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Stable / Growth - New Portfolio
Stable / Growth
Individual Investor
Ranked #254,656 out of 831,456 TipRanks' Investors
Success Rate
18 out of 25
profitable transactions
profitable transactions
Average Return
20.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.99%
6-Month Return▲ 24.96%
12-Month Return-
YTD Return▲ 29.77%
Total Return▲ 29.77%
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
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 0.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.13%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.96%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.49%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 1.01%
Dec 2025
▲ 11.63%▲ 6.28%▲ 0.29%
▲ 9.25%▲ 5.14%▲ 8.92%
▲ 7.60%▲ 2.30%▼ 0.03%
▲ 2.76%▲ 2.05%▲ 3.13%
▲ 12.88%▲ 3.56%▲ 7.06%
▲ 10.96%▲ 2.38%▲ 3.96%
▼ 3.44%▲ 0.19%▲ 2.49%
▲ 1.44%▲ 0.34%▲ 1.01%
Recent Activity
Conocophillips
―
▲ 10.56%
2
Close
Aug 13, 2025
Kontoor Brands
1.02%
▲ 14.04%
1
Open
Aug 10, 2025
BGC Group
0.82%
▼ 13.19%
1
Open
Aug 08, 2025
Korn Ferry
―
▼ 6.89%
2
Close
Aug 01, 2025
Textron
1.04%
▲ 6.97%
1
Open
Jul 30, 2025
Rambus
―
▲ 17.33%
2
Close
Jul 26, 2025
Stantec
0.82%
▼ 12.28%
1
Open
Jul 26, 2025
Enova International
―
▼ 8.35%
2
Close
Jul 25, 2025
Novartis
1.14%
▲ 12.29%
1
Open
Jul 25, 2025
US Foods Holding
0.86%
▼ 8.58%
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
1.03%
▲ 7.64%
1
Open
Jul 21, 2025
MasTec
1.26%
▲ 30.48%
1
Open
Jul 08, 2025
Target
―
▲ 6.19%
2
Close
Jul 03, 2025
Synchrony Financial
1.23%
▲ 28.13%
1
Open
Jun 22, 2025
Uber Technologies
1.05%
▲ 9.18%
1
Open
Jun 02, 2025
Power Solutions
―
▲ 11.34%
2
Close
May 29, 2025
PepsiCo
1.11%
▲ 15.58%
1
Open
May 23, 2025
Johnson & Johnson
1.35%
▲ 34.99%
1
Open
May 23, 2025