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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #264,081 out of 849,613 TipRanks' Investors
Success Rate
56%
1035 out of 1855
profitable transactions
Average Return
19.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return▲ 10.59%
12-Month Return▲ 11.77%
YTD Return▲ 1.71%
Total Return▲ 71.23%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 4.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.97%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 1.71%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 4.55%
▼ 0.10%▲ 0.08%▲ 0.97%
▲ 3.05%▲ 1.43%▲ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
2.39%
▲ 124.95%
15
Buy
Jan 15, 2026
Zscaler
0.31%
▼ 1.07%
6
Buy
Jan 15, 2026
Walt Disney
0.43%
▼ 3.64%
16
Buy
Jan 15, 2026
iShares 20+ Year Treasury Bond ETF
▼ 4.43%
46
Close
Jan 15, 2026
Vanguard Short-Term Treasury ETF
0.91%
▲ 0.12%
11
Sell
Jan 15, 2026
Marvell
0.61%
▲ 31.40%
25
Buy
Jan 14, 2026
Dexcom
0.47%
▼ 14.09%
4
Buy
Jan 14, 2026
ASML Holding
0.61%
▲ 25.91%
12
Buy
Jan 14, 2026
Lattice Semiconductor
0.81%
▲ 34.13%
22
Buy
Jan 14, 2026
Illumina
1.59%
▲ 5.33%
23
Sell
Jan 14, 2026
Charles Schwab
1.24%
▲ 40.21%
17
Buy
Jan 14, 2026
Recursion Pharmaceuticals
3.23%
▼ 25.92%
24
Buy
Jan 14, 2026
Microsoft
0.68%
▲ 0.32%
9
Buy
Jan 14, 2026
SPDR Portfolio Europe ETF
1.48%
▲ 11.72%
8
Buy
Jan 14, 2026
iShares Short-Term National Muni Bond ETF
1.93%
▲ 0.69%
15
Sell
Jan 14, 2026
iShares 3-7 Year Treasury Bond ETF
0.54%
▼ 0.46%
7
Sell
Jan 14, 2026
TSMC
0.32%
▲ 148.44%
14
Buy
Jan 08, 2026
Wix
▲ 15.89%
3
Close
Jan 08, 2026
Trade Desk
▼ 3.75%
15
Close
Jan 08, 2026
NXP Semiconductors
0.63%
▲ 24.15%
29
Buy
Jan 08, 2026