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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #223,881 out of 821,418 TipRanks' Investors
Success Rate
57%
1019 out of 1783
profitable transactions
Average Return
20.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.91%
6-Month Return▲ 45.65%
12-Month Return▲ 19.10%
YTD Return▲ 13.37%
Total Return▲ 69.74%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 8.32%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 3.18%
May 2025
▲ 2.59%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 0.50%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 4.15%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 2.19%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 8.32%
▼ 3.50%▼ 0.87%▲ 0.39%
▲ 7.77%▲ 6.28%▲ 3.18%
▲ 2.59%▲ 5.14%▲ 9.61%
▲ 22.60%▲ 2.30%▲ 0.50%
▼ 1.95%▲ 2.05%▲ 4.50%
▲ 6.01%▲ 3.56%▲ 4.15%
▲ 1.27%▲ 0.45%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Domino's Pizza
0.96%
▼ 4.34%
5
Buy
Oct 01, 2025
Broadcom
1.43%
▲ 105.01%
11
Buy
Oct 01, 2025
Schwab US Dividend Equity ETF
4.78%
▲ 2.22%
8
Buy
Oct 01, 2025
American International Group
0.53%
▼ 2.24%
5
Buy
Oct 01, 2025
iShares 20+ Year Treasury Bond ETF
0.68%
▼ 4.27%
44
Sell
Sep 23, 2025
SPDR S&P Regional Banking ETF
0.91%
▲ 30.38%
11
Buy
Sep 23, 2025
Vanguard Short-Term Treasury ETF
2.76%
▲ 0.13%
6
Buy
Sep 23, 2025
UnitedHealth
1.13%
▲ 0.75%
8
Buy
Sep 23, 2025
iShares Short Treasury Bond ETF
2.28%
▼ 0.08%
10
Sell
Sep 23, 2025
iShares 3-7 Year Treasury Bond ETF
3.25%
▼ 0.23%
1
Buy
Sep 23, 2025
iShares Semiconductor ETF
4.71%
▲ 18.98%
9
Buy
Sep 19, 2025
Everest Group
0.89%
▲ 4.18%
3
Buy
Sep 19, 2025
Affirm Holdings
0.85%
▲ 310.81%
19
Sell
Sep 16, 2025
Cirrus Logic
0.6%
▲ 54.80%
17
Sell
Sep 16, 2025
Electronic Arts
0.46%
▲ 34.16%
18
Buy
Sep 16, 2025
Qorvo
0.69%
▲ 10.70%
13
Sell
Sep 16, 2025
Walt Disney
0.49%
▲ 6.71%
14
Sell
Sep 16, 2025
Lattice Semiconductor
0.67%
▲ 19.25%
20
Sell
Sep 16, 2025
Apple
0.74%
▲ 35.83%
31
Sell
Sep 16, 2025
Nvidia
1.23%
▲ 669.96%
31
Sell
Sep 16, 2025