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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #307,253 out of 767,992 TipRanks' Investors
Success Rate
89 out of 165
profitable transactions
profitable transactions
Average Return
4.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.80%
6-Month Return▲ 5.70%
12-Month Return▲ 16.17%
YTD Return▲ 11.20%
Total Return▲ 40.02%
Best Trade
Bio
Retirement fund
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.18%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.25%
Oct 2024
▲ 19.60%
▲ 3.01%
▼ 0.91%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 0.89%
▲ 25.72%▲ 1.21%▲ 5.18%
▼ 4.22%▲ 2.34%▲ 4.18%
▲ 7.82%▲ 2.10%▲ 1.30%
▲ 5.72%▼ 0.89%▼ 1.25%
▲ 19.60%▲ 3.01%▼ 0.91%
Recent Activity
Apple
8.5%
▲ 34.11%
5
Sell
Nov 08, 2024
Johnson & Johnson
6.96%
▲ 0.60%
12
Buy
Nov 08, 2024
Morgan Stanley
11.51%
▲ 43.65%
4
Buy
Nov 08, 2024
Royal Bank Of Canada
6.8%
▲ 42.82%
9
Sell
Nov 08, 2024
BCE
1.14%
▼ 20.86%
6
Buy
Nov 08, 2024
Realty Income
6.42%
▲ 10.15%
8
Buy
Nov 08, 2024
Pembina Pipeline
2.41%
▲ 25.00%
3
Buy
Nov 08, 2024
Kimberly Clark
5.92%
▲ 9.52%
3
Buy
Nov 08, 2024
Church & Dwight
2.84%
▲ 4.95%
3
Buy
Nov 08, 2024
Mackenzie FltgRate E
0.29%
▲ 4.82%
2
Sell
Nov 08, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
3.27%
▼ 2.92%
1
Open
Nov 08, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.01%
▼ 2.44%
1
Open
Nov 08, 2024
Main Street Capital
―
▲ 5.12%
2
Close
Aug 13, 2024
Broadcom
―
▼ 5.42%
2
Close
Aug 05, 2024
Sysco
―
▲ 0.16%
3
Close
Jul 16, 2024
AbbVie
―
▼ 5.07%
2
Close
Jun 12, 2024
Labrador Iron Ore
―
▼ 3.41%
3
Close
Jun 04, 2024
Russel Metals
―
▼ 17.41%
3
Close
May 31, 2024
ProShares UltraPro QQQ
―
▲ 16.93%
2
Close
Mar 14, 2024
Altria Group
―
▲ 13.16%
9
Close
Mar 12, 2024