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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #176,466 out of 793,101 TipRanks' Investors
Success Rate
55%
855 out of 1551
profitable transactions
Average Return
16.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.00%
6-Month Return▲ 1.97%
12-Month Return▲ 11.77%
YTD Return▼ 4.08%
Total Return▲ 43.76%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.47%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.52%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.02%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.49%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 0.10%
▲ 10.00%▼ 0.89%▼ 0.99%
▲ 26.01%▲ 5.96%▲ 8.47%
▲ 5.39%▼ 2.41%▼ 2.52%
▲ 5.83%▲ 2.69%▲ 2.52%
▼ 12.86%▼ 1.27%▼ 5.02%
▲ 2.82%▼ 4.80%▼ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Skyworks Solutions
0.26%
▼ 5.29%
21
Buy
Dec 24, 2024
Cirrus Logic
0.34%
▲ 31.63%
14
Sell
Dec 23, 2024
Qorvo
0.34%
▼ 19.03%
9
Buy
Dec 23, 2024
Lattice Semiconductor
0.37%
▼ 3.27%
15
Buy
Dec 23, 2024
Apple
0.64%
▲ 23.18%
24
Buy
Dec 23, 2024
Nvidia
1.27%
▲ 520.33%
24
Sell
Dec 23, 2024
Illumina
0.38%
▼ 51.82%
14
Sell
Dec 23, 2024
NXP Semiconductors
0.44%
▲ 17.36%
21
Sell
Dec 23, 2024
MannKind
7.82%
▼ 1.67%
49
Sell
Dec 23, 2024
iShares 20+ Year Treasury Bond ETF
20.79%
▼ 4.34%
33
Buy
Dec 23, 2024
Recursion Pharmaceuticals
1.67%
▼ 11.71%
14
Buy
Dec 23, 2024
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
22.54%
▲ 71.41%
12
Buy
Dec 19, 2024
Electronic Arts
0.51%
▲ 0.63%
14
Buy
Dec 18, 2024
Alphabet Class C
0.27%
▲ 4.51%
5
Buy
Dec 16, 2024
Arista Networks
1.05%
▲ 62.77%
3
Buy
Dec 04, 2024
Cognex
0.22%
▼ 57.06%
10
Buy
Nov 29, 2024
Accenture
0.34%
▲ 7.13%
10
Buy
Nov 19, 2024
Chase Packaging
▼ 74.70%
2
Close
Nov 19, 2024
ASML Holding
0.71%
▲ 39.11%
9
Buy
Nov 13, 2024
Bristol-Myers Squibb
0.68%
▼ 9.43%
23
Buy
Nov 01, 2024