Education
About Us
Working with TipRanks
Follow Us
New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #213,200 out of 834,043 TipRanks' Investors
Success Rate
31 out of 47
profitable transactions
profitable transactions
Average Return
22.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.26%
6-Month Return▲ 8.42%
12-Month Return▲ 18.38%
YTD Return▲ 17.55%
Total Return▲ 33.80%
Best Trade
Bio
value & dividend
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.00%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.80%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.29%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.58%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.26%
Dec 2025
▲ 11.63%▲ 6.28%▲ 2.00%
▲ 9.25%▲ 5.14%▲ 3.80%
▲ 7.60%▲ 2.30%▲ 0.70%
▲ 2.76%▲ 2.05%▲ 5.96%
▲ 12.88%▲ 3.56%▼ 0.87%
▲ 10.96%▲ 2.38%▼ 1.29%
▼ 3.57%▲ 0.19%▲ 3.58%
▲ 1.55%▲ 1.31%▲ 0.26%
Recent Activity
AbbVie
7.25%
▲ 57.62%
2
Buy
Jan 06, 2025
Federal Agricultural
2.78%
▲ 35.51%
3
Buy
Jan 06, 2025
Trinity Capital
1.5%
▲ 59.38%
2
Buy
Jan 06, 2025
Nvidia
1.48%
▲ 46.61%
1
Open
Jul 15, 2024
iShares 3-7 Year Treasury Bond ETF
―
▼ 3.00%
2
Close
Feb 14, 2023
Energy Select Sector SPDR Fund
―
▲ 14.75%
2
Close
Feb 14, 2023
Devon Energy
1.14%
▼ 37.75%
3
Buy
Feb 14, 2023
Vanguard Total Bond Market ETF
3.5%
▲ 13.24%
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
3.29%
▲ 57.31%
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
―
▼ 0.75%
2
Close
Aug 18, 2022
British American Tobacco
1.79%
▲ 78.73%
1
Open
Aug 16, 2022
Cubesmart
1.38%
▼ 17.22%
1
Open
Aug 16, 2022