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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #21,319 out of 803,257 TipRanks' Investors
Success Rate
135 out of 165
profitable transactions
profitable transactions
Average Return
17.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.96%
6-Month Return▲ 8.97%
12-Month Return▲ 25.33%
YTD Return▲ 10.06%
Total Return▲ 38.22%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 0.34%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.20%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.54%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.28%
May 2025
▲ 5.72%
▲ 2.32%
▲ 1.89%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.39%
▲ 5.43%▼ 2.41%▲ 0.34%
▲ 5.99%▲ 2.69%▲ 6.39%
▼ 12.86%▼ 1.27%▲ 1.39%
▼ 1.80%▼ 5.57%▼ 5.20%
▲ 1.76%▼ 0.87%▼ 1.54%
▲ 12.21%▲ 6.28%▲ 7.28%
▲ 5.72%▲ 2.32%▲ 1.89%
Recent Activity
VICI Properties
10.07%
▲ 12.90%
13
Buy
Jun 05, 2025
Realty Income
0%
▲ 13.05%
5
Sell
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.22%
▼ 19.49%
4
Buy
Jun 05, 2025
Novo Nordisk
4.7%
▲ 13.65%
5
Buy
Jun 05, 2025
S&P Global
4.57%
▲ 11.54%
7
Buy
May 30, 2025
Altria Group
0%
▲ 53.49%
6
Sell
May 30, 2025
Waste Management
3.7%
▲ 17.97%
6
Buy
May 30, 2025
Mercedes-Benz Group
0%
▼ 12.87%
5
Sell
May 30, 2025
ASML Holding
6.2%
▲ 4.56%
2
Buy
May 30, 2025
TSMC
5.25%
▲ 18.03%
3
Buy
May 30, 2025
Apple
2.2%
▲ 6.57%
8
Sell
May 13, 2025
Visa
6.96%
▲ 35.35%
11
Buy
May 09, 2025
Microsoft
11.63%
▲ 15.42%
12
Buy
May 09, 2025
Broadcom
7.97%
▲ 95.49%
5
Buy
May 09, 2025
Interactive Brokers
3.65%
▲ 29.15%
4
Buy
May 09, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025
Ish.Frf Ndx 100
―
▲ 0.47%
4
Close
Mar 26, 2025
Ish.Frf Spx 500
―
▼ 1.63%
5
Close
Mar 26, 2025
UnitedHealth
0%
▼ 44.08%
2
Sell
Feb 22, 2025
Merck & Company
4.42%
▼ 6.52%
3
Buy
Feb 22, 2025