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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #132,770 out of 753,381 TipRanks' Investors
Success Rate
75 out of 131
profitable transactions
profitable transactions
Average Return
15.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.62%
6-Month Return▲ 11.44%
12-Month Return▲ 25.39%
YTD Return▲ 17.92%
Total Return▲ 35.99%
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
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.23%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.62%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 1.43%
Aug 2024
▼ 1.87%▲ 1.59%▲ 1.23%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 5.05%▲ 3.27%▲ 5.56%
▼ 12.40%▼ 4.03%▼ 2.69%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▲ 1.62%
▲ 25.76%▲ 1.21%▲ 3.07%
▼ 5.09%▲ 0.98%▲ 1.43%
Recent Activity
Johnson & Johnson
2.26%
▲ 3.46%
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
US Treasury 3 Month Bill ETF
32.15%
▲ 1.25%
2
Buy
Jul 16, 2024
First Trust Rising Dividend Achievers ETF
―
▲ 5.13%
2
Close
Jul 16, 2024
iShares U.S. Basic Materials ETF
2.41%
▼ 1.18%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.32%
▼ 9.25%
1
Open
Jul 16, 2024
Energy Select Sector SPDR Fund
3.08%
▼ 6.76%
2
Sell
May 05, 2024
Pioneer Natural
―
▲ 74.23%
2
Close
May 02, 2024
Exxon Mobil
1.81%
▲ 1.69%
1
Open
May 02, 2024
Valero Energy
―
▲ 138.13%
3
Close
Apr 11, 2024
Vanguard Small-Cap ETF
―
▼ 7.83%
4
Close
Apr 11, 2024
First Trust Value Line Dividend Index Fund
―
▲ 7.95%
5
Close
Apr 11, 2024
Kellanova
―
▲ 5.59%
4
Close
Apr 11, 2024
iShares MSCI Global Metals & Mining Producers ETF
―
▲ 5.05%
2
Close
Apr 11, 2024
WK Kellogg Co
―
▲ 86.31%
3
Close
Apr 11, 2024
Net Lease Office Properties
―
▲ 88.11%
2
Close
Apr 11, 2024