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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #30,132 out of 781,066 TipRanks' Investors
Success Rate
108 out of 137
profitable transactions
profitable transactions
Average Return
15.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.88%
6-Month Return▲ 8.41%
12-Month Return▲ 23.52%
YTD Return▲ 1.68%
Total Return▲ 26.56%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.55%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.68%
Jan 2025
▲ 9.79%▲ 3.53%▲ 1.01%
▲ 8.13%▲ 1.21%▲ 3.70%
▼ 13.14%▲ 2.34%▲ 3.46%
▲ 2.93%▲ 2.10%▼ 0.30%
▲ 10.00%▼ 0.89%▼ 1.20%
▲ 26.04%▲ 5.96%▲ 6.39%
▲ 5.93%▼ 2.41%▼ 0.55%
▲ 9.79%▲ 0.95%▲ 1.68%
Recent Activity
Berkshire Hathaway B
0%
▲ 2.81%
3
Sell
Jan 04, 2025
ASML Holding
3.6%
▼ 1.58%
1
Open
Jan 04, 2025
VICI Properties
8.86%
▲ 2.44%
11
Buy
Dec 20, 2024
S&P Global
3.58%
▲ 12.70%
5
Buy
Dec 20, 2024
Realty Income
5.32%
▲ 5.16%
4
Buy
Dec 20, 2024
Waste Management
3.27%
▲ 9.67%
5
Buy
Dec 20, 2024
Christian Dior
7.85%
▲ 4.56%
6
Buy
Dec 10, 2024
Visa
6.46%
▲ 18.89%
10
Buy
Nov 22, 2024
JPMorgan Chase & Co.
4.93%
▲ 43.14%
8
Buy
Nov 22, 2024
Citigroup
―
▲ 60.78%
3
Close
Nov 22, 2024
Stellantis
―
▼ 36.15%
4
Close
Nov 22, 2024
Ish.Frf Spx 500
4.54%
▲ 2.85%
3
Buy
Nov 22, 2024
Apple
6.29%
▲ 20.64%
7
Buy
Nov 07, 2024
Coca-Cola
―
▲ 11.71%
4
Close
Nov 07, 2024
Ish.Frf Ndx 100
2.91%
▲ 12.80%
2
Buy
Oct 17, 2024
Target
―
▲ 14.46%
5
Close
Oct 04, 2024
Johnson & Johnson
―
▲ 8.40%
5
Close
Oct 04, 2024
Exxon Mobil
―
▲ 18.49%
8
Close
Oct 04, 2024
Unilever
―
▲ 28.37%
3
Close
Oct 04, 2024
Microsoft
8.16%
▲ 6.36%
9
Buy
Sep 23, 2024