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Portfolio TS - New Portfolio

PerformancePortfolio Details

D0CE74D9

Portfolio TS
Individual Investor
Ranked #195,008 out of 859,299 TipRanks' Investors
Success Rate
64%
193 out of 301
profitable transactions
Average Return
13.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.56%
6-Month Return▲ 3.70%
12-Month Return▲ 20.84%
YTD Return▲ 3.88%
Total Return▲ 32.11%

Best Trade

AssetEnergy Fuels (UUUU)
Opened at
Closed at-
Gain▲ 230.19%

Bio

The investment aims at long-term capital growth. I invest primarily in equity securities of US companies that I consider to have an attractive valuation.The portfolio is diversified by sector.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.65%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.02%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.40%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.56%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 3.15%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.90%
▲ 10.96%▲ 2.38%▼ 1.65%
▼ 3.68%▲ 0.19%▲ 0.50%
▼ 0.10%▲ 0.08%▼ 0.34%
▲ 4.06%▲ 1.47%▲ 4.02%
▼ 1.12%▼ 0.86%▲ 0.40%
▲ 0.60%▼ 4.94%▼ 3.56%
▲ 12.62%▲ 7.63%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MCD
McDonald's
3.68%
▲ 9.85%
1
Open
Jan 08, 2025
CMG
Chipotle
0.42%
▼ 39.14%
1
Open
Jan 08, 2025
DPZ
Domino's Pizza
13.43%
▼ 8.93%
1
Open
Jan 08, 2025
TXRH
Texas Roadhouse
9.96%
▼ 8.66%
1
Open
Jan 08, 2025
HACK
ETFMG Prime Cyber Security ETF
0.18%
▲ 22.22%
17
Sell
Jan 02, 2025
BNT
Brookfield Wealth Solutions
0.17%
▲ 70.02%
13
Sell
Jan 02, 2025
NVDA
Nvidia
0.48%
▲ 82.50%
6
Sell
Jan 02, 2025
EINC
VanEck Energy Income ETF
0.28%
▲ 50.65%
4
Sell
Jan 02, 2025
DE
Deere
1.45%
▲ 60.51%
4
Sell
Jan 02, 2025
GSK
GlaxoSmithKline
―
▼ 18.72%
7
Close
Jan 02, 2025
T
AT&T
0.06%
▲ 46.64%
9
Sell
Jan 02, 2025
IP
International Paper Co
0.09%
▼ 12.98%
4
Sell
Jan 02, 2025
COIN
Coinbase Global
―
▲ 6.03%
32
Close
Dec 30, 2024
OLED
Universal Display
―
▼ 22.20%
5
Close
Dec 30, 2024
IBM
International Business Machines
―
▲ 47.03%
14
Close
Dec 16, 2024
RHI
Robert Half
0.06%
▼ 33.81%
13
Sell
Dec 01, 2024
IYF
iShares U.S. Financials ETF
1.5%
▲ 37.49%
7
Buy
Dec 01, 2024
IWM
iShares Russell 2000 ETF
3.26%
▲ 13.22%
1
Open
Dec 01, 2024
VIS
Vanguard Industrials ETF
4.08%
▲ 21.93%
1
Open
Dec 01, 2024
TIP
iShares TIPS Bond ETF
2.43%
▲ 8.33%
7
Sell
Nov 29, 2024