New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #303,640 out of 858,885 TipRanks' Investors
Success Rate
24 out of 40
profitable transactions
profitable transactions
Average Return
17.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.83%
6-Month Return▲ 16.11%
12-Month Return▲ 29.63%
YTD Return▲ 7.20%
Total Return▲ 36.18%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 4.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.95%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.90%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.59%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.39%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.00%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.44%
Apr 2026
▲ 12.88%▲ 3.56%▼ 4.42%
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.68%▲ 0.19%▲ 4.87%
▼ 0.10%▲ 0.08%▼ 1.90%
▲ 4.06%▲ 1.47%▲ 7.59%
▼ 1.12%▼ 0.86%▲ 3.39%
▲ 0.60%▼ 4.94%▼ 5.00%
▲ 4.89%▲ 4.48%▲ 1.44%
Recent Activity
Energy Transfer
11.51%
▲ 94.86%
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
3.97%
▲ 33.38%
1
Open
Apr 29, 2025
Blue Owl Capital
5.83%
▼ 13.61%
1
Open
Apr 29, 2025
Star Bulk Carriers
33.64%
▲ 28.02%
11
Buy
Dec 06, 2024
MPLX
17.73%
▲ 107.23%
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
14.02%
▼ 6.68%
11
Buy
Sep 17, 2024
Ford Motor
13.3%
▲ 23.99%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024