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My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #76,566 out of 829,097 TipRanks' Investors
Success Rate
71%
125 out of 176
profitable transactions
Average Return
20.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.71%
6-Month Return▲ 4.16%
12-Month Return▲ 13.74%
YTD Return▲ 9.99%
Total Return▲ 38.13%

Best Trade

Opened at
Closed at-
Gain▲ 273.88%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

7.28%0-7.28%
▼ 0.87%
▼ 1.54%
Apr 2025
▲ 6.28%
▲ 7.28%
May 2025
▲ 5.14%
▲ 1.16%
Jun 2025
▲ 2.30%
▼ 0.21%
Jul 2025
▲ 2.05%
▲ 2.65%
Aug 2025
▲ 3.56%
▲ 1.83%
Sep 2025
▲ 2.38%
▼ 0.31%
Oct 2025
▼ 2.85%
▼ 3.19%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 0.87%▼ 1.54%
▲ 6.28%▲ 7.28%
▲ 5.14%▲ 1.16%
▲ 2.30%▼ 0.21%
▲ 2.05%▲ 2.65%
▲ 3.56%▲ 1.83%
▲ 2.38%▼ 0.31%
▼ 2.85%▼ 3.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
0%
▲ 41.51%
9
Sell
Oct 17, 2025
Deere
0%
▲ 26.46%
3
Sell
Oct 17, 2025
Amazon
3.04%
▲ 4.53%
1
Open
Oct 17, 2025
Global Equity Premium Income Active UCITS ETF Unhedged USD
1.94%
▼ 1.00%
1
Open
Oct 17, 2025
S&P Global
5.81%
▲ 5.97%
8
Buy
Oct 14, 2025
Waste Management
0%
▲ 9.14%
7
Sell
Oct 14, 2025
Duolingo
0%
▼ 48.50%
3
Buy
Oct 14, 2025
Blackstone Group
3.16%
▼ 14.70%
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%
▼ 13.90%
7
Sell
Jul 30, 2025
Novo Nordisk
4.73%
▼ 17.49%
7
Buy
Jul 30, 2025
Mercedes-Benz Group
▼ 10.22%
6
Close
Jul 26, 2025
Christian Dior
8.41%
▲ 2.69%
8
Buy
Jul 03, 2025
VICI Properties
8.33%
▲ 4.23%
13
Buy
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.86%
▲ 3.35%
4
Buy
Jun 05, 2025
Altria Group
0%
▲ 58.81%
6
Sell
May 30, 2025
ASML Holding
7.57%
▲ 38.96%
2
Buy
May 30, 2025
TSMC
6.43%
▲ 57.71%
3
Buy
May 30, 2025
Visa
5.61%
▲ 18.79%
11
Buy
May 09, 2025