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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #42,713 out of 818,587 TipRanks' Investors
Success Rate
132 out of 171
profitable transactions
profitable transactions
Average Return
23.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.09%
6-Month Return▲ 8.57%
12-Month Return▲ 20.58%
YTD Return▲ 12.46%
Total Return▲ 41.23%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▼ 0.21%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.65%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 0.48%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▼ 0.21%
▲ 4.87%▲ 2.05%▲ 2.65%
▲ 8.78%▲ 2.32%▲ 0.48%
Recent Activity
Duolingo
1.29%
▼ 17.90%
2
Buy
Aug 06, 2025
Starbucks
―
▲ 3.81%
6
Close
Jul 30, 2025
Realty Income
―
▲ 12.47%
6
Close
Jul 30, 2025
Wienerberger AG
0%
▼ 7.57%
7
Sell
Jul 30, 2025
Novo Nordisk
5.58%
▼ 6.67%
7
Buy
Jul 30, 2025
Mercedes-Benz Group
―
▼ 10.22%
6
Close
Jul 26, 2025
Christian Dior
7.29%
▼ 13.28%
8
Buy
Jul 03, 2025
VICI Properties
9.43%
▲ 15.10%
13
Buy
Jun 05, 2025
LVMH Moet Hennessy Louis Vuitton
3.3%
▼ 13.92%
4
Buy
Jun 05, 2025
S&P Global
4.48%
▲ 17.68%
7
Buy
May 30, 2025
Altria Group
0%
▲ 75.61%
6
Sell
May 30, 2025
Waste Management
3.15%
▲ 8.24%
6
Buy
May 30, 2025
ASML Holding
6.46%
▲ 17.27%
2
Buy
May 30, 2025
TSMC
6.03%
▲ 46.36%
3
Buy
May 30, 2025
Apple
2.41%
▲ 25.37%
8
Sell
May 13, 2025
Visa
5.94%
▲ 24.37%
11
Buy
May 09, 2025
Microsoft
11.71%
▲ 24.97%
12
Buy
May 09, 2025
Broadcom
10.93%
▲ 188.36%
5
Buy
May 09, 2025
Interactive Brokers
4.14%
▲ 57.61%
4
Buy
May 09, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025