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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #94,511 out of 802,872 TipRanks' Investors
Success Rate
90 out of 131
profitable transactions
profitable transactions
Average Return
9.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.36%
6-Month Return▲ 0.99%
12-Month Return▲ 13.07%
YTD Return▲ 3.33%
Total Return▲ 18.50%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.52%
May 2025
▲ 4.71%
▲ 1.75%
▲ 1.66%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.70%
▲ 5.43%▼ 2.41%▼ 5.02%
▲ 5.99%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.76%▼ 0.87%▼ 3.45%
▲ 12.21%▲ 6.28%▲ 3.52%
▲ 4.71%▲ 1.75%▲ 1.66%
Recent Activity
Energy Transfer
3.2%
▲ 17.13%
9
Buy
Apr 03, 2025
Microsoft
18.67%
▲ 15.44%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.57%
▼ 2.67%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.78%
▲ 7.50%
4
Buy
Apr 03, 2025
Prudential Financial
10.32%
▼ 0.98%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.01%
▲ 17.30%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.05%
▼ 4.05%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.16%
▲ 8.54%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.62%
▲ 6.63%
4
Buy
Apr 03, 2025
AllianceBernstein
0.76%
▲ 21.91%
6
Buy
Apr 03, 2025
AbbVie
17.28%
▲ 12.95%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.63%
▲ 15.72%
7
Buy
Feb 20, 2025
Sunoco
1.24%
▼ 0.65%
4
Buy
Feb 20, 2025
US Bancorp
2.57%
▲ 10.81%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.2%
▲ 11.51%
5
Buy
Dec 12, 2024
Becton Dickinson
0.39%
▼ 24.57%
3
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
Ellington Financial
―
▼ 0.85%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.76%
▲ 12.16%
2
Buy
Jul 12, 2024