Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #515,667 out of 824,094 TipRanks' Investors
Success Rate
15 out of 40
profitable transactions
profitable transactions
Average Return
5.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.56%
6-Month Return▲ 10.87%
12-Month Return▲ 0.04%
YTD Return▲ 5.16%
Total Return▲ 18.32%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.89%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.86%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.93%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.55%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 4.42%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.30%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.89%
▲ 0.80%▼ 0.87%▼ 5.86%
▲ 11.63%▲ 6.28%▲ 8.93%
▲ 9.25%▲ 5.14%▲ 2.16%
▲ 7.60%▲ 2.30%▲ 3.55%
▲ 2.76%▲ 2.05%▼ 0.32%
▲ 12.88%▲ 3.56%▼ 4.42%
▲ 4.43%▼ 0.27%▼ 2.30%
Recent Activity
Energy Transfer
11.06%
▲ 60.73%
6
Sell
Apr 29, 2025
Eli Lilly & Co
―
▼ 1.98%
2
Close
Apr 29, 2025
Microsoft
―
▼ 8.17%
2
Close
Apr 29, 2025
AGNC Investment
4.24%
▲ 18.94%
1
Open
Apr 29, 2025
Blue Owl Capital
7.58%
▼ 6.06%
1
Open
Apr 29, 2025
Star Bulk Carriers
27.53%
▼ 8.51%
11
Buy
Dec 06, 2024
MPLX
17.31%
▲ 73.38%
3
Sell
Nov 26, 2024
Vodafone
―
▲ 20.41%
7
Close
Oct 03, 2024
British American Tobacco
―
▲ 13.58%
15
Close
Oct 01, 2024
Warner Bros
―
▼ 33.52%
3
Close
Sep 19, 2024
Blackstone Secured Lending Fund
17.64%
▼ 1.52%
11
Buy
Sep 17, 2024
Ford Motor
14.65%
▲ 19.16%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024