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Individual - New Portfolio
Individual
Individual Investor
Ranked #230,273 out of 810,447 TipRanks' Investors
Success Rate
230 out of 386
profitable transactions
profitable transactions
Average Return
10.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.72%
6-Month Return▲ 13.13%
12-Month Return▲ 4.28%
YTD Return▲ 17.51%
Total Return▲ 153.35%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
29.34%0-29.34%
▲ 5.10%
▼ 2.41%
▼ 7.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.04%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 29.34%
▲ 3.09%
▲ 3.72%
Jul 2025
▲ 5.10%▼ 2.41%▼ 7.93%
▲ 6.03%▲ 2.69%▲ 3.50%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 2.04%
▲ 1.84%▼ 0.87%▲ 2.04%
▲ 12.20%▲ 6.28%▲ 5.59%
▲ 6.24%▲ 5.14%▲ 7.68%
▲ 29.34%▲ 3.09%▲ 3.72%
Recent Activity
NEOS Real Estate High Income ETF
0.97%
▼ 13.45%
5
Buy
Jul 25, 2025
Reaves Utility Income Fund
0.27%
▲ 1.34%
2
Buy
Jul 25, 2025
Pfizer
1.11%
▼ 4.17%
6
Buy
Jul 17, 2025
Amplify International Enhanced Dividend Income ETF
1.4%
▲ 1.41%
6
Buy
Jul 15, 2025
Phillips 66
―
▲ 4.90%
2
Close
Jul 11, 2025
Valero Energy
―
▲ 0.99%
2
Sell
Jul 02, 2025
Amplify CWP Enhanced Dividend Income ETF
2.18%
▲ 3.25%
8
Buy
Jul 02, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.52%
▼ 0.71%
14
Buy
Jul 02, 2025
NEOS Russell 2000 High Income ETF
4.46%
▼ 1.28%
12
Buy
Jul 02, 2025
NEOS Bitcoin High Income ETF
1.83%
▲ 1.14%
4
Buy
Jul 02, 2025
Morgan Stanley
―
▲ 5.80%
2
Sell
Jul 01, 2025
Bank of America
―
▲ 2.65%
2
Sell
Jul 01, 2025
Oxford Lane Capital
0.39%
▼ 20.47%
7
Buy
Jul 01, 2025
VanEck Digital Transformation ETF
―
▲ 350.00%
2
Close
Jun 17, 2025
REX FANG & Innovation Equity Premium Income ETF
―
▼ 13.60%
5
Close
Jun 12, 2025
American Superconductor
―
▲ 68.90%
2
Sell
Jun 10, 2025
Karman Holdings Inc.
0.04%
▲ 6.80%
1
Buy
Jun 10, 2025
ViaSat
0.02%
▲ 54.38%
6
Buy
Jun 09, 2025
AeroVironment
0.06%
▲ 71.93%
6
Buy
Jun 09, 2025
Science Applications
0.03%
▲ 7.81%
7
Buy
Jun 09, 2025