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taxable - New Portfolio

PerformancePortfolio Details

tim.a

taxable
Individual Investor
Ranked #35,950 out of 788,370 TipRanks' Investors
Success Rate
71%
457 out of 648
profitable transactions
Average Return
30.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.07%
6-Month Return▲ 7.60%
12-Month Return▲ 16.61%
YTD Return▲ 4.16%
Total Return▲ 83.01%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 471.84%

Bio

barbell focused on alpha

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.00%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.87%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.47%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.33%
▼ 13.14%▲ 2.34%▲ 1.49%
▲ 2.93%▲ 2.10%▲ 1.34%
▲ 9.99%▼ 0.89%▼ 1.11%
▲ 26.03%▲ 5.96%▲ 6.00%
▲ 5.97%▼ 2.41%▼ 4.87%
▲ 5.25%▲ 2.69%▲ 2.65%
▼ 9.08%▲ 1.42%▲ 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UNM
Unum Group
2.94%
▲ 149.02%
20
Buy
Feb 17, 2025
ABBV
AbbVie
2.92%
▲ 66.72%
19
Buy
Feb 17, 2025
LOW
Lowe's
1.69%
▲ 13.41%
7
Buy
Feb 17, 2025
ARCC
Ares Capital
1.1%
▲ 24.37%
9
Buy
Feb 17, 2025
GD
General Dynamics
1.79%
▲ 20.73%
11
Buy
Feb 09, 2025
FCX
Freeport-McMoRan
0.51%
▼ 1.62%
12
Buy
Feb 09, 2025
STBA
S&T Bancorp
―
▲ 30.03%
11
Close
Feb 05, 2025
JPM
JPMorgan Chase & Co.
4.02%
▲ 93.02%
20
Buy
Feb 02, 2025
MSFT
Microsoft
2.86%
▲ 56.74%
8
Buy
Jan 26, 2025
CSCO
Cisco Systems
0.66%
▲ 39.72%
17
Buy
Jan 26, 2025
HPE
Hewlett Packard Enterprise
0.8%
▲ 54.35%
17
Buy
Jan 19, 2025
OBDC
Blue Owl Capital
1.06%
▲ 28.23%
21
Buy
Jan 19, 2025
WPC
W. P. Carey Inc.
0.35%
▲ 11.02%
2
Buy
Jan 19, 2025
AAPL
Apple
―
▲ 96.92%
4
Close
Jan 12, 2025
VICI
VICI Properties
1%
▲ 10.73%
15
Buy
Jan 12, 2025
GPC
Genuine Parts Company
1.42%
▼ 10.20%
10
Buy
Jan 01, 2025
SPG
Simon Property
3.17%
▲ 87.73%
18
Buy
Dec 31, 2024
AVGO
Broadcom
3.24%
▲ 239.83%
7
Buy
Dec 31, 2024
KHC
Kraft Heinz
0.66%
▼ 8.56%
15
Buy
Dec 31, 2024
CCI
Crown Castle
0.95%
▼ 9.51%
11
Buy
Dec 31, 2024