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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #40,006 out of 861,012 TipRanks' Investors
Success Rate
82%
130 out of 159
profitable transactions
Average Return
22.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.15%
6-Month Return▲ 9.63%
12-Month Return▲ 23.09%
YTD Return▲ 7.10%
Total Return▲ 39.55%

Best Trade

Opened at
Closed at-
Gain▲ 130.25%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.42%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 0.65%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.17%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.40%
Apr 2026
▲ 1.37%
▲ 0.28%
▼ 0.13%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.68%▲ 0.19%▲ 2.64%
▼ 0.10%▲ 0.08%▼ 0.47%
▲ 4.06%▲ 1.47%▲ 3.42%
▼ 1.33%▼ 0.86%▲ 0.65%
▲ 0.52%▼ 4.94%▼ 3.17%
▲ 16.06%▲ 10.51%▲ 6.40%
▲ 1.37%▲ 0.28%▼ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sunoco
▲ 11.65%
6
Close
Feb 01, 2026
Synovus
▲ 48.17%
2
Close
Dec 31, 2025
Pinnacle Financial Partners
0.63%
▲ 4.43%
1
Open
Dec 31, 2025
Enterprise Products Partners
7.43%
▲ 42.90%
9
Buy
Dec 18, 2025
Energy Transfer
3.51%
▲ 36.97%
11
Buy
Dec 18, 2025
Johnson & Johnson
6.5%
▲ 41.70%
5
Buy
Dec 18, 2025
Microsoft
14.08%
▼ 4.00%
7
Buy
Dec 18, 2025
John Hancock Preferred Income Fund III
2.42%
▲ 8.12%
11
Buy
Dec 18, 2025
iShares U.S. Technology ETF
10.21%
▲ 52.49%
8
Buy
Dec 18, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.74%
▲ 14.65%
7
Buy
Dec 18, 2025
John Hancock Hedged Equity & Income Fund
1.79%
▲ 22.12%
6
Buy
Dec 18, 2025
AllianceBernstein
0.87%
▲ 20.94%
8
Buy
Dec 18, 2025
Hercules Capital, Inc.
1.38%
▼ 6.14%
3
Buy
Dec 18, 2025
iShares U.S. Medical Devices ETF
▲ 13.55%
6
Close
Nov 23, 2025
Kenvue, Inc.
▼ 5.89%
3
Close
Nov 23, 2025
Heron Therapeutics
0.09%
▲ 3.58%
2
Buy
Nov 23, 2025
Adobe
0.12%
▼ 21.34%
1
Open
Nov 23, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Vanguard Mega Cap Value ETF
4.7%
▲ 31.06%
6
Buy
Oct 06, 2025
US Bancorp
2.95%
▲ 38.79%
4
Buy
Oct 06, 2025