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Individual - New Portfolio

Buckles

Individual
Individual Investor
Ranked #211,872 out of 858,885 TipRanks' Investors
Success Rate
69%
33 out of 48
profitable transactions
Average Return
15.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return▲ 2.93%
12-Month Return▲ 61.46%
YTD Return▲ 2.30%
Total Return▲ 56.50%

Best Trade

Opened at
Closed at-
Gain▲ 212.06%

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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 12.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.50%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.53%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.22%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.67%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 12.31%
▲ 10.96%▲ 2.38%▲ 4.16%
▼ 3.68%▲ 0.19%▼ 3.57%
▼ 0.10%▲ 0.08%▲ 2.50%
▲ 4.06%▲ 1.47%▲ 0.53%
▼ 1.12%▼ 0.86%▲ 6.26%
▲ 0.60%▼ 4.94%▼ 10.22%
▲ 4.89%▲ 4.48%▲ 6.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▼ 3.05%
6
Close
Jun 12, 2025
TSMC
38.85%
▲ 112.41%
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
10.77%
▲ 73.66%
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
25.92%
▼ 4.96%
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