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My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #87,264 out of 825,786 TipRanks' Investors
Success Rate
71%
124 out of 176
profitable transactions
Average Return
24.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.56%
6-Month Return▲ 13.82%
12-Month Return▲ 21.14%
YTD Return▲ 14.61%
Total Return▲ 43.93%

Best Trade

Opened at
Closed at-
Gain▲ 307.17%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.20%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.54%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.21%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.65%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.83%
Sep 2025
▲ 11.32%
▲ 3.18%
▲ 0.56%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.20%
▲ 0.80%▼ 0.87%▼ 1.54%
▲ 11.63%▲ 6.28%▲ 7.28%
▲ 9.25%▲ 5.14%▲ 1.16%
▲ 7.60%▲ 2.30%▼ 0.21%
▲ 2.76%▲ 2.05%▲ 2.65%
▲ 12.88%▲ 3.56%▲ 1.83%
▲ 11.32%▲ 3.18%▲ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
0%
▲ 41.98%
9
Sell
Oct 17, 2025
Deere
0%
▲ 26.12%
3
Sell
Oct 17, 2025
Amazon
3.01%
▲ 8.10%
1
Open
Oct 17, 2025
Global Equity Premium Income Active UCITS ETF Unhedged USD
1.88%
▼ 0.26%
1
Open
Oct 17, 2025
S&P Global
5.35%
▲ 2.14%
8
Buy
Oct 14, 2025
Waste Management
0%
▼ 0.04%
7
Sell
Oct 14, 2025
Duolingo
0%
▼ 19.49%
3
Buy
Oct 14, 2025
Blackstone Group
3.24%
▼ 9.18%
1
Open
Oct 14, 2025
Starbucks
▲ 3.81%
6
Close
Jul 30, 2025
Realty Income
▲ 12.47%
6
Close
Jul 30, 2025
Wienerberger AG
0%
▼ 16.03%
7
Sell
Jul 30, 2025
Novo Nordisk
4.74%
▼ 14.36%
7
Buy
Jul 30, 2025
Mercedes-Benz Group
▼ 10.22%
6
Close
Jul 26, 2025
Christian Dior
8.13%
▲ 3.14%
8
Buy
Jul 03, 2025
VICI Properties
8.11%
▲ 6.20%
13
Buy
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.76%
▲ 4.91%
4
Buy
Jun 05, 2025
Altria Group
0%
▲ 67.92%
6
Sell
May 30, 2025
ASML Holding
7.31%
▲ 40.51%
2
Buy
May 30, 2025
TSMC
6.64%
▲ 70.40%
3
Buy
May 30, 2025
Visa
5.64%
▲ 24.83%
11
Buy
May 09, 2025