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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #72,355 out of 796,312 TipRanks' Investors
Success Rate
96 out of 147
profitable transactions
profitable transactions
Average Return
8.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.99%
6-Month Return▲ 0.68%
12-Month Return▲ 13.59%
YTD Return▼ 3.38%
Total Return▲ 20.75%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 0.14%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.20%
Mar 2025
▼ 9.01%
▼ 5.90%
▼ 5.38%
Apr 2025
▲ 2.92%▲ 2.10%▼ 0.30%
▲ 10.00%▼ 0.89%▼ 1.20%
▲ 25.98%▲ 5.96%▲ 6.39%
▲ 5.36%▼ 2.41%▼ 0.14%
▲ 6.01%▲ 2.69%▲ 6.24%
▼ 12.86%▼ 1.27%▲ 1.39%
▼ 1.80%▼ 5.57%▼ 5.20%
▼ 9.01%▼ 5.90%▼ 5.38%
Recent Activity
Interactive Brokers
2.57%
▲ 13.30%
2
Buy
Mar 26, 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
TSMC
3.15%
▼ 12.54%
1
Open
Mar 26, 2025
UnitedHealth
0%
▼ 16.41%
2
Sell
Feb 22, 2025
Merck & Company
4.95%
▼ 10.37%
3
Buy
Feb 22, 2025
Booking Holdings
0%
▼ 9.24%
1
Open
Feb 22, 2025
Novo Nordisk
―
▲ 6.98%
2
Close
Feb 21, 2025
Microsoft
8.06%
▼ 8.90%
10
Buy
Jan 31, 2025
BlackRock
5.05%
▲ 11.00%
7
Buy
Jan 30, 2025
ASML Holding
2.95%
▼ 16.55%
1
Open
Jan 04, 2025
VICI Properties
9.53%
▲ 15.11%
11
Buy
Dec 20, 2024
S&P Global
3.2%
▲ 4.13%
5
Buy
Dec 20, 2024
Realty Income
5.51%
▲ 13.88%
4
Buy
Dec 20, 2024
Waste Management
3.46%
▲ 20.06%
5
Buy
Dec 20, 2024
Christian Dior
5.84%
▼ 27.39%
6
Buy
Dec 10, 2024
Visa
6.46%
▲ 22.82%
10
Buy
Nov 22, 2024
JPMorgan Chase
4.28%
▲ 28.90%
8
Buy
Nov 22, 2024
Citigroup
―
▲ 60.78%
3
Close
Nov 22, 2024