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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #66,150 out of 858,889 TipRanks' Investors
Success Rate
76%
120 out of 159
profitable transactions
Average Return
17.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.61%
6-Month Return▲ 6.90%
12-Month Return▲ 23.63%
YTD Return▲ 1.94%
Total Return▲ 32.82%

Best Trade

Opened at
Closed at-
Gain▲ 91.12%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.42%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.62%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.13%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.12%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.68%▲ 0.19%▲ 2.64%
▼ 0.10%▲ 0.08%▼ 0.47%
▲ 4.06%▲ 1.47%▲ 3.42%
▼ 1.12%▼ 0.86%▲ 0.62%
▲ 0.60%▼ 4.94%▼ 3.13%
▲ 4.89%▲ 4.48%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sunoco
▲ 11.65%
6
Close
Feb 01, 2026
Synovus
▲ 48.17%
2
Close
Dec 31, 2025
Pinnacle Financial Partners
0.62%
▼ 2.54%
1
Open
Dec 31, 2025
Enterprise Products Partners
7.68%
▲ 38.35%
9
Buy
Dec 18, 2025
Energy Transfer
3.56%
▲ 31.82%
11
Buy
Dec 18, 2025
Johnson & Johnson
7.19%
▲ 48.73%
5
Buy
Dec 18, 2025
Microsoft
13.27%
▼ 14.09%
7
Buy
Dec 18, 2025
John Hancock Preferred Income Fund III
2.47%
▲ 3.97%
11
Buy
Dec 18, 2025
iShares U.S. Technology ETF
9.46%
▲ 34.04%
8
Buy
Dec 18, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.77%
▲ 10.70%
7
Buy
Dec 18, 2025
John Hancock Hedged Equity & Income Fund
1.8%
▲ 16.50%
6
Buy
Dec 18, 2025
AllianceBernstein
0.88%
▲ 16.41%
8
Buy
Dec 18, 2025
Hercules Capital, Inc.
1.33%
▼ 13.92%
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
0.07%
▼ 30.43%
2
Buy
Nov 23, 2025
Adobe
0.12%
▼ 29.30%
1
Open
Nov 23, 2025
General Mills
▼ 15.33%
3
Close
Oct 22, 2025
Vanguard Mega Cap Value ETF
4.84%
▲ 28.14%
6
Buy
Oct 06, 2025
US Bancorp
3.07%
▲ 37.21%
4
Buy
Oct 06, 2025