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BROKERAGE - New Portfolio
Bill T
BROKERAGEIndividual Investor
Ranked #242,710 out of 833,192 TipRanks' Investors
Success Rate
1025 out of 1823
profitable transactions
profitable transactions
Average Return
19.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.89%
6-Month Return▲ 16.60%
12-Month Return▲ 12.51%
YTD Return▲ 13.78%
Total Return▲ 70.33%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.60%
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
▼ 3.57%
▲ 0.19%
▼ 4.33%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 1.93%
Dec 2025
▲ 11.63%▲ 6.28%▲ 3.18%
▲ 9.25%▲ 5.14%▲ 9.60%
▲ 7.60%▲ 2.30%▲ 0.50%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 4.15%
▲ 10.96%▲ 2.38%▲ 5.09%
▼ 3.57%▲ 0.19%▼ 4.33%
▼ 0.06%▼ 0.12%▲ 1.93%
Recent Activity
ServiceNow
0.51%
▲ 72.84%
10
Buy
Dec 18, 2025
Meta Platforms
0.89%
▲ 43.11%
11
Buy
Dec 18, 2025
iShares Semiconductor ETF
5.57%
▲ 22.94%
10
Buy
Dec 18, 2025
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
16.56%
▲ 61.94%
19
Buy
Dec 18, 2025
Monday.com
0.17%
▲ 7.34%
3
Buy
Dec 18, 2025
Duolingo
0.24%
▼ 16.33%
4
Buy
Dec 18, 2025
Enphase Energy
0.45%
▼ 36.62%
7
Buy
Dec 18, 2025
Microsoft
0.63%
▲ 4.76%
8
Buy
Dec 18, 2025
iShares Short-Term National Muni Bond ETF
3.83%
▲ 0.11%
12
Sell
Dec 18, 2025
Affirm Holdings
0.82%
▲ 286.53%
22
Buy
Dec 17, 2025
Snowflake
0.23%
▼ 5.53%
9
Buy
Dec 17, 2025
Datadog
0.19%
▲ 5.76%
8
Buy
Dec 17, 2025
Nvidia
1.09%
▲ 590.34%
33
Sell
Dec 17, 2025
Charles Schwab
0.98%
▲ 37.01%
16
Buy
Dec 17, 2025
SPDR S&P Regional Banking ETF
0.99%
▲ 34.64%
13
Buy
Dec 17, 2025
Recursion Pharmaceuticals
2.55%
▼ 33.33%
23
Buy
Dec 17, 2025
Schwab US Dividend Equity ETF
5.33%
▲ 2.03%
9
Buy
Dec 17, 2025
UnitedHealth
1.14%
▼ 7.87%
9
Buy
Dec 17, 2025
Palantir Technologies
0.26%
▲ 23.90%
5
Buy
Dec 17, 2025
Everest Group
0.92%
▼ 2.08%
4
Buy
Dec 12, 2025