Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #199,045 out of 806,423 TipRanks' Investors
Success Rate
28 out of 40
profitable transactions
profitable transactions
Average Return
10.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.68%
6-Month Return▲ 10.63%
12-Month Return▲ 12.60%
YTD Return▲ 11.40%
Total Return▲ 25.35%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
12.86%0-12.86%
▲ 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
▲ 1.83%
▼ 0.87%
▼ 5.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.93%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.16%
Jun 2025
▲ 0.39%
▲ 0.42%
▲ 2.11%
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%
▲ 1.83%▼ 0.87%▼ 5.86%
▲ 12.20%▲ 6.28%▲ 8.93%
▲ 6.24%▲ 5.14%▲ 2.16%
▲ 0.39%▲ 0.42%▲ 2.11%
Recent Activity
Energy Transfer
11.33%
▲ 71.62%
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
3.77%
▲ 8.06%
1
Open
Apr 29, 2025
Blue Owl Capital
8.21%
▲ 4.86%
1
Open
Apr 29, 2025
Star Bulk Carriers
26.33%
▼ 7.33%
11
Buy
Dec 06, 2024
MPLX
17.01%
▲ 77.57%
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
19.72%
▲ 13.56%
11
Buy
Sep 17, 2024
Ford Motor
13.62%
▲ 16.10%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024