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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #118,569 out of 804,211 TipRanks' Investors
Success Rate
87 out of 131
profitable transactions
profitable transactions
Average Return
8.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.94%
6-Month Return▲ 4.07%
12-Month Return▲ 11.78%
YTD Return▲ 2.28%
Total Return▲ 17.29%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.52%
May 2025
▲ 4.89%
▲ 1.38%
▲ 0.59%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.70%
▲ 5.10%▼ 2.41%▼ 5.02%
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.83%▼ 0.87%▼ 3.41%
▲ 12.21%▲ 6.28%▲ 3.52%
▲ 4.89%▲ 1.38%▲ 0.59%
Recent Activity
Energy Transfer
3.27%
▲ 18.58%
9
Buy
Apr 03, 2025
Microsoft
19.03%
▲ 16.73%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.55%
▼ 3.69%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.76%
▲ 5.40%
4
Buy
Apr 03, 2025
Prudential Financial
10.17%
▼ 3.26%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.1%
▲ 17.89%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.04%
▼ 6.22%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.14%
▲ 7.74%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.61%
▲ 7.64%
4
Buy
Apr 03, 2025
AllianceBernstein
0.75%
▲ 18.02%
6
Buy
Apr 03, 2025
AbbVie
17.08%
▲ 10.75%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.58%
▲ 13.94%
7
Buy
Feb 20, 2025
Sunoco
1.25%
▼ 0.65%
4
Buy
Feb 20, 2025
US Bancorp
2.46%
▲ 5.42%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.22%
▲ 11.28%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 25.69%
3
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
Ellington Financial
―
▼ 0.85%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.76%
▲ 11.95%
2
Buy
Jul 12, 2024