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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #26,597 out of 832,419 TipRanks' Investors
Success Rate
85%
126 out of 148
profitable transactions
Average Return
17.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.06%
6-Month Return▲ 11.30%
12-Month Return▲ 12.42%
YTD Return▲ 14.73%
Total Return▲ 31.57%

Best Trade

Opened at
Closed at-
Gain▲ 75.43%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.52%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 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
▼ 3.44%
▲ 0.19%
▲ 2.62%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.52%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.52%
▲ 9.25%▲ 5.14%▲ 2.87%
▲ 7.60%▲ 2.30%▲ 0.83%
▲ 2.76%▲ 2.05%▲ 3.56%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.44%▲ 0.19%▲ 2.62%
▼ 0.68%▼ 0.24%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares U.S. Medical Devices ETF
▲ 13.55%
6
Close
Nov 23, 2025
Kenvue, Inc.
▼ 5.89%
3
Close
Nov 23, 2025
Heron Therapeutics
0.11%
▲ 11.74%
2
Buy
Nov 23, 2025
Adobe
0.18%
▲ 11.83%
1
Open
Nov 23, 2025
Sunoco
0%
▲ 5.53%
5
Sell
Nov 08, 2025
Hercules Capital
1.45%
▲ 6.78%
2
Buy
Oct 31, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Enterprise Products Partners
6.5%
▲ 19.18%
8
Buy
Oct 06, 2025
Energy Transfer
2.83%
▲ 12.61%
10
Buy
Oct 06, 2025
Johnson & Johnson
6.34%
▲ 38.69%
4
Buy
Oct 06, 2025
Vanguard Mega Cap Value ETF
4.63%
▲ 21.07%
6
Buy
Oct 06, 2025
US Bancorp
2.95%
▲ 29.09%
4
Buy
Oct 06, 2025
Microsoft
16.98%
▲ 12.84%
6
Buy
Oct 06, 2025
John Hancock Preferred Income Fund III
2.44%
▲ 1.81%
10
Buy
Oct 06, 2025
Prudential Financial
10.25%
▲ 12.62%
8
Buy
Oct 06, 2025
Black Stone Minerals
1.04%
▲ 7.52%
7
Buy
Oct 06, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.7%
▲ 13.29%
6
Buy
Oct 06, 2025
John Hancock Hedged Equity & Income Fund
1.7%
▲ 12.72%
5
Buy
Oct 06, 2025
AllianceBernstein
0.91%
▲ 21.95%
7
Buy
Oct 06, 2025
Schwab U.S. Small-Cap ETF
1.86%
▲ 26.51%
4
Buy
Apr 03, 2025