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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #24,945 out of 849,026 TipRanks' Investors
Success Rate
87%
139 out of 159
profitable transactions
Average Return
17.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.57%
6-Month Return▲ 10.73%
12-Month Return▲ 14.37%
YTD Return▲ 2.51%
Total Return▲ 33.47%

Best Trade

Opened at
Closed at-
Gain▲ 66.60%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.46%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.59%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.49%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 2.51%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.87%
▲ 7.60%▲ 2.30%▲ 0.83%
▲ 2.76%▲ 2.05%▲ 3.56%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.58%▲ 0.19%▲ 2.59%
▼ 0.10%▲ 0.08%▼ 0.49%
▲ 2.78%▲ 1.51%▲ 2.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Synovus
▲ 48.17%
2
Close
Dec 31, 2025
Pinnacle Financial Partners
0.64%
▲ 2.35%
1
Open
Dec 31, 2025
Enterprise Products Partners
6.49%
▲ 18.88%
9
Buy
Dec 18, 2025
Energy Transfer
3.13%
▲ 17.73%
11
Buy
Dec 18, 2025
Johnson & Johnson
6.4%
▲ 36.23%
5
Buy
Dec 18, 2025
Microsoft
15.81%
▲ 5.78%
7
Buy
Dec 18, 2025
John Hancock Preferred Income Fund III
2.41%
▲ 3.63%
11
Buy
Dec 18, 2025
iShares U.S. Technology ETF
9.41%
▲ 37.88%
8
Buy
Dec 18, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.81%
▲ 14.81%
7
Buy
Dec 18, 2025
John Hancock Hedged Equity & Income Fund
1.75%
▲ 14.21%
6
Buy
Dec 18, 2025
AllianceBernstein
0.88%
▲ 17.32%
8
Buy
Dec 18, 2025
Hercules Capital
1.63%
▲ 5.82%
3
Buy
Dec 18, 2025
iShares U.S. Medical Devices ETF
▲ 13.55%
6
Close
Nov 23, 2025
Kenvue, Inc.
▼ 5.89%
3
Close
Nov 23, 2025
Heron Therapeutics
0.11%
▲ 21.53%
2
Buy
Nov 23, 2025
Adobe
0.15%
▼ 4.59%
1
Open
Nov 23, 2025
Sunoco
0%
▲ 12.98%
5
Sell
Nov 08, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Vanguard Mega Cap Value ETF
4.62%
▲ 25.60%
6
Buy
Oct 06, 2025
US Bancorp
2.88%
▲ 30.38%
4
Buy
Oct 06, 2025