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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #46,299 out of 852,708 TipRanks' Investors
Success Rate
79%
126 out of 159
profitable transactions
Average Return
17.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.63%
6-Month Return▲ 9.55%
12-Month Return▲ 11.00%
YTD Return▲ 1.70%
Total Return▲ 32.50%

Best Trade

Opened at
Closed at-
Gain▲ 78.35%

Bio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.46%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.42%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 1.67%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 0.83%
▲ 2.76%▲ 2.05%▲ 3.56%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.58%▲ 0.19%▲ 2.65%
▼ 0.10%▲ 0.08%▼ 0.49%
▲ 4.06%▲ 1.47%▲ 3.42%
▼ 5.01%▼ 2.07%▼ 1.67%

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
0.68%
▲ 5.54%
1
Open
Dec 31, 2025
Enterprise Products Partners
7.2%
▲ 29.95%
9
Buy
Dec 18, 2025
Energy Transfer
3.37%
▲ 22.65%
11
Buy
Dec 18, 2025
Johnson & Johnson
7.15%
▲ 47.53%
5
Buy
Dec 18, 2025
Microsoft
14.05%
▼ 8.81%
7
Buy
Dec 18, 2025
John Hancock Preferred Income Fund III
2.5%
▲ 3.99%
11
Buy
Dec 18, 2025
iShares U.S. Technology ETF
9.07%
▲ 28.81%
8
Buy
Dec 18, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.83%
▲ 12.02%
7
Buy
Dec 18, 2025
John Hancock Hedged Equity & Income Fund
1.82%
▲ 15.04%
6
Buy
Dec 18, 2025
AllianceBernstein
0.98%
▲ 26.62%
8
Buy
Dec 18, 2025
Hercules Capital
1.45%
▼ 8.91%
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%
▼ 1.31%
2
Buy
Nov 23, 2025
Adobe
0.14%
▼ 15.48%
1
Open
Nov 23, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Vanguard Mega Cap Value ETF
4.88%
▲ 28.82%
6
Buy
Oct 06, 2025
US Bancorp
3.25%
▲ 42.84%
4
Buy
Oct 06, 2025