Education
About Us
Working with TipRanks
Follow Us
My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #32,923 out of 793,549 TipRanks' Investors
Success Rate
109 out of 145
profitable transactions
profitable transactions
Average Return
14.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.60%
6-Month Return▲ 8.69%
12-Month Return▲ 16.19%
YTD Return▲ 3.86%
Total Return▲ 29.80%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.14%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.60%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.46%
▲ 2.93%▲ 2.10%▼ 0.30%
▲ 10.00%▼ 0.89%▼ 1.20%
▲ 26.01%▲ 5.96%▲ 6.39%
▲ 5.34%▼ 2.41%▼ 0.14%
▲ 5.88%▲ 2.69%▲ 6.25%
▼ 12.86%▼ 1.27%▲ 1.39%
▲ 5.30%▼ 4.02%▼ 3.60%
Recent Activity
Interactive Brokers
2.63%
▲ 47.08%
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
3.37%
0.00%
1
Open
Mar 26, 2025
UnitedHealth
0%
▼ 4.61%
2
Sell
Feb 22, 2025
Merck & Company
5.23%
▲ 1.24%
3
Buy
Feb 22, 2025
Booking Holdings
0%
▼ 5.45%
1
Open
Feb 22, 2025
Novo Nordisk
―
▲ 6.98%
2
Close
Feb 21, 2025
Microsoft
8%
▼ 3.40%
10
Buy
Jan 31, 2025
BlackRock
5.23%
▲ 22.72%
7
Buy
Jan 30, 2025
ASML Holding
3.05%
▼ 8.00%
1
Open
Jan 04, 2025
VICI Properties
8.75%
▲ 12.84%
11
Buy
Dec 20, 2024
S&P Global
3.29%
▲ 14.23%
5
Buy
Dec 20, 2024
Realty Income
5.01%
▲ 9.94%
4
Buy
Dec 20, 2024
Waste Management
3.21%
▲ 19.03%
5
Buy
Dec 20, 2024
Christian Dior
6.43%
▼ 9.49%
6
Buy
Dec 10, 2024
Visa
6.32%
▲ 28.24%
10
Buy
Nov 22, 2024
JPMorgan Chase
4.34%
▲ 38.65%
8
Buy
Nov 22, 2024
Citigroup
―
▲ 60.78%
3
Close
Nov 22, 2024