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Stable / Growth - New Portfolio
Stable / Growth
Individual Investor
Ranked #217,240 out of 818,098 TipRanks' Investors
Success Rate
20 out of 25
profitable transactions
profitable transactions
Average Return
10.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.00%
6-Month Return-
12-Month Return-
YTD Return▲ 17.89%
Total Return▲ 17.89%
Best Trade
Bio
Portfolio description: Potential moderate-growth portfolio. At time of addition to portfolio stocks appear to be undervalued or fairly valued, decent fundamentals, 20–50% upside. Potential dividend income. 3-12 month time horizon.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.29%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.91%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.03%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.13%
Aug 2025
▲ 8.72%
▲ 1.92%
▲ 4.68%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%▲ 0.29%
▲ 6.24%▲ 5.14%▲ 8.91%
▲ 27.87%▲ 2.30%▼ 0.03%
▲ 4.87%▲ 2.05%▲ 3.13%
▲ 8.72%▲ 1.92%▲ 4.68%
Recent Activity
Conocophillips
―
▲ 10.56%
2
Close
Aug 13, 2025
Kontoor Brands
1.11%
▲ 21.11%
1
Open
Aug 10, 2025
BGC Group
0.97%
▲ 0.21%
1
Open
Aug 08, 2025
Korn Ferry
―
▼ 6.89%
2
Close
Aug 01, 2025
Textron
1.03%
▲ 4.10%
1
Open
Jul 30, 2025
Rambus
―
▲ 17.33%
2
Close
Jul 26, 2025
Stantec
0.97%
▲ 1.86%
1
Open
Jul 26, 2025
Enova International
―
▼ 8.35%
2
Close
Jul 25, 2025
Novartis
1.09%
▲ 5.45%
1
Open
Jul 25, 2025
US Foods Holding
0.93%
▼ 3.40%
1
Open
Jul 25, 2025
CVS Health
―
▼ 5.40%
2
Close
Jul 24, 2025
Lockheed Martin
―
▼ 10.21%
2
Close
Jul 23, 2025
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
1.01%
▲ 3.81%
1
Open
Jul 21, 2025
MasTec
1.11%
▲ 12.79%
1
Open
Jul 08, 2025
Target
―
▲ 6.19%
2
Close
Jul 03, 2025
Synchrony Financial
1.18%
▲ 19.68%
1
Open
Jun 22, 2025
Uber Technologies
1.12%
▲ 14.65%
1
Open
Jun 02, 2025
Power Solutions
―
▲ 11.34%
2
Close
May 29, 2025
PepsiCo
1.12%
▲ 13.29%
1
Open
May 23, 2025
Johnson & Johnson
1.22%
▲ 18.28%
1
Open
May 23, 2025