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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #258,210 out of 830,412 TipRanks' Investors
Success Rate
28 out of 38
profitable transactions
profitable transactions
Average Return
4.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.69%
6-Month Return-
12-Month Return-
YTD Return▲ 5.77%
Total Return▲ 5.77%
Best Trade
Bio
Dividends Only
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 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%
▼ 1.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.69%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.69%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 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%▼ 1.64%
▲ 10.96%▲ 2.38%▼ 1.69%
▼ 3.44%▲ 0.19%▲ 2.69%
Recent Activity
Hercules Capital
―
▲ 0.75%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.33%
▲ 1.09%
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%
▲ 6.18%
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
0.61%
▲ 10.68%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.2%
▼ 11.99%
1
Open
Aug 08, 2025
T Rowe Price
0.06%
▲ 3.66%
3
Open
Aug 07, 2025
Starwood Property
0.05%
▼ 3.13%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
6.86%
▲ 21.06%
1
Open
Jun 13, 2025
Chevron
5.92%
▲ 5.90%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
6.3%
▲ 6.73%
1
Open
Jun 13, 2025
Oneok
8.6%
▼ 10.57%
1
Open
Jun 13, 2025
Exxon Mobil
8.57%
▲ 5.26%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.03%
▲ 1.12%
1
Open
Jun 13, 2025
Global X MLP ETF
3.16%
▲ 0.76%
1
Open
Jun 13, 2025
Main Street Capital
2.48%
▲ 3.58%
1
Open
Jun 13, 2025