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Individual - New Portfolio

Don Bryan

Individual
Individual Investor
Ranked #611,342 out of 830,412 TipRanks' Investors
Success Rate
57%
69 out of 121
profitable transactions
Average Return
-0.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.52%
6-Month Return▲ 26.05%
12-Month Return▲ 40.20%
YTD Return▲ 47.28%
Total Return▲ 29.60%

Best Trade

Opened at
Closed at
Gain▲ 160.19%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 1.02%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.06%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.04%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.52%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 1.02%
▲ 11.63%▲ 6.28%▲ 2.92%
▲ 9.25%▲ 5.14%▲ 7.24%
▲ 7.60%▲ 2.30%▲ 7.06%
▲ 2.76%▲ 2.05%▲ 2.69%
▲ 12.88%▲ 3.56%▲ 3.67%
▲ 10.96%▲ 2.38%▲ 4.04%
▼ 3.44%▲ 0.19%▼ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Simon Property
▲ 15.10%
5
Close
Aug 26, 2025
Philip Morris
▲ 49.22%
5
Close
Aug 26, 2025
Axcelis Technologies
▲ 14.57%
2
Sell
Aug 26, 2025
A10 Networks
▲ 32.10%
3
Close
Aug 26, 2025
AbbVie
▲ 8.92%
2
Close
Aug 26, 2025
Visa
▼ 0.10%
2
Sell
Aug 26, 2025
Home Depot
▲ 14.89%
2
Close
Aug 26, 2025
Procter & Gamble
▲ 2.73%
3
Close
Aug 26, 2025
Johnson & Johnson
▲ 9.47%
2
Close
Aug 26, 2025
Costco
▼ 0.77%
2
Close
Aug 26, 2025
United Parcel
▲ 2.28%
2
Close
Aug 26, 2025
PepsiCo
4.03%
▲ 0.62%
3
Sell
Aug 25, 2025
Schwab US Dividend Equity ETF
5.64%
▲ 1.04%
6
Buy
Aug 25, 2025
Vanguard Total World Stock ETF
50.4%
▲ 5.73%
5
Buy
Aug 25, 2025
Vanguard Total International Stock ETF
11.49%
▲ 4.36%
2
Buy
Aug 25, 2025
Prudential Financial
▼ 4.48%
5
Close
Aug 21, 2025
Super Micro Computer
▼ 21.74%
3
Close
Aug 21, 2025
Somnigroup International
▲ 63.13%
3
Close
Aug 20, 2025
Charter Communications
▲ 0.44%
2
Close
Aug 20, 2025
Verizon
▲ 8.02%
6
Close
Aug 19, 2025