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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #318,333 out of 833,364 TipRanks' Investors
Success Rate
26 out of 38
profitable transactions
profitable transactions
Average Return
4.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.14%
6-Month Return▲ 5.66%
12-Month Return-
YTD Return▲ 5.87%
Total Return▲ 5.87%
Best Trade
Bio
Dividends Only
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.01%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.69%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.68%
Nov 2025
▼ 0.06%
▲ 0.51%
▲ 0.11%
Dec 2025
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%▲ 1.01%
▲ 7.60%▲ 2.30%▲ 2.64%
▲ 2.76%▲ 2.05%▲ 2.74%
▲ 12.88%▲ 3.56%▼ 1.65%
▲ 10.96%▲ 2.38%▼ 1.69%
▼ 3.57%▲ 0.19%▲ 2.68%
▼ 0.06%▲ 0.51%▲ 0.11%
Recent Activity
Hercules Capital
―
▲ 0.75%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.33%
▲ 0.42%
5
Sell
Aug 15, 2025
Alexandria Equities
―
▲ 2.12%
2
Close
Aug 15, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.17%
▲ 7.00%
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
0.64%
▲ 16.39%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.21%
▼ 7.55%
1
Open
Aug 08, 2025
T Rowe Price
0.06%
▲ 5.46%
3
Open
Aug 07, 2025
Starwood Property
0.05%
▼ 1.70%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
6.87%
▲ 21.17%
1
Open
Jun 13, 2025
Chevron
5.87%
▲ 4.97%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
6.29%
▲ 7.14%
1
Open
Jun 13, 2025
Oneok
8.6%
▼ 10.57%
1
Open
Jun 13, 2025
Exxon Mobil
8.74%
▲ 7.29%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.02%
▼ 0.36%
1
Open
Jun 13, 2025
Global X MLP ETF
3.12%
▼ 0.59%
1
Open
Jun 13, 2025
Main Street Capital
2.54%
▲ 6.97%
1
Open
Jun 13, 2025