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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #52,308 out of 827,859 TipRanks' Investors
Success Rate
79%
115 out of 146
profitable transactions
Average Return
16.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.64%
6-Month Return▲ 9.32%
12-Month Return▲ 11.26%
YTD Return▲ 12.41%
Total Return▲ 28.92%

Best Trade

Opened at
Closed at-
Gain▲ 107.59%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 3.52%
May 2025
▲ 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
▼ 2.66%
▲ 0.14%
▲ 1.07%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.41%
▲ 11.64%▲ 6.28%▲ 3.52%
▲ 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%
▼ 2.66%▲ 0.14%▲ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares U.S. Medical Devices ETF
0%
▲ 12.14%
5
Sell
Nov 08, 2025
Kenvue, Inc.
0%
▼ 7.28%
2
Sell
Nov 08, 2025
Sunoco
0%
▼ 1.61%
5
Sell
Nov 08, 2025
Hercules Capital
1.38%
▼ 0.60%
2
Buy
Oct 31, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Enterprise Products Partners
6.35%
▲ 16.70%
8
Buy
Oct 06, 2025
Energy Transfer
2.85%
▲ 13.56%
10
Buy
Oct 06, 2025
Johnson & Johnson
5.8%
▲ 26.26%
4
Buy
Oct 06, 2025
Vanguard Mega Cap Value ETF
4.52%
▲ 18.60%
6
Buy
Oct 06, 2025
US Bancorp
2.62%
▲ 15.08%
4
Buy
Oct 06, 2025
Microsoft
18.01%
▲ 19.72%
6
Buy
Oct 06, 2025
John Hancock Preferred Income Fund III
2.62%
▲ 7.86%
10
Buy
Oct 06, 2025
Prudential Financial
9.33%
▲ 1.44%
8
Buy
Oct 06, 2025
Black Stone Minerals
0.97%
▲ 0.74%
7
Buy
Oct 06, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.67%
▲ 11.70%
6
Buy
Oct 06, 2025
John Hancock Hedged Equity & Income Fund
1.72%
▲ 11.71%
5
Buy
Oct 06, 2025
AllianceBernstein
0.9%
▲ 21.13%
7
Buy
Oct 06, 2025
Heron Therapeutics
0.06%
▼ 13.43%
1
Open
Oct 06, 2025
Schwab U.S. Small-Cap ETF
1.8%
▲ 21.66%
4
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.78%
▲ 45.43%
7
Buy
Apr 03, 2025