tiprankstipranks

Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #485,914 out of 863,620 TipRanks' Investors
Success Rate
48%
353 out of 729
profitable transactions
Average Return
8.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.20%
6-Month Return▲ 10.78%
12-Month Return▲ 32.72%
YTD Return▲ 10.16%
Total Return▲ 199.44%

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
▼ 1.26%
▼ 0.86%
▲ 0.52%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 4.10%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 9.31%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 1.25%
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%
▼ 1.26%▼ 0.86%▲ 0.52%
▼ 0.25%▼ 4.94%▼ 4.10%
▲ 16.06%▲ 10.51%▲ 9.31%
▲ 10.00%▲ 3.75%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVGO
EVgo
0.08%
▼ 79.40%
2
Close
Mar 26, 2026
VZ
Verizon
1.97%
▲ 27.41%
7
Buy
Mar 26, 2026
WULF
TeraWulf Inc
1.39%
▲ 169.00%
3
Buy
Mar 26, 2026
VICI
VICI Properties
0.81%
▼ 2.65%
7
Close
Mar 26, 2026
BLK
BlackRock
7.42%
▲ 2.74%
16
Buy
Mar 26, 2026
O
Realty Income
0.76%
▲ 15.98%
3
Buy
Mar 26, 2026
BRK.B
Berkshire Hathaway B
1.78%
▲ 5.22%
5
Buy
Mar 26, 2026
QDVO
Amplify CWP Growth & Income ETF
3.56%
▼ 2.04%
18
Buy
Mar 26, 2026
AMLP
Alerian MLP ETF
0.78%
▲ 13.45%
4
Buy
Mar 26, 2026
STK
Columbia Seligman Premium Technology Growth Func Inc
1.84%
▲ 36.19%
5
Buy
Mar 26, 2026
CVX
Chevron
2.36%
▲ 34.32%
5
Buy
Mar 26, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
3.1%
▲ 0.49%
23
Buy
Mar 26, 2026
BDJ
BlackRock Enhanced Equity Dividend Trust
1.38%
▲ 9.49%
10
Buy
Mar 26, 2026
PLD
Prologis
1.07%
▲ 31.12%
3
Buy
Mar 26, 2026
ADC
Agree Realty
0.86%
▲ 7.57%
3
Buy
Mar 26, 2026
AIPI
REX AI Equity Premium Income ETF
0.78%
▼ 18.28%
10
Close
Mar 26, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
4.7%
▼ 2.08%
20
Buy
Mar 26, 2026
XYZ
Block
0.69%
▼ 57.96%
4
Close
Mar 26, 2026
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
1.22%
▲ 1.63%
18
Buy
Mar 26, 2026
PBDC
Putnam BDC Income ETF
1.96%
▼ 16.50%
9
Close
Mar 26, 2026