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New Portfolio - New Portfolio

Koopsta

New Portfolio
Individual Investor
Ranked #19,193 out of 822,356 TipRanks' Investors
Success Rate
88%
112 out of 128
profitable transactions
Average Return
22.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 15.40%
12-Month Return▲ 9.35%
YTD Return▲ 14.74%
Total Return▲ 31.11%

Best Trade

Opened at
Closed at-
Gain▲ 83.82%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.61%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.55%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.62%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.07%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.37%
Sep 2025
▲ 4.13%
▲ 1.04%
▼ 1.04%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.61%
▲ 0.80%▼ 0.87%▼ 3.75%
▲ 11.63%▲ 6.28%▲ 0.55%
▲ 9.25%▲ 5.14%▲ 1.62%
▲ 7.60%▲ 2.30%▲ 0.95%
▲ 2.76%▲ 2.05%▲ 6.07%
▲ 12.88%▲ 3.56%▲ 1.37%
▲ 4.13%▲ 1.04%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
22.28%
▲ 74.30%
15
Buy
Apr 16, 2025
Realty Income
13.75%
▲ 10.47%
35
Buy
Apr 16, 2025
Chevron
9.11%
▲ 11.83%
3
Buy
Apr 16, 2025
Vanguard S&P 500 ETF
35.92%
▲ 36.65%
2
Buy
Apr 16, 2025
Apple
▲ 20.38%
5
Close
Jan 15, 2024
Devon Energy
▼ 10.01%
10
Close
Jan 15, 2024
Schwab US Dividend Equity ETF
13.85%
▲ 25.89%
35
Buy
Jan 15, 2024
Johnson & Johnson
4.27%
▲ 30.53%
7
Buy
Jan 15, 2024
Tesla
▲ 34.30%
2
Close
Jan 15, 2024
Morgan Stanley
0.82%
▲ 83.76%
1
Open
Jan 15, 2024
Target
▲ 0.12%
5
Close
Jul 24, 2023
Lowe's
▲ 11.00%
4
Close
Jun 22, 2023
Main Street Capital
▲ 9.02%
2
Close
Apr 13, 2023
Vanguard Total Stock Market ETF
▲ 6.37%
2
Close
Apr 13, 2023
JPMorgan Equity Premium Income ETF
▲ 1.76%
3
Close
Apr 05, 2023
Procter & Gamble
▼ 3.13%
2
Close
Mar 28, 2023
Intel
▼ 11.39%
4
Close
Feb 22, 2023
Ally Financial
▲ 24.23%
3
Close
Feb 15, 2023
Kimberly Clark
▼ 5.86%
2
Close
Jan 30, 2023
T Rowe Price
▼ 1.21%
2
Close
Jan 30, 2023