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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #31,108 out of 807,781 TipRanks' Investors
Success Rate
133 out of 168
profitable transactions
profitable transactions
Average Return
19.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.02%
6-Month Return▲ 10.52%
12-Month Return▲ 17.22%
YTD Return▲ 8.51%
Total Return▲ 36.28%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▲ 0.34%
Dec 2024
▲ 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
▲ 5.38%
▲ 0.93%
▼ 0.69%
Jul 2025
▲ 5.10%▼ 2.41%▲ 0.34%
▲ 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%
▲ 5.38%▲ 0.93%▼ 0.69%
Recent Activity
Christian Dior
7.11%
▼ 18.64%
8
Buy
Jul 03, 2025
Starbucks
0%
▲ 6.25%
5
Sell
Jun 26, 2025
Novo Nordisk
5.66%
▲ 2.17%
6
Buy
Jun 26, 2025
VICI Properties
10.02%
▲ 17.85%
13
Buy
Jun 05, 2025
Realty Income
0%
▲ 13.20%
5
Sell
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.21%
▼ 19.41%
4
Buy
Jun 05, 2025
S&P Global
4.53%
▲ 14.39%
7
Buy
May 30, 2025
Altria Group
0%
▲ 54.13%
6
Sell
May 30, 2025
Waste Management
3.45%
▲ 13.95%
6
Buy
May 30, 2025
Mercedes-Benz Group
0%
▼ 12.64%
5
Sell
May 30, 2025
ASML Holding
6.12%
▲ 6.82%
2
Buy
May 30, 2025
TSMC
5.5%
▲ 28.35%
3
Buy
May 30, 2025
Apple
2.22%
▲ 11.03%
8
Sell
May 13, 2025
Visa
6.31%
▲ 27.04%
11
Buy
May 09, 2025
Microsoft
12.01%
▲ 23.36%
12
Buy
May 09, 2025
Broadcom
8.64%
▲ 119.78%
5
Buy
May 09, 2025
Interactive Brokers
4.03%
▲ 47.63%
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