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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #86,901 out of 803,590 TipRanks' Investors
Success Rate
70%
91 out of 131
profitable transactions
Average Return
10.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▲ 2.08%
12-Month Return▲ 14.75%
YTD Return▲ 4.17%
Total Return▲ 19.47%

Best Trade

Opened at
Closed at-
Gain▲ 93.77%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.87%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.52%
May 2025
▲ 4.81%
▲ 2.44%
▲ 2.49%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.70%
▲ 5.10%▼ 2.41%▼ 5.02%
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.87%▼ 0.87%▼ 3.45%
▲ 12.21%▲ 6.28%▲ 3.52%
▲ 4.81%▲ 2.44%▲ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
3.31%
▲ 22.02%
9
Buy
Apr 03, 2025
Microsoft
18.74%
▲ 16.94%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.51%
▼ 3.49%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.76%
▲ 7.16%
4
Buy
Apr 03, 2025
Prudential Financial
10.14%
▼ 1.84%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.01%
▲ 18.43%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.06%
▼ 2.37%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.16%
▲ 9.59%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.6%
▲ 8.77%
4
Buy
Apr 03, 2025
AllianceBernstein
0.75%
▲ 20.35%
6
Buy
Apr 03, 2025
AbbVie
17.42%
▲ 14.90%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.62%
▲ 16.60%
7
Buy
Feb 20, 2025
Sunoco
1.27%
▲ 2.40%
4
Buy
Feb 20, 2025
US Bancorp
2.51%
▲ 9.05%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.2%
▲ 12.54%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 23.71%
3
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
▲ 0.63%
2
Close
Oct 16, 2024
Ellington Financial
▼ 0.85%
2
Close
Jul 18, 2024
CVS Health
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.76%
▲ 13.23%
2
Buy
Jul 12, 2024