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Individual - New Portfolio
Buckles
IndividualIndividual Investor
Ranked #197,195 out of 816,893 TipRanks' Investors
Success Rate
34 out of 48
profitable transactions
profitable transactions
Average Return
10.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.40%
6-Month Return▲ 30.20%
12-Month Return-
YTD Return▲ 37.36%
Total Return▲ 35.05%
Best Trade
Bio
Recently switched from BofA/ME so these stats might be a bit whacky. Long-term investment horizon -- focused on value and some high-growth blue chips. Mostly tech, industrials and financials
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.80%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.36%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.21%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 6.64%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 2.81%
Aug 2025
▲ 1.13%
▲ 0.63%
▲ 2.08%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.48%
▼ 1.80%▼ 5.57%▼ 6.80%
▲ 1.84%▼ 0.87%▲ 2.36%
▲ 12.20%▲ 6.28%▲ 14.88%
▲ 6.24%▲ 5.14%▲ 10.21%
▲ 27.87%▲ 2.30%▲ 6.64%
▲ 4.87%▲ 2.05%▼ 2.81%
▲ 1.13%▲ 0.63%▲ 2.08%
Recent Activity
Alphabet Class C
―
▼ 3.05%
6
Close
Jun 12, 2025
TSMC
27.15%
▲ 39.51%
6
Sell
Apr 22, 2025
Nvidia
―
▲ 7.33%
5
Close
Mar 28, 2025
Visa
―
▲ 11.21%
6
Sell
Mar 19, 2025
Alibaba
―
▲ 50.09%
4
Sell
Mar 06, 2025
GE Aerospace
10.38%
▲ 57.26%
3
Sell
Mar 04, 2025
Meta Platforms
―
▲ 17.35%
5
Close
Feb 28, 2025
Boston Scientific
―
▲ 13.45%
2
Sell
Feb 05, 2025
JPMorgan Chase
―
▲ 33.59%
2
Close
Feb 01, 2025
Microsoft
36.81%
▲ 10.11%
4
Sell
Jan 31, 2025
HSBC Holdings
―
▲ 15.85%
3
Close
Jan 30, 2025
AstraZeneca
―
▲ 6.64%
2
Close
Jan 29, 2025
Micron
―
▲ 6.10%
2
Close
Jan 29, 2025
Kroger Company
―
▼ 1.22%
2
Close
Jan 29, 2025
Procter & Gamble
―
▼ 0.95%
2
Close
Jan 01, 2025
Nike
―
▲ 1.14%
4
Close
Dec 29, 2024
VanEck Investment Grade Floating Rate ETF
―
▼ 2.63%
5
Close
Dec 29, 2024
Eaton
―
▼ 8.00%
2
Close
Dec 29, 2024
Palantir Technologies
―
▲ 4.56%
2
Close
Dec 29, 2024
Verizon
―
0.00%
2
Close
Dec 21, 2024