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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #378,893 out of 859,299 TipRanks' Investors
Success Rate
54%
101 out of 187
profitable transactions
Average Return
9.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.19%
6-Month Return▲ 0.43%
12-Month Return▲ 34.05%
YTD Return▲ 0.59%
Total Return▲ 78.44%

Best Trade

Opened at
Closed at-
Gain▲ 157.32%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.33%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.43%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.49%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.64%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.63%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.83%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.07%
▲ 10.96%▲ 2.38%▲ 3.33%
▼ 3.68%▲ 0.19%▼ 1.43%
▼ 0.10%▲ 0.08%▼ 1.04%
▲ 4.06%▲ 1.47%▼ 2.49%
▼ 1.12%▼ 0.86%▼ 1.64%
▲ 0.60%▼ 4.94%▼ 3.63%
▲ 12.62%▲ 7.63%▲ 8.83%

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
5.94%
▲ 26.84%
1
Open
Mar 23, 2025
Tempus AI, Inc. Class A
3.17%
▲ 23.33%
1
Open
Mar 18, 2025
Walmart
8.01%
▲ 47.46%
1
Open
Mar 18, 2025
Broadcom
24.41%
▲ 37.90%
5
Open
Mar 09, 2025
Maplebear
5.07%
▲ 7.78%
1
Open
Mar 09, 2025
Expand Energy
6.13%
▲ 0.53%
1
Open
Mar 09, 2025
Meta Platforms
▲ 24.58%
4
Close
Mar 07, 2025
Nvidia
13.85%
▲ 83.34%
4
Buy
Mar 07, 2025
Amazon
▲ 12.10%
4
Close
Mar 07, 2025
Progressive
8.82%
▼ 9.69%
5
Buy
Mar 07, 2025
Exxon Mobil
▲ 2.92%
5
Close
Mar 07, 2025
Microsoft
10.58%
▲ 2.68%
4
Buy
Mar 07, 2025