Stable / Growth - New Portfolio
Stable / Growth
Individual Investor
Ranked #161,004 out of 858,800 TipRanks' Investors
Success Rate
19 out of 25
profitable transactions
profitable transactions
Average Return
39.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.77%
6-Month Return▲ 28.56%
12-Month Return-
YTD Return▲ 18.52%
Total Return▲ 53.34%
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%
▲ 12.88%
▲ 3.56%
▲ 7.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.96%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.42%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.20%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.44%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 6.01%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.06%
▲ 10.96%▲ 2.38%▲ 3.96%
▼ 3.68%▲ 0.19%▲ 2.42%
▼ 0.10%▲ 0.08%▲ 0.79%
▲ 4.06%▲ 1.47%▲ 8.20%
▼ 1.12%▼ 0.86%▲ 7.01%
▲ 0.60%▼ 4.94%▼ 3.44%
▲ 4.98%▲ 4.55%▲ 6.01%
Recent Activity
Conocophillips
―
▲ 10.56%
2
Close
Aug 13, 2025
Kontoor Brands
0.93%
▲ 10.54%
1
Open
Aug 10, 2025
BGC Group
0.99%
▲ 9.16%
1
Open
Aug 08, 2025
Korn Ferry
―
▼ 6.89%
2
Close
Aug 01, 2025
Textron
1.08%
▲ 17.20%
1
Open
Jul 30, 2025
Rambus
―
▲ 17.33%
2
Close
Jul 26, 2025
Stantec
0.72%
▼ 18.54%
1
Open
Jul 26, 2025
Enova International
―
▼ 8.35%
2
Close
Jul 25, 2025
Novartis
1.27%
▲ 34.32%
1
Open
Jul 25, 2025
US Foods Holding
1.01%
▲ 11.93%
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
1.13%
▲ 24.10%
1
Open
Jul 21, 2025
MasTec
1.96%
▲ 112.42%
1
Open
Jul 08, 2025
Target
―
▲ 6.19%
2
Close
Jul 03, 2025
Synchrony Financial
1.06%
▲ 16.05%
1
Open
Jun 22, 2025
Uber Technologies
0.79%
▼ 14.14%
1
Open
Jun 02, 2025
Power Solutions
―
▲ 11.34%
2
Close
May 29, 2025
PepsiCo
1.15%
▲ 26.64%
1
Open
May 23, 2025
Johnson & Johnson
1.54%
▲ 62.18%
1
Open
May 23, 2025