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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #152,175 out of 770,014 TipRanks' Investors
Success Rate
57%
873 out of 1538
profitable transactions
Average Return
19.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.00%
6-Month Return▲ 17.28%
12-Month Return▲ 38.48%
YTD Return▲ 23.31%
Total Return▲ 53.04%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 6.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.41%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.90%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.72%
▲ 11.46%▲ 5.06%▲ 5.78%
▼ 2.25%▲ 3.53%▲ 2.41%
▲ 25.72%▲ 1.21%▲ 7.15%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 5.70%▼ 0.89%▼ 0.90%
▲ 31.73%▲ 4.73%▲ 7.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Accenture
0.38%
▲ 24.23%
10
Buy
Nov 19, 2024
Electronic Arts
0.55%
▲ 14.35%
13
Sell
Nov 19, 2024
Apple
0.42%
▲ 32.09%
23
Sell
Nov 19, 2024
Nvidia
1.5%
▲ 594.98%
23
Sell
Nov 19, 2024
MannKind
9.32%
▲ 0.31%
48
Sell
Nov 19, 2024
Chase Packaging
▼ 74.70%
2
Close
Nov 19, 2024
ASML Holding
0.61%
▲ 31.48%
9
Buy
Nov 13, 2024
iShares 20+ Year Treasury Bond ETF
19.78%
▼ 5.66%
30
Buy
Nov 06, 2024
Bristol-Myers Squibb
0.61%
▼ 12.59%
23
Buy
Nov 01, 2024
Invesco DB Agriculture Fund
▲ 27.01%
13
Close
Oct 22, 2024
Invesco DB Commodity Index Tracking Fund
▼ 14.80%
15
Sell
Oct 22, 2024
Vanguard Total Stock Market ETF
▲ 16.42%
7
Close
Oct 22, 2024
Walt Disney
0.52%
▲ 7.96%
10
Buy
Oct 21, 2024
Illumina
0.68%
▼ 27.62%
13
Buy
Oct 21, 2024
Recursion Pharmaceuticals
1.23%
▼ 22.95%
13
Buy
Oct 21, 2024
Taiwan Semiconductor Manufacturing
0.21%
▲ 63.72%
9
Buy
Oct 09, 2024
NXP Semiconductors
0.5%
▲ 29.99%
20
Buy
Oct 09, 2024
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
21.88%
▲ 98.66%
11
Buy
Oct 07, 2024
Crown Castle
0.12%
▼ 29.49%
9
Buy
Sep 30, 2024
SPDR S&P BIOTECH ETF
0.49%
▼ 8.38%
5
Buy
Sep 26, 2024