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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #390,419 out of 775,913 TipRanks' Investors
Success Rate
49%
81 out of 166
profitable transactions
Average Return
3.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.69%
6-Month Return▲ 2.91%
12-Month Return▲ 7.12%
YTD Return▲ 6.03%
Total Return▲ 33.51%

Best Trade

Opened at
Closed at-
Gain▲ 86.17%

Bio

Retirement fund

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.18%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 0.88%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 6.17%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 0.89%
▲ 25.71%▲ 1.21%▲ 5.18%
▼ 4.22%▲ 2.34%▲ 4.18%
▲ 7.82%▲ 2.10%▲ 1.30%
▲ 5.38%▼ 0.89%▼ 1.44%
▲ 43.22%▲ 5.96%▲ 0.88%
▼ 5.24%▼ 2.73%▼ 6.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
▲ 0.64%
2
Close
Dec 05, 2024
SoFi Technologies
0.58%
▼ 1.92%
1
Open
Dec 05, 2024
Apple
9.67%
▲ 44.89%
5
Sell
Nov 08, 2024
Johnson & Johnson
6.7%
▼ 4.36%
12
Buy
Nov 08, 2024
Morgan Stanley
10.83%
▲ 32.27%
4
Buy
Nov 08, 2024
Royal Bank Of Canada
6.95%
▲ 44.72%
9
Sell
Nov 08, 2024
BCE
1%
▼ 28.38%
6
Buy
Nov 08, 2024
Realty Income
6.14%
▲ 3.32%
8
Buy
Nov 08, 2024
Pembina Pipeline
2.17%
▲ 13.01%
3
Buy
Nov 08, 2024
Kimberly Clark
5.89%
▲ 8.22%
3
Buy
Nov 08, 2024
Church & Dwight
2.82%
▲ 2.14%
3
Buy
Nov 08, 2024
Mackenzie FltgRate E
0.29%
▲ 5.84%
2
Sell
Nov 08, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
3.27%
▼ 2.09%
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