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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #97,873 out of 812,326 TipRanks' Investors
Success Rate
70%
92 out of 131
profitable transactions
Average Return
11.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.06%
6-Month Return▲ 1.92%
12-Month Return▲ 13.74%
YTD Return▲ 5.56%
Total Return▲ 21.05%

Best Trade

Opened at
Closed at-
Gain▲ 90.35%

Bio

Performance

27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.08%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.86%▲ 2.30%▲ 0.83%
▲ 0.42%▲ 0.11%▲ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
3.09%
▲ 16.53%
9
Buy
Apr 03, 2025
Microsoft
19.96%
▲ 27.18%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.54%
▲ 0.77%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.79%
▲ 11.22%
4
Buy
Apr 03, 2025
Prudential Financial
9.53%
▼ 5.79%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.54%
▲ 30.20%
7
Buy
Apr 03, 2025
Black Stone Minerals
0.92%
▼ 12.01%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.16%
▲ 13.89%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.56%
▲ 8.77%
4
Buy
Apr 03, 2025
AllianceBernstein
0.73%
▲ 22.31%
6
Buy
Apr 03, 2025
AbbVie
17.62%
▲ 19.77%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.32%
▲ 15.80%
7
Buy
Feb 20, 2025
Sunoco
1.2%
▼ 0.91%
4
Buy
Feb 20, 2025
US Bancorp
2.45%
▲ 10.08%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.13%
▲ 13.83%
5
Buy
Dec 12, 2024
Becton Dickinson
0.41%
▼ 17.93%
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
0.75%
▲ 15.24%
2
Buy
Jul 12, 2024