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my port - New Portfolio

PerformancePortfolio Details

Terry Freeman

my port
Individual Investor
Ranked #41,193 out of 781,066 TipRanks' Investors
Success Rate
77%
85 out of 110
profitable transactions
Average Return
10.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.34%
6-Month Return▲ 7.30%
12-Month Return-
YTD Return▲ 2.30%
Total Return▲ 16.84%

Best Trade

AssetIron Mountain (IRM)
Opened at
Closed at-
Gain▲ 67.61%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.41%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.30%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.69%
▲ 8.13%▲ 1.21%▲ 3.32%
▼ 13.14%▲ 2.34%▲ 2.45%
▲ 2.93%▲ 2.10%▲ 1.54%
▲ 10.00%▼ 0.89%▼ 0.65%
▲ 26.04%▲ 5.96%▲ 6.70%
▲ 5.93%▼ 2.41%▼ 5.41%
▲ 11.17%▲ 1.96%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
15.93%
▲ 3.51%
8
Buy
Dec 12, 2024
EPD
Enterprise Products Partners
7.08%
▲ 21.90%
6
Buy
Dec 12, 2024
ET
Energy Transfer
3.58%
▲ 36.32%
7
Buy
Dec 12, 2024
MGV
Vanguard Mega Cap Value ETF
4.31%
▲ 11.24%
5
Buy
Dec 12, 2024
BDX
Becton Dickinson
0.55%
▲ 2.96%
3
Buy
Dec 12, 2024
HPS
John Hancock Preferred Income Fund III
2.65%
▼ 2.02%
7
Buy
Dec 12, 2024
BSM
Black Stone Minerals
1.2%
▲ 4.15%
5
Buy
Dec 12, 2024
AB
AllianceBernstein
0.68%
▲ 13.79%
4
Buy
Dec 12, 2024
GGHCX
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
HEQ
John Hancock Hedged Equity & Income Fund
1.15%
▲ 6.20%
2
Buy
Aug 16, 2024
IYW
iShares U.S. Technology ETF
7.01%
▲ 14.19%
6
Buy
Aug 09, 2024
EFC
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.06%
▲ 13.77%
3
Buy
Jul 16, 2024
VTV
Vanguard Value ETF
0.78%
▲ 12.52%
2
Buy
Jul 12, 2024
SCHA
Schwab U.S. Small-Cap ETF
1.92%
▲ 12.03%
3
Buy
Jul 12, 2024
PRBLX
Parnassus Core Equity Fund-Investor Shares
0.43%
▲ 5.45%
1
Open
Jul 12, 2024
IHI
iShares U.S. Medical Devices ETF
0.82%
▲ 10.57%
4
Buy
Jun 18, 2024
SOXX
iShares Semiconductor ETF
2.43%
▲ 3.96%
3
Buy
Jun 18, 2024
MSFT
Microsoft
17.27%
▲ 1.39%
3
Buy
Jun 18, 2024