tiprankstipranks
Trending News
More News >

My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #21,101 out of 802,872 TipRanks' Investors
Success Rate
82%
135 out of 165
profitable transactions
Average Return
17.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.19%
6-Month Return▲ 8.61%
12-Month Return▲ 24.45%
YTD Return▲ 9.27%
Total Return▲ 37.22%

Best Trade

Opened at
Closed at-
Gain▲ 156.65%

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
▲ 2.43%
▲ 1.65%
▲ 1.16%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 2.43%▲ 1.65%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI Properties
10.03%
▲ 11.40%
13
Buy
Jun 05, 2025
Realty Income
0%
▲ 11.98%
5
Sell
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.22%
▼ 20.05%
4
Buy
Jun 05, 2025
Novo Nordisk
4.52%
▲ 9.41%
5
Buy
Jun 05, 2025
S&P Global
4.62%
▲ 11.77%
7
Buy
May 30, 2025
Altria Group
0%
▲ 54.83%
6
Sell
May 30, 2025
Waste Management
3.73%
▲ 17.97%
6
Buy
May 30, 2025
Mercedes-Benz Group
0%
▼ 13.78%
5
Sell
May 30, 2025
ASML Holding
6.14%
▲ 2.59%
2
Buy
May 30, 2025
TSMC
5.16%
▲ 14.99%
3
Buy
May 30, 2025
Apple
2.21%
▲ 5.93%
8
Sell
May 13, 2025
Visa
6.95%
▲ 33.88%
11
Buy
May 09, 2025
Microsoft
11.79%
▲ 15.87%
12
Buy
May 09, 2025
Broadcom
8.04%
▲ 95.21%
5
Buy
May 09, 2025
Interactive Brokers
3.67%
▲ 28.91%
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%
▼ 44.19%
2
Sell
Feb 22, 2025
Merck & Company
4.35%
▼ 8.85%
3
Buy
Feb 22, 2025