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****5845 - New Portfolio

William Brice

****5845
Individual Investor
Ranked #66,467 out of 858,889 TipRanks' Investors
Success Rate
76%
714 out of 939
profitable transactions
Average Return
15.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.47%
6-Month Return▲ 14.40%
12-Month Return▲ 31.14%
YTD Return▲ 6.95%
Total Return▲ 52.81%

Best Trade

Opened at
Closed at
Gain▲ 616.29%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.87%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.83%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.04%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.04%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.14%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.31%
▲ 10.96%▲ 2.38%▼ 0.87%
▼ 3.68%▲ 0.19%▲ 5.65%
▼ 0.10%▲ 0.08%▼ 0.56%
▲ 4.06%▲ 1.47%▲ 3.83%
▼ 1.12%▼ 0.86%▲ 5.04%
▲ 0.60%▼ 4.94%▼ 3.04%
▲ 4.89%▲ 4.48%▲ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Denny's
▼ 6.61%
4
Close
Jan 16, 2026
McDonald's
3.12%
▲ 4.00%
46
Buy
Nov 26, 2025
Walmart
6.83%
▲ 51.51%
92
Buy
Nov 26, 2025
Schwab US Dividend Equity ETF
56.63%
▲ 12.91%
245
Buy
Nov 26, 2025
T Mobile US
0.55%
▼ 7.76%
10
Buy
Nov 24, 2025
Starbucks
2.02%
▲ 12.07%
27
Buy
Nov 24, 2025
Restaurant Brands International
3.24%
▲ 16.02%
52
Buy
Nov 24, 2025
CVS Health
0.65%
▲ 27.69%
13
Buy
Nov 24, 2025
Domino's Pizza
1.25%
▼ 10.13%
30
Buy
Nov 20, 2025
Nvidia
0.13%
▲ 259.86%
5
Buy
Nov 19, 2025
Target
1.37%
▲ 11.80%
11
Buy
Nov 19, 2025
Marathon Petroleum
2.28%
▲ 35.38%
7
Buy
Nov 18, 2025
Yum! Brands
0.93%
▲ 5.85%
38
Buy
Nov 18, 2025
Netflix
0.02%
▲ 10.24%
2
Buy
Nov 18, 2025
Apple
2.95%
▲ 20.46%
59
Buy
Nov 14, 2025
Tesla
0.01%
▼ 23.10%
1
Buy
Nov 05, 2025
Krispy Kreme
0.28%
▼ 18.60%
17
Buy
Oct 28, 2025
Dick's Sporting Goods
0.93%
▲ 29.19%
4
Buy
Oct 18, 2025
Charter Communications
0.06%
▲ 8.25%
9
Buy
Oct 14, 2025
BP
1.92%
▲ 43.52%
22
Buy
Oct 09, 2025