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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #176,994 out of 792,946 TipRanks' Investors
Success Rate
76 out of 139
profitable transactions
profitable transactions
Average Return
14.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.90%
6-Month Return▲ 0.06%
12-Month Return▲ 8.07%
YTD Return▲ 2.96%
Total Return▲ 37.26%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.11%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.20%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.75%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.81%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.36%
▲ 2.93%▲ 2.10%▲ 0.87%
▲ 10.00%▼ 0.89%▼ 1.45%
▲ 26.01%▲ 5.96%▲ 3.11%
▲ 5.39%▼ 2.41%▼ 5.20%
▲ 5.83%▲ 2.69%▲ 4.10%
▼ 12.86%▼ 1.27%▲ 1.75%
▲ 2.82%▼ 4.80%▼ 2.81%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.95%
▲ 33.51%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
20.33%
▲ 3.90%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
8.98%
▼ 4.04%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.13%
▼ 15.07%
1
Open
Sep 25, 2024
SPDR Gold Shares
2.67%
▲ 13.33%
1
Open
Sep 25, 2024
Realty Income
2.41%
▼ 3.81%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.76%
▲ 6.93%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.15%
▼ 7.63%
1
Open
Sep 24, 2024
Johnson & Johnson
2.16%
▲ 5.60%
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
2.15%
▼ 6.81%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.01%
▼ 17.52%
1
Open
Jul 16, 2024