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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #69,732 out of 793,971 TipRanks' Investors
Success Rate
83 out of 121
profitable transactions
profitable transactions
Average Return
8.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.85%
6-Month Return▲ 3.43%
12-Month Return▲ 9.71%
YTD Return▲ 1.86%
Total Return▲ 16.82%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 2.85%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.45%
▲ 2.93%▲ 2.10%▲ 1.54%
▲ 10.00%▼ 0.89%▼ 0.65%
▲ 26.01%▲ 5.96%▲ 6.70%
▲ 5.33%▼ 2.41%▼ 5.02%
▲ 5.89%▲ 2.69%▲ 4.04%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.28%▼ 6.20%▼ 2.85%
Recent Activity
AbbVie
19.82%
▲ 23.96%
9
Buy
Feb 20, 2025
Enterprise Products Partners
7.39%
▲ 22.39%
7
Buy
Feb 20, 2025
Energy Transfer
3.45%
▲ 22.60%
8
Buy
Feb 20, 2025
Microsoft
15.32%
▼ 10.78%
4
Buy
Feb 20, 2025
John Hancock Preferred Income Fund III
2.74%
▲ 0.12%
8
Buy
Feb 20, 2025
Prudential Financial
11.21%
▲ 2.63%
6
Buy
Feb 20, 2025
Sunoco
1.42%
▲ 8.23%
4
Buy
Feb 20, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.04%
▲ 5.85%
4
Buy
Feb 20, 2025
John Hancock Hedged Equity & Income Fund
1.45%
▲ 5.24%
3
Buy
Feb 20, 2025
AllianceBernstein
0.72%
▲ 14.78%
5
Buy
Feb 20, 2025
US Bancorp
2.5%
▲ 4.26%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.36%
▲ 11.90%
5
Buy
Dec 12, 2024
Becton Dickinson
0.54%
▼ 0.44%
3
Buy
Dec 12, 2024
Black Stone Minerals
1.19%
▲ 4.50%
5
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
iShares U.S. Technology ETF
6.16%
▼ 0.52%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.78%
▲ 11.93%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.71%
▼ 0.91%
3
Buy
Jul 12, 2024