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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #60,819 out of 819,158 TipRanks' Investors
Success Rate
100 out of 131
profitable transactions
profitable transactions
Average Return
16.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.88%
6-Month Return▲ 8.19%
12-Month Return▲ 12.27%
YTD Return▲ 10.66%
Total Return▲ 26.90%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.52%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.56%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 1.31%
Sep 2025
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.84%▼ 0.87%▼ 3.41%
▲ 12.20%▲ 6.28%▲ 3.52%
▲ 6.24%▲ 5.14%▲ 2.87%
▲ 27.92%▲ 2.30%▲ 0.83%
▲ 4.87%▲ 2.05%▲ 3.56%
▲ 9.82%▲ 3.18%▲ 1.31%
Recent Activity
Energy Transfer
2.89%
▲ 16.60%
9
Buy
Apr 03, 2025
Microsoft
18.92%
▲ 26.68%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.55%
▲ 7.45%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.85%
▲ 21.19%
4
Buy
Apr 03, 2025
Prudential Financial
9.35%
▼ 1.83%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.67%
▲ 38.92%
7
Buy
Apr 03, 2025
Black Stone Minerals
0.92%
▼ 6.98%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.1%
▲ 15.90%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.49%
▲ 11.33%
4
Buy
Apr 03, 2025
AllianceBernstein
0.68%
▲ 19.23%
6
Buy
Apr 03, 2025
AbbVie
18.8%
▲ 33.99%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.12%
▲ 17.65%
7
Buy
Feb 20, 2025
Sunoco
1.07%
▼ 5.31%
4
Buy
Feb 20, 2025
US Bancorp
2.67%
▲ 25.86%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.16%
▲ 20.02%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 17.77%
3
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.75%
▲ 20.97%
2
Buy
Jul 12, 2024