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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #115,595 out of 808,558 TipRanks' Investors
Success Rate
89 out of 131
profitable transactions
profitable transactions
Average Return
11.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.55%
6-Month Return▲ 2.74%
12-Month Return▲ 10.46%
YTD Return▲ 5.10%
Total Return▲ 20.53%
Best Trade
Bio
Performance
14.45%0-14.45%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.52%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 0.48%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.02%
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.84%▼ 0.87%▼ 3.41%
▲ 12.20%▲ 6.28%▲ 3.52%
▲ 6.24%▲ 5.14%▲ 2.87%
▲ 14.45%▲ 1.03%▲ 0.48%
Recent Activity
Energy Transfer
3.09%
▲ 15.34%
9
Buy
Apr 03, 2025
Microsoft
19.56%
▲ 23.47%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.5%
▼ 2.05%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.81%
▲ 11.44%
4
Buy
Apr 03, 2025
Prudential Financial
9.76%
▼ 4.37%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.41%
▲ 26.65%
7
Buy
Apr 03, 2025
Black Stone Minerals
0.97%
▼ 9.73%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.16%
▲ 13.19%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.57%
▲ 8.57%
4
Buy
Apr 03, 2025
AllianceBernstein
0.75%
▲ 22.42%
6
Buy
Apr 03, 2025
AbbVie
17.05%
▲ 14.78%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.45%
▲ 14.92%
7
Buy
Feb 20, 2025
Sunoco
1.2%
▼ 1.58%
4
Buy
Feb 20, 2025
US Bancorp
2.56%
▲ 14.05%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.2%
▲ 14.68%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 22.05%
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%
▲ 15.30%
2
Buy
Jul 12, 2024