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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #37,872 out of 815,638 TipRanks' Investors
Success Rate
133 out of 171
profitable transactions
profitable transactions
Average Return
22.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.04%
6-Month Return▲ 3.95%
12-Month Return▲ 19.15%
YTD Return▲ 12.14%
Total Return▲ 40.83%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▼ 0.21%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 2.85%
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%
▲ 27.88%▲ 2.30%▼ 0.21%
▲ 6.60%▲ 2.07%▲ 2.85%
Recent Activity
Duolingo
1.5%
▼ 7.03%
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%
▼ 2.53%
7
Sell
Jul 30, 2025
Novo Nordisk
5.64%
▼ 7.67%
7
Buy
Jul 30, 2025
Mercedes-Benz Group
―
▼ 10.22%
6
Close
Jul 26, 2025
Christian Dior
7.41%
▼ 13.17%
8
Buy
Jul 03, 2025
VICI Properties
9.99%
▲ 19.02%
13
Buy
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.31%
▼ 14.89%
4
Buy
Jun 05, 2025
S&P Global
4.67%
▲ 19.55%
7
Buy
May 30, 2025
Altria Group
0%
▲ 77.08%
6
Sell
May 30, 2025
Waste Management
3.41%
▲ 13.86%
6
Buy
May 30, 2025
ASML Holding
5.81%
▲ 2.80%
2
Buy
May 30, 2025
TSMC
5.64%
▲ 33.30%
3
Buy
May 30, 2025
Apple
2.39%
▲ 21.33%
8
Sell
May 13, 2025
Visa
6.28%
▲ 28.15%
11
Buy
May 09, 2025
Microsoft
11.95%
▲ 24.40%
12
Buy
May 09, 2025
Broadcom
9.34%
▲ 140.50%
5
Buy
May 09, 2025
Interactive Brokers
4.2%
▲ 55.67%
4
Buy
May 09, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025