tiprankstipranks

Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #477,240 out of 861,174 TipRanks' Investors
Success Rate
48%
352 out of 729
profitable transactions
Average Return
8.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.70%
6-Month Return▲ 8.01%
12-Month Return▲ 34.23%
YTD Return▲ 8.43%
Total Return▲ 194.74%

Best Trade

AssetVanEck Digi... (DAPP)
Opened at
Closed at
Gain▲ 350.00%

Bio

I’m using 2025 to transition my portfolio into a steady income/growth portfolio.

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.66%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.26%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 0.52%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.06%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 9.31%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.38%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.66%
▼ 3.68%▲ 0.19%▼ 1.81%
▼ 0.10%▲ 0.08%▼ 0.04%
▲ 4.06%▲ 1.47%▲ 3.26%
▼ 1.33%▼ 0.86%▲ 0.52%
▲ 0.52%▼ 4.94%▼ 4.06%
▲ 16.06%▲ 10.51%▲ 9.31%
▲ 2.08%▼ 0.09%▼ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVGO
EVgo
0.09%
▼ 77.80%
2
Close
Mar 26, 2026
VZ
Verizon
1.97%
▲ 27.13%
7
Buy
Mar 26, 2026
WULF
TeraWulf Inc
1.38%
▲ 166.47%
3
Buy
Mar 26, 2026
VICI
VICI Properties
0.81%
▼ 2.86%
7
Close
Mar 26, 2026
BLK
BlackRock
7.41%
▲ 2.60%
16
Buy
Mar 26, 2026
O
Realty Income
0.79%
▲ 16.90%
3
Buy
Mar 26, 2026
BRK.B
Berkshire Hathaway B
1.75%
▲ 4.43%
5
Buy
Mar 26, 2026
QDVO
Amplify CWP Growth & Income ETF
3.47%
▼ 2.30%
18
Buy
Mar 26, 2026
AMLP
Alerian MLP ETF
0.78%
▲ 13.13%
4
Buy
Mar 26, 2026
STK
Columbia Seligman Premium Technology Growth Func Inc
1.72%
▲ 33.22%
5
Buy
Mar 26, 2026
CVX
Chevron
2.41%
▲ 34.43%
5
Buy
Mar 26, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
3.08%
▲ 0.39%
23
Buy
Mar 26, 2026
BDJ
BlackRock Enhanced Equity Dividend Trust
1.39%
▲ 9.35%
10
Buy
Mar 26, 2026
PLD
Prologis
1.03%
▲ 28.81%
3
Buy
Mar 26, 2026
ADC
Agree Realty
0.88%
▲ 7.83%
3
Buy
Mar 26, 2026
AIPI
REX AI Equity Premium Income ETF
0.75%
▼ 18.97%
10
Close
Mar 26, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
4.63%
▼ 2.27%
20
Buy
Mar 26, 2026
XYZ
Block
0.74%
▼ 56.94%
4
Close
Mar 26, 2026
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
1.22%
▲ 1.46%
18
Buy
Mar 26, 2026
PBDC
Putnam BDC Income ETF
2.15%
▼ 15.83%
9
Close
Mar 26, 2026