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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #69,549 out of 793,704 TipRanks' Investors
Success Rate
200 out of 314
profitable transactions
profitable transactions
Average Return
20.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.98%
6-Month Return▼ 0.74%
12-Month Return▲ 9.25%
YTD Return▲ 3.58%
Total Return▲ 50.75%
Best Trade
Bio
Aggressive capital preservation
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.35%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.37%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.59%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.40%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 2.98%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.72%
▲ 10.00%▼ 0.89%▼ 2.35%
▲ 26.01%▲ 5.96%▲ 1.37%
▲ 5.33%▼ 2.41%▼ 3.59%
▲ 5.89%▲ 2.69%▲ 3.25%
▼ 12.86%▼ 1.27%▲ 3.40%
▲ 3.73%▼ 4.27%▼ 2.98%
Recent Activity
TSMC
0.67%
▲ 34.19%
3
Buy
Nov 30, 2024
Intel
0.92%
▼ 8.99%
2
Buy
Nov 30, 2024
Super Micro Computer
0.51%
▼ 21.05%
2
Buy
Sep 29, 2024
Canadian Bank of Commerce
―
▲ 25.83%
7
Close
Sep 08, 2024
GE Aerospace
―
▲ 114.61%
6
Close
Jul 29, 2024
Anheuser-Busch Inbev Sa
―
▼ 7.83%
4
Close
Jul 29, 2024
Dow Inc
1.11%
▼ 29.87%
7
Buy
Jun 26, 2024
AT&T
7.11%
▲ 74.26%
7
Buy
Jun 26, 2024
AbbVie
12.36%
▲ 59.53%
7
Buy
Jun 26, 2024
Cubesmart
1.11%
▼ 1.12%
5
Buy
Jun 26, 2024
Bristol-Myers Squibb
1.74%
▲ 34.07%
2
Buy
Jun 26, 2024
Brown Forman A
1.83%
▼ 43.80%
5
Buy
Mar 24, 2024
Centerpoint Energy
3.55%
▲ 52.43%
6
Buy
Mar 24, 2024
Frontline
0.32%
▲ 125.80%
3
Buy
Mar 24, 2024
Main Street Capital
5.35%
▲ 85.85%
6
Buy
Mar 24, 2024
Pfizer
1.85%
▼ 15.77%
7
Buy
Mar 24, 2024
Brown-Forman B
0.46%
▼ 43.13%
5
Buy
Mar 24, 2024
Grupo Aval Acciones y Valores SA Pfd
0.21%
▼ 8.82%
6
Buy
Mar 24, 2024
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.47%
▲ 19.88%
6
Buy
Mar 24, 2024
Walgreens Boots Alliance
1.26%
▼ 59.12%
6
Buy
Mar 24, 2024