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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #262,711 out of 775,913 TipRanks' Investors
Success Rate
71 out of 139
profitable transactions
profitable transactions
Average Return
13.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.78%
6-Month Return▲ 2.37%
12-Month Return▲ 14.94%
YTD Return▲ 14.60%
Total Return▲ 32.17%
Best Trade
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
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.60%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.15%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.07%
Dec 2024
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▲ 1.60%
▲ 25.71%▲ 1.21%▲ 3.07%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 5.38%▼ 0.89%▼ 1.43%
▲ 43.22%▲ 5.96%▲ 3.15%
▲ 3.34%▼ 1.56%▼ 6.07%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.76%
▲ 22.41%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
20.42%
▲ 2.86%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
9.72%
▲ 3.34%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.19%
▼ 13.50%
1
Open
Sep 25, 2024
SPDR Gold Shares
2.33%
▼ 1.48%
1
Open
Sep 25, 2024
Realty Income
2.28%
▼ 10.31%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.6%
▲ 0.68%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.12%
▼ 9.65%
1
Open
Sep 24, 2024
Johnson & Johnson
1.91%
▼ 7.51%
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
2.1%
▼ 9.58%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.18%
▼ 11.33%
1
Open
Jul 16, 2024