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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #282,193 out of 796,840 TipRanks' Investors
Success Rate
70 out of 131
profitable transactions
profitable transactions
Average Return
1.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.37%
6-Month Return▼ 4.09%
12-Month Return▲ 6.35%
YTD Return▼ 4.26%
Total Return▲ 9.80%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▼ 1.23%
▼ 4.29%
▼ 5.85%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.54%
▲ 10.00%▼ 0.89%▼ 0.65%
▲ 25.98%▲ 5.96%▲ 6.70%
▲ 5.36%▼ 2.41%▼ 5.02%
▲ 6.01%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▼ 1.23%▼ 4.29%▼ 5.85%
Recent Activity
Energy Transfer
3.43%
▲ 10.96%
9
Buy
Apr 03, 2025
Microsoft
16.38%
▼ 8.74%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.81%
▼ 4.68%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.76%
▼ 4.36%
4
Buy
Apr 03, 2025
Prudential Financial
10.98%
▼ 6.13%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
6.39%
▼ 3.53%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.24%
▼ 1.30%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.18%
▼ 0.10%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.7%
▲ 1.10%
4
Buy
Apr 03, 2025
AllianceBernstein
0.77%
▲ 8.15%
6
Buy
Apr 03, 2025
AbbVie
17.92%
▲ 5.72%
9
Buy
Feb 20, 2025
Enterprise Products Partners
7.11%
▲ 10.06%
7
Buy
Feb 20, 2025
Sunoco
1.55%
▲ 10.30%
4
Buy
Feb 20, 2025
US Bancorp
2.51%
▼ 2.43%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.4%
▲ 5.49%
5
Buy
Dec 12, 2024
Becton Dickinson
0.51%
▼ 12.06%
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
0.79%
▲ 5.84%
2
Buy
Jul 12, 2024