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2 - New Portfolio
DB
2Individual Investor
Ranked #53,964 out of 747,498 TipRanks' Investors
Success Rate
93 out of 132
profitable transactions
profitable transactions
Average Return
10.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.95%
6-Month Return▲ 10.80%
12-Month Return▲ 13.88%
YTD Return▲ 12.48%
Total Return▲ 26.26%
Best Trade
Bio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.45%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.81%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.79%
Jul 2024
▲ 5.14%▲ 4.57%▲ 2.45%
▼ 1.87%▲ 1.59%▲ 0.82%
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 5.99%
▼ 12.40%▼ 4.03%▼ 2.43%
▲ 11.46%▲ 5.06%▲ 2.06%
▼ 2.25%▲ 3.53%▲ 0.81%
▲ 25.65%▲ 0.88%▲ 3.79%
Recent Activity
Main Street Capital
12.22%
▲ 4.86%
6
Buy
Jul 15, 2024
Cisco Systems
―
▼ 0.93%
12
Close
Jul 01, 2024
Radian Group
11.46%
▲ 38.77%
8
Buy
Jul 01, 2024
Gaming and Leisure
11.12%
▲ 6.53%
4
Buy
Jul 01, 2024
Verizon
10.47%
▲ 1.57%
2
Buy
Jul 01, 2024
Western Midstream Partners
11.49%
▲ 8.69%
2
Buy
Jul 01, 2024
Alphabet Class C
19.66%
▲ 39.40%
9
Buy
Jun 17, 2024
Exelon
5.96%
▼ 9.15%
9
Buy
Jun 14, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 14.71%
11
Close
Jun 04, 2024
Schwab US Dividend Equity ETF
―
▲ 9.15%
12
Close
Jun 04, 2024
Enterprise Products Partners
17.62%
▲ 22.14%
21
Buy
Jun 04, 2024
Coca-Cola
―
▲ 4.53%
9
Close
Mar 28, 2024
Iron Mountain
―
▲ 10.24%
7
Close
Dec 23, 2022
CSX
―
▼ 0.96%
3
Close
Nov 14, 2022
iShares Core Dividend Growth ETF
―
▼ 6.32%
5
Close
Jul 25, 2022
Vanguard Financials ETF
―
▼ 9.78%
4
Close
Jul 22, 2022
SPDR Portfolio S&P 500 ETF
―
▼ 9.99%
4
Close
Jul 20, 2022
Utilities Select Sector SPDR Fund
―
▲ 6.87%
6
Close
May 16, 2022
iShares Core S&P Total U.S. Stock Market ETF
―
▼ 3.20%
4
Close
Apr 11, 2022
Financial Select Sector SPDR Fund
―
▼ 8.86%
5
Close
Mar 10, 2022