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Stable / Growth - New Portfolio
Stable / Growth
Individual Investor
Ranked #282,890 out of 810,037 TipRanks' Investors
Success Rate
14 out of 19
profitable transactions
profitable transactions
Average Return
7.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.10%
6-Month Return-
12-Month Return-
YTD Return▲ 10.90%
Total Return▲ 10.90%
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
8.91%0-8.91%
―
―
▲ 0.29%
May 2025
―
―
▲ 8.91%
Jun 2025
―
―
▲ 1.53%
Jul 2025
――▲ 0.29%
――▲ 8.91%
――▲ 1.53%
Recent Activity
Rambus
―
▲ 17.28%
2
Close
Jul 26, 2025
Stantec
5.72%
0.00%
1
Open
Jul 26, 2025
Enova International
―
▼ 3.22%
2
Close
Jul 25, 2025
Novartis
6.05%
0.00%
1
Open
Jul 25, 2025
US Foods Holding
5.62%
0.00%
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
5.79%
▲ 1.06%
1
Open
Jul 21, 2025
MasTec
6.25%
▲ 8.03%
1
Open
Jul 08, 2025
Target
―
▲ 6.19%
2
Close
Jul 03, 2025
Korn Ferry
5.9%
▼ 0.83%
1
Open
Jul 02, 2025
Synchrony Financial
6.58%
▲ 13.53%
1
Open
Jun 22, 2025
Uber Technologies
6.24%
▲ 8.64%
1
Open
Jun 02, 2025
Conocophillips
6.57%
▲ 10.26%
1
Open
May 31, 2025
Power Solutions
―
▲ 11.34%
2
Close
May 29, 2025
PepsiCo
6.62%
▲ 12.95%
1
Open
May 23, 2025
Johnson & Johnson
6.8%
▲ 11.82%
1
Open
May 23, 2025
Alphabet Class C
6.64%
▲ 15.23%
1
Open
May 18, 2025
TSMC
6.92%
▲ 25.21%
1
Open
May 18, 2025
Applied Materials
6.46%
▲ 13.69%
1
Open
May 18, 2025