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Individual - New Portfolio
Individual
Individual Investor
Ranked #183,750 out of 831,094 TipRanks' Investors
Success Rate
303 out of 474
profitable transactions
profitable transactions
Average Return
13.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.43%
6-Month Return▲ 17.84%
12-Month Return▲ 18.07%
YTD Return▲ 26.15%
Total Return▲ 171.72%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.59%
May 2025
▲ 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
▼ 3.44%
▲ 0.19%
▼ 1.83%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 0.06%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.59%
▲ 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%
▼ 3.44%▲ 0.19%▼ 1.83%
▲ 0.26%▲ 0.07%▼ 0.06%
Recent Activity
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.53%
▼ 1.58%
4
Buy
Dec 01, 2025
Amplify CWP Enhanced Dividend Income ETF
2.32%
▲ 8.05%
11
Buy
Nov 28, 2025
BlackRock Enhanced Equity Dividend Trust
1.57%
▲ 4.30%
6
Buy
Nov 28, 2025
FS Global Credit Opportunities Fund
0.6%
▼ 9.79%
6
Buy
Nov 28, 2025
Amplify International Enhanced Dividend Income ETF
2.06%
▲ 9.87%
12
Buy
Nov 28, 2025
NEOS Real Estate High Income ETF
1.59%
▼ 7.88%
11
Buy
Nov 28, 2025
Reaves Utility Income Fund
0.65%
▼ 6.45%
9
Buy
Nov 28, 2025
YieldMax Semiconductor Portfolio Option Income ETF
0.15%
▼ 10.89%
9
Buy
Nov 28, 2025
Rivian Automotive
―
▲ 26.23%
2
Sell
Nov 11, 2025
YieldMax Target 12 Semiconductor Option Income ETF
0.15%
▲ 3.35%
2
Buy
Nov 06, 2025
Nucor
―
▲ 2.95%
2
Close
Oct 30, 2025
NEOS Bitcoin High Income ETF
3.07%
▼ 21.53%
13
Buy
Oct 30, 2025
Alerian MLP ETF
0.8%
▲ 0.36%
3
Buy
Oct 23, 2025
Putnam BDC Income ETF
2.36%
▼ 6.55%
6
Buy
Oct 21, 2025
Alexandria Equities
0.47%
▼ 46.05%
4
Buy
Oct 15, 2025
VICI Properties
0.73%
▲ 0.30%
3
Buy
Oct 09, 2025
iShares Core Dividend Growth ETF
0.67%
▲ 2.71%
2
Buy
Oct 08, 2025
Pfizer
―
▲ 8.48%
8
Close
Oct 04, 2025
Bitfarms
―
▲ 64.76%
3
Sell
Sep 28, 2025
NEOS Gold High Income ETF
1.06%
▲ 6.66%
1
Buy
Sep 17, 2025