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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #42,453 out of 812,326 TipRanks' Investors
Success Rate
130 out of 171
profitable transactions
profitable transactions
Average Return
20.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.63%
6-Month Return▲ 3.17%
12-Month Return▲ 23.31%
YTD Return▲ 9.73%
Total Return▲ 37.81%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 6.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.20%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.54%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.16%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.21%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.64%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.39%
▼ 12.86%▼ 1.27%▲ 1.39%
▼ 1.80%▼ 5.57%▼ 5.20%
▲ 1.84%▼ 0.87%▼ 1.54%
▲ 12.20%▲ 6.28%▲ 7.28%
▲ 6.24%▲ 5.14%▲ 1.16%
▲ 27.86%▲ 2.30%▼ 0.21%
▲ 0.42%▲ 0.11%▲ 0.64%
Recent Activity
Duolingo
1.88%
▲ 14.30%
2
Buy
Aug 06, 2025
Starbucks
―
▲ 3.81%
6
Close
Jul 30, 2025
Realty Income
―
▲ 12.47%
6
Close
Jul 30, 2025
Wienerberger AG
0%
▲ 1.41%
7
Sell
Jul 30, 2025
Novo Nordisk
4.96%
▼ 18.31%
7
Buy
Jul 30, 2025
Mercedes-Benz Group
―
▼ 10.22%
6
Close
Jul 26, 2025
Christian Dior
6.98%
▼ 19.76%
8
Buy
Jul 03, 2025
VICI Properties
9.95%
▲ 16.41%
13
Buy
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.1%
▼ 21.82%
4
Buy
Jun 05, 2025
S&P Global
4.83%
▲ 21.35%
7
Buy
May 30, 2025
Altria Group
0%
▲ 69.46%
6
Sell
May 30, 2025
Waste Management
3.58%
▲ 17.58%
6
Buy
May 30, 2025
ASML Holding
5.48%
▼ 4.80%
2
Buy
May 30, 2025
TSMC
5.82%
▲ 35.16%
3
Buy
May 30, 2025
Apple
2.32%
▲ 15.70%
8
Sell
May 13, 2025
Visa
6.06%
▲ 21.26%
11
Buy
May 09, 2025
Microsoft
12.5%
▲ 27.65%
12
Buy
May 09, 2025
Broadcom
9.62%
▲ 143.31%
5
Buy
May 09, 2025
Interactive Brokers
4.44%
▲ 61.87%
4
Buy
May 09, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025