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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #181,484 out of 810,037 TipRanks' Investors
Success Rate
29 out of 40
profitable transactions
profitable transactions
Average Return
13.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.13%
6-Month Return▲ 14.00%
12-Month Return▲ 15.03%
YTD Return▲ 15.86%
Total Return▲ 30.37%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
22.11%0-22.11%
▲ 5.10%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.89%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.93%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.16%
Jun 2025
▲ 22.11%
▲ 2.68%
▲ 6.20%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.71%
▲ 6.03%▲ 2.69%▲ 3.76%
▼ 12.86%▼ 1.27%▲ 1.26%
▼ 1.80%▼ 5.57%▼ 0.89%
▲ 1.84%▼ 0.87%▼ 5.86%
▲ 12.20%▲ 6.28%▲ 8.93%
▲ 6.24%▲ 5.14%▲ 2.16%
▲ 22.11%▲ 2.68%▲ 6.20%
Recent Activity
Energy Transfer
10.8%
▲ 69.89%
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
3.75%
▲ 10.36%
1
Open
Apr 29, 2025
Blue Owl Capital
8.28%
▲ 7.68%
1
Open
Apr 29, 2025
Star Bulk Carriers
27.33%
▼ 1.78%
11
Buy
Dec 06, 2024
MPLX
16.6%
▲ 78.51%
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
20.37%
▲ 19.53%
11
Buy
Sep 17, 2024
Ford Motor
12.88%
▲ 11.07%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.08%
3
Close
Feb 04, 2024