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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #23,700 out of 747,498 TipRanks' Investors
Success Rate
422 out of 572
profitable transactions
profitable transactions
Average Return
25.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.84%
6-Month Return▲ 12.72%
12-Month Return▲ 17.87%
YTD Return▲ 12.67%
Total Return▲ 69.46%
Best Trade
Bio
barbell focused on alpha
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.88%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.24%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.23%
▼ 1.87%▲ 1.59%▲ 0.71%
▲ 14.08%▲ 5.22%▲ 3.55%
▲ 5.05%▲ 3.27%▲ 5.08%
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 11.46%▲ 5.06%▲ 3.53%
▼ 2.25%▲ 3.53%▲ 0.88%
▲ 25.65%▲ 0.88%▲ 2.24%
Recent Activity
Hewlett Packard Enterprise
0.82%
▲ 58.95%
15
Buy
Jul 21, 2024
Genuine Parts Company
1.1%
▼ 5.55%
8
Buy
Jul 21, 2024
iShares iBonds Dec 2025 Term Corporate ETF
0.25%
▲ 5.78%
8
Buy
Jul 21, 2024
Crown Castle
1.19%
▲ 0.12%
8
Buy
Jul 21, 2024
iShares 5-10 Year Investment Grade Corporate Bond ETF
0.48%
▲ 5.87%
5
Buy
Jul 21, 2024
Simon Property
2.78%
▲ 61.10%
16
Buy
Jul 16, 2024
Apple
0.71%
▲ 88.02%
3
Sell
Jul 16, 2024
Vanguard FTSE Developed Markets ETF
0.39%
▲ 12.59%
9
Buy
Jul 16, 2024
VICI Properties
1%
▲ 5.76%
13
Buy
Jul 16, 2024
Kraft Heinz
0.72%
▼ 4.45%
13
Buy
Jul 16, 2024
Blue Owl Capital
1.06%
▲ 22.53%
17
Buy
Jul 16, 2024
Ares Capital
0.5%
▲ 13.28%
6
Buy
Jul 16, 2024
S&T Bancorp
0.29%
▲ 35.26%
8
Sell
Jul 16, 2024
Ford Motor
0.3%
▲ 15.37%
12
Sell
Jul 12, 2024
Snowflake
―
▼ 4.45%
2
Close
Jul 12, 2024
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.28%
▲ 38.94%
18
Buy
Jun 27, 2024
SPDR Portfolio S&P 500 Growth ETF
11.99%
▲ 41.54%
15
Buy
Jun 27, 2024
Financial Select Sector SPDR Fund
3.29%
▲ 37.63%
18
Buy
Jun 27, 2024
SPDR S&P BIOTECH ETF
0.75%
▲ 4.30%
5
Buy
Jun 27, 2024
Health Care Select Sector SPDR Fund
2.24%
▲ 20.76%
13
Buy
Jun 27, 2024