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actual - New Portfolio
fake
actualIndividual Investor
Ranked #43,949 out of 746,803 TipRanks' Investors
Success Rate
123 out of 186
profitable transactions
profitable transactions
Average Return
28.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.80%
6-Month Return▲ 11.93%
12-Month Return▲ 13.96%
YTD Return▲ 10.87%
Total Return▲ 115.51%
Best Trade
Bio
Dividend growth and capital appreciation
Performance
24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 5.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.93%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.68%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 3.85%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.15%
▼ 1.87%▲ 1.59%▼ 0.10%
▲ 14.08%▲ 5.22%▲ 0.70%
▲ 5.05%▲ 3.27%▲ 4.93%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 4.00%
▼ 2.25%▲ 3.53%▼ 0.68%
▲ 24.01%▲ 3.79%▲ 3.85%
Recent Activity
AT&T
―
▼ 3.26%
5
Close
Mar 12, 2024
W. P. Carey Inc.
―
▼ 5.50%
4
Close
Mar 12, 2024
Canadian Bank of Commerce
―
▼ 2.64%
4
Close
Mar 12, 2024
Target
―
▲ 39.27%
6
Close
Mar 12, 2024
Xcel Energy
―
▲ 12.48%
5
Close
Mar 12, 2024
Sempra Energy
―
▲ 4.84%
4
Close
Mar 12, 2024
Toronto Dominion Bank
―
▼ 6.22%
3
Close
Mar 12, 2024
Cisco Systems
―
▲ 103.71%
2
Close
Mar 12, 2024
Thermo Fisher
―
▲ 1.96%
2
Close
Mar 12, 2024
UGI
0%
▼ 2.64%
1
Open
Mar 12, 2024
Blue Owl Capital
0%
▲ 4.85%
1
Open
Mar 12, 2024
Evergy
0%
▲ 8.08%
1
Open
Mar 12, 2024
Morgan Stanley
0%
▲ 23.15%
1
Open
Mar 12, 2024
Aberdeen Standard Global Infrastructure Income Fund
0.01%
▲ 11.88%
1
Open
Mar 12, 2024
Prudential Financial
0.74%
▲ 36.31%
1
Open
Feb 26, 2023
Automatic Data Processing
0.32%
▲ 14.16%
1
Open
Feb 23, 2023
Brookfield Infrastructure
―
▲ 47.03%
5
Close
Jan 30, 2023
Nvidia
―
▼ 9.26%
4
Close
Jan 30, 2023
Enterprise Products Partners
―
▲ 15.58%
2
Close
Jan 30, 2023
3M
―
▼ 34.16%
4
Close
Jan 30, 2023