New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #170,861 out of 858,971 TipRanks' Investors
Success Rate
32 out of 47
profitable transactions
profitable transactions
Average Return
28.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.16%
6-Month Return▲ 13.48%
12-Month Return▲ 29.06%
YTD Return▲ 9.62%
Total Return▲ 46.05%
Best Trade
Bio
value & dividend
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.29%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.51%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.09%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 1.22%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.88%
▲ 10.96%▲ 2.38%▼ 1.29%
▼ 3.68%▲ 0.19%▲ 3.51%
▼ 0.10%▲ 0.08%▼ 0.10%
▲ 4.06%▲ 1.47%▲ 5.21%
▼ 1.12%▼ 0.86%▲ 2.84%
▲ 0.60%▼ 4.94%▲ 0.09%
▲ 7.53%▲ 5.50%▲ 1.22%
Recent Activity
AbbVie
6.24%
▲ 42.11%
2
Buy
Jan 06, 2025
Federal Agricultural
2.43%
▲ 24.44%
3
Buy
Jan 06, 2025
Trinity Capital
1.45%
▲ 71.67%
2
Buy
Jan 06, 2025
Nvidia
1.43%
▲ 47.46%
1
Open
Jul 15, 2024
iShares 3-7 Year Treasury Bond ETF
―
▼ 3.00%
2
Close
Feb 14, 2023
Energy Select Sector SPDR Fund
―
▲ 30.57%
2
Close
Feb 14, 2023
Devon Energy
1.43%
▼ 18.24%
3
Buy
Feb 14, 2023
Vanguard Total Bond Market ETF
3.35%
▲ 13.58%
1
Open
Feb 14, 2023
iShares MSCI EAFE Small-Cap ETF
―
▼ 1.15%
2
Close
Jan 09, 2023
iShares Core MSCI Emerging Markets ETF
―
▼ 4.30%
3
Close
Dec 29, 2022
Aurinia Pharmaceuticals
―
▼ 9.73%
2
Close
Nov 02, 2022
Kyndryl Holdings Incorporation
―
▼ 15.63%
2
Close
Nov 02, 2022
OptimizeRx
―
▼ 6.46%
2
Close
Nov 02, 2022
Warner Bros
―
▼ 7.38%
2
Close
Nov 02, 2022
Sunoco
3.97%
▲ 100.43%
2
Buy
Oct 30, 2022
Iron Mountain
―
▲ 4.95%
2
Close
Sep 17, 2022
Kinder Morgan
―
▼ 1.82%
2
Close
Sep 09, 2022
AT&T
―
▼ 0.76%
2
Close
Aug 18, 2022
British American Tobacco
1.77%
▲ 89.32%
1
Open
Aug 16, 2022
Cubesmart
1.45%
▼ 7.50%
1
Open
Aug 16, 2022