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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #46,716 out of 775,923 TipRanks' Investors
Success Rate
421 out of 625
profitable transactions
profitable transactions
Average Return
27.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.26%
6-Month Return▲ 6.29%
12-Month Return▲ 16.89%
YTD Return▲ 16.46%
Total Return▲ 75.16%
Best Trade
Bio
barbell focused on alpha
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.90%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.00%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.19%
Dec 2024
▲ 11.46%▲ 5.06%▲ 3.53%
▼ 2.25%▲ 3.53%▲ 0.90%
▲ 25.71%▲ 1.21%▲ 3.33%
▼ 4.22%▲ 2.34%▲ 1.49%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 5.38%▼ 0.89%▼ 1.08%
▲ 43.22%▲ 5.96%▲ 6.00%
▲ 3.34%▼ 1.56%▼ 5.19%
Recent Activity
Alphabet Class A
7.83%
▲ 53.00%
3
Buy
Dec 15, 2024
Dow Inc
0.58%
▼ 14.85%
20
Buy
Dec 15, 2024
Blue Owl Capital
1.04%
▲ 24.47%
20
Buy
Dec 15, 2024
Prudential Financial
2.91%
▲ 50.49%
23
Buy
Dec 12, 2024
Chevron
5.8%
▲ 42.39%
22
Buy
Dec 10, 2024
Technology Select Sector SPDR Fund
1.33%
▲ 65.07%
6
Buy
Dec 07, 2024
iShares 5-10 Year Investment Grade Corporate Bond ETF
0.07%
▲ 3.58%
9
Sell
Dec 07, 2024
Unum Group
2.89%
▲ 148.36%
19
Buy
Dec 01, 2024
Enterprise Products Partners
3.52%
▲ 60.45%
22
Buy
Dec 01, 2024
AbbVie
2.55%
▲ 46.93%
18
Buy
Dec 01, 2024
Ford Motor
―
▼ 7.47%
15
Close
Dec 01, 2024
Phillips 66
0.83%
▲ 6.42%
12
Buy
Dec 01, 2024
Crown Castle
0.93%
▼ 12.22%
10
Sell
Dec 01, 2024
JPMorgan Chase & Co.
3.67%
▲ 77.10%
19
Buy
Nov 01, 2024
Cisco Systems
0.61%
▲ 28.84%
16
Buy
Nov 01, 2024
Genuine Parts Company
1.36%
▼ 16.33%
9
Buy
Nov 01, 2024
iShares iBonds Dec 2025 Term Corporate ETF
―
▲ 4.97%
12
Close
Nov 01, 2024
iShares 7-10 Year Treasury Bond ETF
―
▼ 0.22%
7
Close
Nov 01, 2024
W. P. Carey Inc.
0.31%
▼ 1.58%
1
Open
Nov 01, 2024
Hewlett Packard Enterprise
0.83%
▲ 61.94%
16
Buy
Oct 18, 2024