tiprankstipranks
Trending News
More News >

my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #92,571 out of 802,735 TipRanks' Investors
Success Rate
69%
90 out of 131
profitable transactions
Average Return
9.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.24%
6-Month Return▲ 0.33%
12-Month Return▲ 13.17%
YTD Return▲ 3.25%
Total Return▲ 18.41%

Best Trade

Opened at
Closed at-
Gain▲ 94.73%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.52%
May 2025
▲ 2.43%
▲ 1.65%
▲ 1.54%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.70%
▲ 5.43%▼ 2.41%▼ 5.02%
▲ 5.99%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.76%▼ 0.87%▼ 3.41%
▲ 12.21%▲ 6.28%▲ 3.52%
▲ 2.43%▲ 1.65%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
3.25%
▲ 18.58%
9
Buy
Apr 03, 2025
Microsoft
18.59%
▲ 14.86%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.56%
▼ 3.07%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.78%
▲ 6.94%
4
Buy
Apr 03, 2025
Prudential Financial
10.31%
▼ 1.21%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
6.99%
▲ 16.86%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.05%
▼ 4.12%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.15%
▲ 8.04%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.61%
▲ 6.33%
4
Buy
Apr 03, 2025
AllianceBernstein
0.75%
▲ 20.02%
6
Buy
Apr 03, 2025
AbbVie
17.36%
▲ 13.35%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.58%
▲ 14.77%
7
Buy
Feb 20, 2025
Sunoco
1.27%
▲ 1.93%
4
Buy
Feb 20, 2025
US Bancorp
2.56%
▲ 10.56%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.2%
▲ 11.42%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 24.61%
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%
▲ 12.11%
2
Buy
Jul 12, 2024