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Individual - New Portfolio
Individual
Individual Investor
Ranked #150,769 out of 824,962 TipRanks' Investors
Success Rate
293 out of 451
profitable transactions
profitable transactions
Average Return
17.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.09%
6-Month Return▲ 29.10%
12-Month Return▲ 25.51%
YTD Return▲ 28.77%
Total Return▲ 177.37%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.04%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 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
▲ 4.39%
▲ 0.84%
▲ 0.81%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.04%
▲ 0.80%▼ 0.87%▲ 2.04%
▲ 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%
▲ 4.39%▲ 0.84%▲ 0.81%
Recent Activity
Alerian MLP ETF
0.79%
▼ 1.86%
3
Buy
Oct 23, 2025
YieldMax Semiconductor Portfolio Option Income ETF
0.14%
▼ 33.10%
4
Buy
Oct 23, 2025
Putnam BDC Income ETF
2.27%
▼ 9.70%
6
Buy
Oct 21, 2025
NEOS Bitcoin High Income ETF
3.51%
▼ 7.28%
12
Buy
Oct 21, 2025
Alexandria Equities
0.75%
▼ 14.31%
4
Buy
Oct 15, 2025
VICI Properties
0.81%
▲ 7.68%
3
Buy
Oct 09, 2025
YieldMax Target 12 Semiconductor Option Income ETF
0.14%
▲ 1.16%
1
Buy
Oct 09, 2025
iShares Core Dividend Growth ETF
0.66%
▲ 0.58%
2
Buy
Oct 08, 2025
Pfizer
―
▲ 8.48%
8
Close
Oct 04, 2025
Amplify CWP Enhanced Dividend Income ETF
2.27%
▲ 6.69%
9
Buy
Oct 01, 2025
BlackRock Enhanced Equity Dividend Trust
1.52%
▲ 4.61%
4
Buy
Oct 01, 2025
FS Global Credit Opportunities Fund
0.64%
▼ 2.48%
4
Buy
Oct 01, 2025
Amplify International Enhanced Dividend Income ETF
1.98%
▲ 8.93%
10
Buy
Oct 01, 2025
Reaves Utility Income Fund
0.64%
▼ 7.40%
7
Buy
Oct 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.54%
▼ 0.27%
2
Buy
Oct 01, 2025
Bitfarms
―
▲ 64.76%
3
Sell
Sep 28, 2025
NEOS Real Estate High Income ETF
1.6%
▼ 6.75%
9
Buy
Sep 26, 2025
NEOS Gold High Income ETF
1.03%
▲ 3.93%
1
Buy
Sep 17, 2025
Cleveland-Cliffs
―
▲ 2.52%
2
Sell
Sep 13, 2025
REX AI Equity Premium Income ETF
2.1%
▼ 2.25%
8
Buy
Sep 12, 2025