tiprankstipranks

Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #455,859 out of 858,896 TipRanks' Investors
Success Rate
48%
349 out of 729
profitable transactions
Average Return
8.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.06%
6-Month Return▲ 3.23%
12-Month Return▲ 36.52%
YTD Return▲ 3.17%
Total Return▲ 180.44%

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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.08%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 0.52%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.07%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.61%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.08%
▲ 10.96%▲ 2.38%▲ 0.66%
▼ 3.68%▲ 0.19%▼ 1.81%
▼ 0.10%▲ 0.08%▼ 0.04%
▲ 4.06%▲ 1.47%▲ 3.26%
▼ 1.12%▼ 0.86%▲ 0.52%
▲ 0.60%▼ 4.94%▼ 4.07%
▲ 4.89%▲ 4.48%▲ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVGO
EVgo
0.08%
▼ 79.07%
2
Close
Mar 26, 2026
VZ
Verizon
1.99%
▲ 26.58%
7
Buy
Mar 26, 2026
WULF
TeraWulf Inc
1.22%
▲ 150.14%
3
Buy
Mar 26, 2026
VICI
VICI Properties
0.85%
▼ 2.85%
7
Close
Mar 26, 2026
BLK
BlackRock
7.35%
▲ 2.26%
16
Buy
Mar 26, 2026
O
Realty Income
0.83%
▲ 17.09%
3
Buy
Mar 26, 2026
BRK.B
Berkshire Hathaway B
1.87%
▲ 4.93%
5
Buy
Mar 26, 2026
QDVO
Amplify CWP Growth & Income ETF
3.45%
▼ 2.62%
18
Buy
Mar 26, 2026
AMLP
Alerian MLP ETF
0.79%
▲ 12.28%
4
Buy
Mar 26, 2026
STK
Columbia Seligman Premium Technology Growth Func Inc
1.51%
▲ 28.25%
5
Buy
Mar 26, 2026
CVX
Chevron
2.47%
▲ 33.94%
5
Buy
Mar 26, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
3.25%
▲ 0.39%
23
Buy
Mar 26, 2026
BDJ
BlackRock Enhanced Equity Dividend Trust
1.44%
▲ 9.17%
10
Buy
Mar 26, 2026
PLD
Prologis
1.07%
▲ 28.31%
3
Buy
Mar 26, 2026
ADC
Agree Realty
0.95%
▲ 8.87%
3
Buy
Mar 26, 2026
AIPI
REX AI Equity Premium Income ETF
0.73%
▼ 19.70%
10
Close
Mar 26, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
4.61%
▼ 2.55%
20
Buy
Mar 26, 2026
XYZ
Block
0.67%
▼ 59.53%
4
Close
Mar 26, 2026
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
1.25%
▲ 1.30%
18
Buy
Mar 26, 2026
PBDC
Putnam BDC Income ETF
2.08%
▼ 16.50%
9
Close
Mar 26, 2026