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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #42,336 out of 757,311 TipRanks' Investors
Success Rate
75 out of 100
profitable transactions
profitable transactions
Average Return
7.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.02%
6-Month Return▲ 6.05%
12-Month Return-
YTD Return▲ 12.65%
Total Return▲ 12.65%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.68%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.20%
Sep 2024
▲ 14.08%▲ 5.22%▲ 4.58%
▲ 5.05%▲ 3.27%▲ 2.28%
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.76%▲ 1.21%▲ 3.32%
▼ 4.21%▲ 2.34%▲ 2.68%
▲ 2.65%▼ 0.40%▲ 0.20%
Recent Activity
Enterprise Products Partners
6.09%
▲ 8.20%
5
Buy
Aug 27, 2024
Energy Transfer
2.8%
▲ 8.26%
6
Buy
Aug 27, 2024
John Hancock Preferred Income Fund III
2.43%
▲ 8.28%
5
Buy
Aug 27, 2024
AllianceBernstein
0.41%
▲ 2.82%
3
Buy
Aug 27, 2024
John Hancock Hedged Equity & Income Fund
1.18%
▲ 5.57%
2
Buy
Aug 16, 2024
iShares U.S. Technology ETF
6.51%
▲ 2.85%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
0.98%
▲ 2.73%
3
Buy
Jul 16, 2024
Vanguard Mega Cap Value ETF
4.26%
▲ 10.85%
4
Buy
Jul 12, 2024
Vanguard Value ETF
0.78%
▲ 9.80%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.88%
▲ 6.55%
3
Buy
Jul 12, 2024
Invesco Global Health Care Fund Cl A
1.11%
▲ 1.72%
1
Open
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.45%
▲ 0.90%
1
Open
Jul 12, 2024
Black Stone Minerals
0.57%
▼ 5.74%
4
Buy
Jul 03, 2024
iShares U.S. Medical Devices ETF
0.79%
▲ 4.86%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.4%
▼ 1.87%
3
Buy
Jun 18, 2024
Becton Dickinson
0.47%
▼ 1.14%
2
Buy
Jun 18, 2024
Microsoft
17.65%
▲ 1.61%
3
Buy
Jun 18, 2024
Prudential Financial
11.84%
▲ 7.78%
5
Buy
Jun 18, 2024