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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #217,956 out of 811,415 TipRanks' Investors
Success Rate
55%
954 out of 1733
profitable transactions
Average Return
16.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.65%
6-Month Return▼ 1.33%
12-Month Return▲ 13.09%
YTD Return▲ 0.11%
Total Return▲ 49.89%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 2.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.32%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 0.50%
Jul 2025
▼ 2.40%
▼ 1.64%
▼ 1.79%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 2.59%
▼ 12.86%▼ 1.27%▼ 5.02%
▼ 1.80%▼ 5.57%▼ 8.32%
▲ 1.84%▼ 0.87%▲ 0.39%
▲ 12.20%▲ 6.28%▲ 3.18%
▲ 6.24%▲ 5.14%▲ 9.61%
▲ 27.86%▲ 2.30%▲ 0.50%
▼ 2.40%▼ 1.64%▼ 1.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
0.6%
▲ 10.23%
13
Buy
Jul 23, 2025
Micron
0.66%
▲ 32.91%
13
Buy
Jul 22, 2025
Zscaler
0.19%
▲ 12.90%
5
Buy
Jul 17, 2025
Affirm Holdings
0.89%
▲ 264.58%
18
Sell
Jul 14, 2025
Tekla Life Sciences Investors of Benef Interest
1.12%
▼ 10.40%
15
Buy
Jul 14, 2025
Nvidia
1.52%
▲ 612.91%
29
Sell
Jul 14, 2025
Illumina
0.76%
▼ 30.90%
19
Buy
Jul 14, 2025
Bristol-Myers Squibb
0.88%
▼ 26.91%
30
Buy
Jul 14, 2025
MannKind
4.46%
▼ 4.08%
54
Buy
Jul 14, 2025
iShares 20+ Year Treasury Bond ETF
11.99%
▼ 4.51%
37
Sell
Jul 14, 2025
Charles Schwab
0.85%
▲ 62.87%
11
Sell
Jul 14, 2025
Recursion Pharmaceuticals
1.73%
▼ 19.78%
18
Buy
Jul 14, 2025
SPDR Portfolio Europe ETF
0.19%
▲ 2.93%
4
Buy
Jul 14, 2025
TSMC
0.21%
▲ 86.52%
12
Buy
Jul 10, 2025
NXP Semiconductors
0.63%
▲ 14.59%
25
Buy
Jul 09, 2025
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
17.33%
▲ 63.50%
15
Buy
Jul 09, 2025
Domino's Pizza
1.1%
▲ 0.26%
4
Buy
Jul 01, 2025
Broadcom
1.29%
▲ 108.44%
10
Buy
Jul 01, 2025
Schwab US Dividend Equity ETF
4.53%
▼ 0.31%
5
Buy
Jul 01, 2025
Palantir Technologies
0.14%
▲ 14.67%
2
Buy
Jul 01, 2025