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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #133,433 out of 852,569 TipRanks' Investors
Success Rate
33 out of 38
profitable transactions
profitable transactions
Average Return
9.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.25%
6-Month Return▲ 8.90%
12-Month Return-
YTD Return▲ 6.06%
Total Return▲ 12.58%
Best Trade
Bio
Dividends Only
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.69%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.13%
Jan 2026
▼ 0.78%
▼ 0.84%
▲ 0.88%
Feb 2026
▲ 7.60%▲ 2.30%▲ 2.64%
▲ 2.76%▲ 2.05%▲ 2.74%
▲ 12.88%▲ 3.56%▼ 1.64%
▲ 10.96%▲ 2.38%▼ 1.69%
▼ 3.58%▲ 0.19%▲ 2.72%
▼ 0.10%▲ 0.08%▲ 0.34%
▲ 4.06%▲ 1.47%▲ 5.13%
▼ 0.78%▼ 0.84%▲ 0.88%
Recent Activity
Hercules Capital
―
▲ 0.75%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.31%
▲ 5.77%
5
Sell
Aug 15, 2025
Alexandria Equities
―
▲ 2.12%
2
Close
Aug 15, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.16%
▲ 7.55%
1
Open
Aug 15, 2025
W. P. Carey Inc.
―
▲ 5.00%
2
Close
Aug 14, 2025
Simon Property
―
▲ 10.00%
7
Close
Aug 13, 2025
United Parcel
0.68%
▲ 34.89%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.23%
▲ 10.84%
1
Open
Aug 08, 2025
T Rowe Price
0.05%
▲ 1.63%
3
Open
Aug 07, 2025
Starwood Property
0.04%
▼ 2.39%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
6.06%
▲ 16.36%
1
Open
Jun 13, 2025
Chevron
6.58%
▲ 26.99%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
5.91%
▲ 10.12%
1
Open
Jun 13, 2025
Oneok
8.8%
▲ 0.02%
1
Open
Jun 13, 2025
Exxon Mobil
10.12%
▲ 34.02%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.02%
▲ 7.40%
1
Open
Jun 13, 2025
Global X MLP ETF
3.11%
▲ 7.08%
1
Open
Jun 13, 2025
Main Street Capital
2.43%
▲ 11.03%
1
Open
Jun 13, 2025