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1 - New Portfolio

PerformancePortfolio Details

DB

1
Individual Investor
Ranked #22,015 out of 788,370 TipRanks' Investors
Success Rate
79%
379 out of 483
profitable transactions
Average Return
26.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 12.47%
12-Month Return▲ 24.40%
YTD Return▲ 6.30%
Total Return▲ 66.99%

Best Trade

AssetEnergy Tran... (ET)
Opened at
Closed at-
Gain▲ 209.00%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.98%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.70%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.53%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.73%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.77%
▼ 13.14%▲ 2.34%▲ 1.19%
▲ 2.93%▲ 2.10%▲ 1.84%
▲ 9.99%▼ 0.89%▼ 0.98%
▲ 26.03%▲ 5.96%▲ 8.70%
▲ 5.97%▼ 2.41%▼ 5.02%
▲ 5.25%▲ 2.69%▲ 5.53%
▼ 9.08%▲ 1.42%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BKR
Baker Hughes Company
1.03%
▲ 34.56%
10
Buy
Feb 21, 2025
GBDC
Golub Capital Bdc
1.85%
▲ 4.95%
15
Buy
Feb 20, 2025
NVDA
Nvidia
3.13%
▲ 2.41%
17
Buy
Feb 19, 2025
AB
AllianceBernstein
1.16%
▼ 0.80%
13
Buy
Feb 18, 2025
EPD
Enterprise Products Partners
6.91%
▲ 19.28%
14
Buy
Feb 15, 2025
MPLX
MPLX
7.45%
▲ 59.29%
32
Buy
Feb 15, 2025
VZ
Verizon
2.13%
▲ 1.16%
8
Buy
Feb 04, 2025
ARCC
Ares Capital
3.83%
▲ 18.49%
27
Buy
Jan 31, 2025
CMCSA
Comcast
2.05%
▼ 11.70%
14
Buy
Jan 30, 2025
ABT
Abbott Laboratories
7.09%
▲ 27.13%
21
Sell
Jan 24, 2025
RTX
RTX
6.86%
▲ 37.67%
24
Sell
Jan 16, 2025
EPRT
Essential Properties Realty
3.12%
▲ 25.55%
22
Buy
Jan 14, 2025
SPLG
SPDR Portfolio S&P 500 ETF
―
▲ 19.69%
11
Close
Jan 03, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
1.27%
▼ 1.09%
1
Open
Jan 03, 2025
NJR
New Jersey Resources
1.85%
▲ 3.77%
6
Buy
Jan 02, 2025
XLF
Financial Select Sector SPDR Fund
3.17%
▲ 40.74%
15
Buy
Dec 27, 2024
D
Dominion Energy
4.01%
▼ 12.12%
8
Buy
Dec 21, 2024
GLPI
Gaming and Leisure
2.75%
▲ 4.73%
2
Buy
Dec 20, 2024
GOOG
Alphabet Class C
4.68%
▲ 32.99%
17
Buy
Dec 17, 2024
PG
Procter & Gamble
7.58%
▲ 21.42%
27
Sell
Dec 11, 2024