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Individual - New Portfolio
Individual
Individual Investor
Ranked #168,185 out of 851,848 TipRanks' Investors
Success Rate
365 out of 546
profitable transactions
profitable transactions
Average Return
13.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.26%
6-Month Return▲ 11.16%
12-Month Return▲ 25.13%
YTD Return▲ 3.75%
Total Return▲ 181.68%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.77%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.66%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.13%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 3.75%
Jan 2026
▲ 9.25%▲ 5.14%▲ 7.68%
▲ 7.60%▲ 2.30%▲ 2.77%
▲ 2.76%▲ 2.05%▲ 4.62%
▲ 12.88%▲ 3.56%▲ 4.08%
▲ 10.96%▲ 2.38%▲ 0.66%
▼ 3.58%▲ 0.19%▼ 1.84%
▼ 0.10%▲ 0.08%▼ 0.13%
▲ 5.86%▲ 1.78%▲ 3.75%
Recent Activity
Amplify CWP Growth & Income ETF
3.01%
▲ 4.12%
10
Buy
Jan 30, 2026
Amplify CWP Enhanced Dividend Income ETF
2.6%
▲ 3.93%
16
Buy
Jan 30, 2026
Amplify International Enhanced Dividend Income ETF
2.85%
▲ 18.30%
19
Buy
Jan 30, 2026
iShares Core Dividend Growth ETF
0.95%
▲ 3.54%
5
Buy
Jan 30, 2026
YieldMax Semiconductor Portfolio Option Income ETF
0.85%
▼ 1.22%
21
Buy
Jan 30, 2026
YieldMax Target 12 Semiconductor Option Income ETF
0.61%
▲ 2.92%
7
Buy
Jan 30, 2026
NEOS Enhanced Income Cash Alternative ETF
1.1%
0.00%
1
Buy
Jan 30, 2026
UnitedHealth
2.07%
▼ 8.31%
6
Buy
Jan 29, 2026
NEOS Gold High Income ETF
1.38%
▲ 14.94%
3
Buy
Jan 29, 2026
NEOS Ethereum High Income ETF
0.32%
▼ 9.80%
8
Buy
Jan 29, 2026
NEOS Real Estate High Income ETF
1.57%
▼ 10.46%
14
Buy
Jan 23, 2026
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
―
▼ 0.29%
6
Sell
Jan 23, 2026
Saba Closed-End Funds ETF
0.1%
▲ 0.91%
1
Buy
Jan 23, 2026
PIMCO Dynamic
0.12%
▲ 0.50%
1
Buy
Jan 23, 2026
Calamos Strategic Total Return Fund
0.13%
0.00%
1
Buy
Jan 23, 2026
Global Payments
―
▼ 48.70%
2
Sell
Jan 21, 2026
Reaves Utility Income Fund
0.86%
▼ 1.73%
13
Buy
Jan 16, 2026
VICI Properties
0.86%
▼ 1.28%
6
Buy
Jan 08, 2026
Alpha Architect 1-3 Month Box ETF
―
▲ 0.13%
2
Sell
Jan 08, 2026
J.P. Morgan Nasdaq Equity Premium Income ETF
3.04%
▲ 7.56%
15
Sell
Jan 07, 2026