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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #52,852 out of 815,805 TipRanks' Investors
Success Rate
101 out of 131
profitable transactions
profitable transactions
Average Return
15.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.60%
6-Month Return▲ 4.28%
12-Month Return▲ 12.36%
YTD Return▲ 9.15%
Total Return▲ 25.17%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.52%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 3.49%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 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%
▲ 27.88%▲ 2.30%▲ 0.83%
▲ 6.52%▲ 2.30%▲ 3.49%
Recent Activity
Energy Transfer
3.02%
▲ 19.03%
9
Buy
Apr 03, 2025
Microsoft
19.03%
▲ 24.65%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.51%
▲ 2.78%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.85%
▲ 18.51%
4
Buy
Apr 03, 2025
Prudential Financial
10.03%
▲ 3.05%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.45%
▲ 31.94%
7
Buy
Apr 03, 2025
Black Stone Minerals
0.89%
▼ 12.29%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.14%
▲ 14.77%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.55%
▲ 10.93%
4
Buy
Apr 03, 2025
AllianceBernstein
0.71%
▲ 21.21%
6
Buy
Apr 03, 2025
AbbVie
17.96%
▲ 25.22%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.31%
▲ 18.65%
7
Buy
Feb 20, 2025
Sunoco
1.16%
▲ 0.36%
4
Buy
Feb 20, 2025
US Bancorp
2.63%
▲ 21.52%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.17%
▲ 17.91%
5
Buy
Dec 12, 2024
Becton Dickinson
0.41%
▼ 16.37%
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
0.76%
▲ 19.32%
2
Buy
Jul 12, 2024