BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #251,404 out of 828,551 TipRanks' Investors
Success Rate
55%
983 out of 1797
profitable transactions
Average Return
18.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.46%
6-Month Return▲ 12.16%
12-Month Return▲ 11.13%
YTD Return▲ 7.40%
Total Return▲ 60.80%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 3.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.09%
Oct 2025
▼ 5.16%
▼ 2.40%
▼ 7.93%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.39%
▲ 11.64%▲ 6.28%▲ 3.18%
▲ 9.25%▲ 5.14%▲ 9.61%
▲ 7.60%▲ 2.30%▲ 0.50%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 4.15%
▲ 10.96%▲ 2.38%▲ 5.09%
▼ 5.16%▼ 2.40%▼ 7.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Netflix
0.09%
▲ 101.04%
7
Sell
Nov 12, 2025
Apple
0.84%
▲ 38.24%
32
Buy
Nov 12, 2025
Lowe's
0.63%
▲ 2.89%
11
Buy
Nov 06, 2025
SPDR Portfolio Europe ETF
0.26%
▲ 6.46%
6
Buy
Nov 06, 2025
Meta Platforms
0.75%
▲ 45.41%
10
Buy
Nov 04, 2025
Bristol-Myers Squibb
0.99%
▼ 22.55%
34
Buy
Nov 04, 2025
Invesco QQQ Trust
4.33%
▲ 8.64%
8
Buy
Nov 04, 2025
Crocs
0.28%
▼ 5.74%
1
Buy
Nov 04, 2025
Marvell
0.49%
▲ 34.37%
24
Buy
Oct 29, 2025
iShares Short-Term National Muni Bond ETF
5.99%
▲ 0.10%
9
Sell
Oct 28, 2025
iShares 3-7 Year Treasury Bond ETF
2.48%
▼ 0.13%
3
Sell
Oct 28, 2025
Recursion Pharmaceuticals
1.73%
▼ 38.52%
21
Buy
Oct 24, 2025
Micron
1.57%
▲ 83.80%
14
Buy
Oct 21, 2025
Affirm Holdings
0.75%
▲ 274.24%
20
Sell
Oct 21, 2025
MannKind
5.42%
▲ 1.04%
56
Sell
Oct 21, 2025
Vanguard Short-Term Treasury ETF
2.17%
▲ 0.16%
8
Sell
Oct 15, 2025
iShares Short Treasury Bond ETF
1.47%
▼ 0.01%
12
Sell
Oct 15, 2025
TSMC
0.26%
▲ 113.66%
13
Buy
Oct 13, 2025
Electronic Arts
▲ 34.01%
19
Close
Oct 08, 2025
NXP Semiconductors
0.52%
▲ 2.01%
27
Buy
Oct 08, 2025