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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #360,608 out of 834,043 TipRanks' Investors
Success Rate
55%
102 out of 187
profitable transactions
Average Return
9.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.03%
6-Month Return▲ 12.89%
12-Month Return▲ 22.27%
YTD Return▲ 24.38%
Total Return▲ 79.51%

Best Trade

Opened at
Closed at
Gain▲ 156.76%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.95%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.30%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.32%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.03%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.95%
▲ 9.25%▲ 5.14%▲ 7.30%
▲ 7.60%▲ 2.30%▲ 4.90%
▲ 2.76%▲ 2.05%▲ 0.23%
▲ 12.88%▲ 3.56%▲ 5.07%
▲ 10.96%▲ 2.38%▲ 3.33%
▼ 3.57%▲ 0.19%▼ 1.32%
▲ 1.55%▲ 1.31%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
▼ 1.13%
3
Close
Jun 11, 2025
Apple
▼ 4.16%
6
Close
Jun 01, 2025
Eli Lilly & Co
▼ 12.55%
6
Close
Jun 01, 2025
Vertex Pharmaceuticals
▼ 5.73%
4
Close
Jun 01, 2025
Verint Systems
▼ 20.43%
2
Close
Jun 01, 2025
SentinelOne
▼ 5.17%
2
Close
Jun 01, 2025
Compass
▼ 33.79%
2
Close
Jun 01, 2025
UnitedHealth
▼ 39.52%
2
Close
Jun 01, 2025
Reddit Inc Class A
7.87%
▲ 80.70%
1
Open
Mar 23, 2025
Tempus AI, Inc. Class A
3.64%
▲ 37.08%
1
Open
Mar 18, 2025
Walmart
6.49%
▲ 31.80%
1
Open
Mar 18, 2025
Broadcom
20.45%
▲ 31.69%
5
Open
Mar 09, 2025
Maplebear
5.33%
▲ 19.68%
1
Open
Mar 09, 2025
Expand Energy
6.36%
▲ 13.98%
1
Open
Mar 09, 2025
Meta Platforms
▲ 24.58%
4
Close
Mar 07, 2025
Nvidia
12.17%
▲ 75.64%
4
Buy
Mar 07, 2025
Amazon
▲ 12.10%
4
Close
Mar 07, 2025
Progressive
9.23%
▼ 5.84%
5
Buy
Mar 07, 2025
Exxon Mobil
▼ 2.90%
5
Close
Mar 07, 2025
Microsoft
11.9%
▲ 21.78%
4
Buy
Mar 07, 2025