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BROKERAGE - New Portfolio
Bill T
BROKERAGEIndividual Investor
Ranked #243,133 out of 831,456 TipRanks' Investors
Success Rate
1014 out of 1804
profitable transactions
profitable transactions
Average Return
19.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.89%
6-Month Return▲ 17.29%
12-Month Return▲ 8.86%
YTD Return▲ 14.51%
Total Return▲ 71.43%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 4.45%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 2.74%
Dec 2025
▲ 11.63%▲ 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%
▼ 3.44%▲ 0.19%▼ 4.45%
▲ 1.44%▲ 0.34%▲ 2.74%
Recent Activity
Charles Schwab
0.85%
▲ 33.66%
15
Buy
Dec 02, 2025
Affirm Holdings
0.67%
▲ 273.26%
21
Sell
Nov 28, 2025
SPDR Gold Shares
0.23%
▲ 11.32%
8
Buy
Nov 28, 2025
Qorvo
0.59%
▲ 6.53%
14
Sell
Nov 28, 2025
Cleveland-Cliffs
0.47%
▲ 5.80%
7
Sell
Nov 28, 2025
Walt Disney
0.39%
▲ 0.58%
15
Sell
Nov 28, 2025
Lattice Semiconductor
0.6%
▲ 29.32%
21
Sell
Nov 28, 2025
Apple
0.6%
▲ 43.27%
33
Sell
Nov 28, 2025
Illumina
1.55%
▼ 3.58%
22
Buy
Nov 28, 2025
Skyworks Solutions
0.4%
▼ 3.94%
28
Sell
Nov 28, 2025
NXP Semiconductors
0.58%
▲ 22.06%
28
Sell
Nov 28, 2025
SPDR S&P Regional Banking ETF
0.86%
▲ 32.99%
12
Sell
Nov 28, 2025
Recursion Pharmaceuticals
1.99%
▼ 27.99%
22
Buy
Nov 28, 2025
SPDR Portfolio Europe ETF
0.94%
▲ 7.81%
7
Buy
Nov 28, 2025
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
16.94%
▲ 73.29%
17
Sell
Nov 25, 2025
iShares Short-Term National Muni Bond ETF
5.45%
▲ 0.02%
10
Sell
Nov 25, 2025
iShares High Yield Muni Income Active ETF
2.93%
▼ 0.33%
3
Sell
Nov 25, 2025
iShares 3-7 Year Treasury Bond ETF
2.09%
▼ 0.17%
4
Sell
Nov 25, 2025
Netflix
0.79%
▲ 108.73%
8
Buy
Nov 18, 2025
Lowe's
0.69%
▲ 11.17%
11
Buy
Nov 06, 2025