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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #340,290 out of 790,761 TipRanks' Investors
Success Rate
87 out of 170
profitable transactions
profitable transactions
Average Return
3.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.86%
6-Month Return▼ 2.66%
12-Month Return▲ 7.86%
YTD Return▲ 3.19%
Total Return▲ 39.20%
Best Trade
Bio
Retirement fund
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 0.89%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.22%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.80%
Feb 2025
▲ 9.96%
▼ 3.07%
▼ 1.58%
Mar 2025
▼ 13.14%▲ 2.34%▲ 4.18%
▲ 2.93%▲ 2.10%▲ 1.30%
▲ 10.00%▼ 0.89%▼ 1.41%
▲ 26.01%▲ 5.96%▲ 0.89%
▲ 5.96%▼ 2.41%▼ 5.22%
▲ 5.25%▲ 2.69%▲ 2.99%
▼ 12.86%▼ 1.27%▲ 1.80%
▲ 9.96%▼ 3.07%▼ 1.58%
Recent Activity
ProShares UltraPro QQQ
―
▲ 5.80%
4
Close
Feb 28, 2025
ProShares UltraPro Short QQQ
―
▲ 5.65%
2
Close
Feb 28, 2025
SoFi Technologies
―
▲ 5.05%
2
Close
Jan 30, 2025
Northwest Gas
―
▲ 1.69%
2
Close
Jan 28, 2025
Mackenzie FltgRate E
―
▲ 5.93%
3
Close
Jan 24, 2025
Tempus AI, Inc. Class A
1.02%
▼ 10.47%
1
Open
Jan 23, 2025
Johnson & Johnson
―
▼ 3.89%
13
Close
Jan 22, 2025
BCE
―
▼ 26.14%
7
Close
Jan 05, 2025
Church & Dwight
―
▲ 0.73%
4
Close
Jan 03, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
―
▲ 0.64%
2
Close
Dec 05, 2024
Apple
9.95%
▲ 39.35%
5
Sell
Nov 08, 2024
Morgan Stanley
11.46%
▲ 28.67%
4
Buy
Nov 08, 2024
Royal Bank Of Canada
7.23%
▲ 40.34%
9
Sell
Nov 08, 2024
Realty Income
7.44%
▲ 16.12%
8
Buy
Nov 08, 2024
Pembina Pipeline
2.46%
▲ 17.39%
3
Buy
Nov 08, 2024
Kimberly Clark
7.11%
▲ 20.39%
3
Buy
Nov 08, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
3.34%
▼ 5.43%
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