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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #344,280 out of 818,989 TipRanks' Investors
Success Rate
55%
103 out of 187
profitable transactions
Average Return
9.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.70%
6-Month Return▲ 22.10%
12-Month Return▲ 26.83%
YTD Return▲ 20.95%
Total Return▲ 74.53%

Best Trade

Opened at
Closed at
Gain▲ 156.76%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.32%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.30%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 4.90%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.23%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 4.27%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.41%
▼ 1.80%▼ 5.57%▼ 6.32%
▲ 1.84%▼ 0.87%▲ 2.04%
▲ 12.20%▲ 6.28%▲ 3.95%
▲ 6.24%▲ 5.14%▲ 7.30%
▲ 27.91%▲ 2.30%▲ 4.90%
▲ 4.87%▲ 2.05%▲ 0.23%
▲ 9.23%▲ 2.67%▲ 4.27%

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
9.47%
▲ 116.67%
1
Open
Mar 23, 2025
Tempus AI, Inc. Class A
5.08%
▲ 90.36%
1
Open
Mar 18, 2025
Walmart
6.04%
▲ 21.95%
1
Open
Mar 18, 2025
Broadcom
20.14%
▲ 30.59%
5
Open
Mar 09, 2025
Maplebear
5.29%
▲ 18.51%
1
Open
Mar 09, 2025
Expand Energy
5.77%
▲ 2.45%
1
Open
Mar 09, 2025
Meta Platforms
▲ 24.58%
4
Close
Mar 07, 2025
Nvidia
11.3%
▲ 62.46%
4
Buy
Mar 07, 2025
Amazon
▲ 12.10%
4
Close
Mar 07, 2025
Progressive
9.88%
▼ 1.47%
5
Buy
Mar 07, 2025
Exxon Mobil
▼ 4.06%
5
Close
Mar 07, 2025
Microsoft
12.45%
▲ 26.72%
4
Buy
Mar 07, 2025