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Stable / Growth - New Portfolio
Stable / Growth
Individual Investor
Ranked #183,881 out of 806,636 TipRanks' Investors
Success Rate
15 out of 17
profitable transactions
profitable transactions
Average Return
9.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.17%
6-Month Return-
12-Month Return-
YTD Return▲ 11.46%
Total Return▲ 11.46%
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
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.83%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.29%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.91%
Jun 2025
▲ 0.02%
▲ 1.21%
▲ 2.04%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.83%▼ 0.87%―
▲ 12.20%▲ 6.28%▲ 0.29%
▲ 6.24%▲ 5.14%▲ 8.91%
▲ 0.02%▲ 1.21%▲ 2.04%
Recent Activity
Target
―
▲ 6.19%
2
Close
Jul 03, 2025
Korn Ferry
6.3%
▼ 0.24%
1
Open
Jul 02, 2025
Enova International
6.34%
▲ 0.34%
1
Open
Jul 02, 2025
Synchrony Financial
6.82%
▲ 10.92%
1
Open
Jun 22, 2025
Uber Technologies
6.83%
▲ 11.94%
1
Open
Jun 02, 2025
Rambus
7.21%
▲ 20.35%
1
Open
Jun 02, 2025
Conocophillips
6.83%
▲ 8.03%
1
Open
May 31, 2025
Power Solutions
―
▲ 11.34%
2
Close
May 29, 2025
PepsiCo
6.58%
▲ 5.82%
1
Open
May 23, 2025
Johnson & Johnson
6.64%
▲ 2.88%
1
Open
May 23, 2025
Lockheed Martin
5.62%
▼ 0.97%
1
Open
May 21, 2025
Alphabet Class C
6.59%
▲ 7.68%
1
Open
May 18, 2025
TSMC
7.14%
▲ 21.68%
1
Open
May 18, 2025
Applied Materials
6.97%
▲ 15.46%
1
Open
May 18, 2025
Coterra Energy
6.13%
▲ 2.94%
1
Open
May 18, 2025
Micron
7.43%
▲ 23.96%
1
Open
May 18, 2025
CVS Health
6.56%
▲ 7.41%
1
Open
May 18, 2025