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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #30,198 out of 793,101 TipRanks' Investors
Success Rate
463 out of 654
profitable transactions
profitable transactions
Average Return
29.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.59%
6-Month Return▲ 4.28%
12-Month Return▲ 12.54%
YTD Return▲ 3.77%
Total Return▲ 82.46%
Best Trade
Bio
barbell focused on alpha
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.03%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 2.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.43%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 1.60%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.49%
▲ 2.93%▲ 2.10%▲ 1.34%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 26.01%▲ 5.96%▲ 6.03%
▲ 5.34%▼ 2.41%▼ 4.81%
▲ 5.88%▲ 2.69%▲ 2.96%
▼ 12.86%▼ 1.27%▲ 2.43%
▲ 7.47%▼ 3.09%▼ 1.60%
Recent Activity
Alphabet Class A
6.96%
▲ 26.15%
4
Buy
Mar 15, 2025
Prudential Financial
2.85%
▲ 44.21%
24
Buy
Mar 15, 2025
Dow Inc
0.54%
▼ 17.15%
21
Buy
Mar 15, 2025
Blue Owl Capital
1.08%
▲ 25.99%
22
Buy
Mar 15, 2025
Chevron
6.67%
▲ 66.31%
23
Sell
Mar 08, 2025
Phillips 66
0.91%
▲ 22.93%
13
Sell
Mar 08, 2025
Enterprise Products Partners
3.93%
▲ 73.73%
23
Buy
Mar 02, 2025
AbbVie
3.04%
▲ 72.57%
20
Sell
Mar 02, 2025
Ares Capital
0.54%
▲ 20.53%
10
Sell
Feb 24, 2025
Caterpillar
0.42%
▲ 24.11%
2
Buy
Feb 24, 2025
Unum Group
3.41%
▲ 180.23%
20
Buy
Feb 17, 2025
Lowe's
1.7%
▲ 10.43%
7
Buy
Feb 17, 2025
General Dynamics
2.01%
▲ 32.06%
11
Buy
Feb 09, 2025
Freeport-McMoRan
0.59%
▲ 10.69%
12
Buy
Feb 09, 2025
S&T Bancorp
―
▲ 30.03%
11
Close
Feb 05, 2025
JPMorgan Chase
3.89%
▲ 81.20%
20
Buy
Feb 02, 2025
Microsoft
2.84%
▲ 50.93%
8
Buy
Jan 26, 2025
Cisco Systems
0.65%
▲ 33.15%
17
Buy
Jan 26, 2025
Hewlett Packard Enterprise
0.65%
▲ 21.40%
17
Buy
Jan 19, 2025
W. P. Carey Inc.
0.36%
▲ 10.61%
2
Buy
Jan 19, 2025