%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.69%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▲ 1.60%
▲ 25.72%▲ 1.21%▲ 3.07%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 5.72%▼ 0.89%▼ 1.28%
▲ 19.60%▲ 3.01%▲ 0.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.83%
▲ 27.16%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
20.09%
▲ 2.40%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
9.16%
▼ 1.07%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.13%
▼ 14.54%
1
Open
Sep 25, 2024
SPDR Gold Shares
2.24%
▼ 3.72%
1
Open
Sep 25, 2024
Realty Income
2.41%
▼ 4.38%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.6%
▲ 1.50%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.21%
▼ 4.64%
1
Open
Sep 24, 2024
Johnson & Johnson
2%
▼ 2.19%
5
Buy
Aug 07, 2024
Nvidia
▲ 39.42%
4
Close
Aug 05, 2024
Amazon
▼ 5.07%
2
Close
Aug 05, 2024
Broadcom
▲ 232.78%
3
Close
Aug 05, 2024
Microsoft
▲ 63.85%
3
Close
Aug 05, 2024
Alphabet Class C
▲ 32.39%
2
Close
Aug 05, 2024
First Trust Rising Dividend Achievers ETF
▲ 5.13%
2
Close
Jul 16, 2024
iShares U.S. Basic Materials ETF
2.25%
▼ 2.10%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.12%
▼ 12.33%
1
Open
Jul 16, 2024