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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #218,701 out of 848,151 TipRanks' Investors
Success Rate
30 out of 38
profitable transactions
profitable transactions
Average Return
6.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.01%
6-Month Return▲ 4.77%
12-Month Return-
YTD Return▲ 2.46%
Total Return▲ 8.70%
Best Trade
Bio
Dividends Only
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 2.68%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.31%
Dec 2025
▲ 1.08%
▲ 1.94%
▲ 2.46%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 2.68%
▼ 0.10%▲ 0.08%▲ 0.31%
▲ 1.08%▲ 1.94%▲ 2.46%
Recent Activity
Hercules Capital
―
▲ 0.75%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.33%
▲ 3.53%
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%
▲ 8.42%
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
0.67%
▲ 24.83%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.23%
▲ 3.08%
1
Open
Aug 08, 2025
T Rowe Price
0.06%
▲ 6.47%
3
Open
Aug 07, 2025
Starwood Property
0.05%
▼ 4.39%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
6.67%
▲ 16.99%
1
Open
Jun 13, 2025
Chevron
6.16%
▲ 13.76%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
6.24%
▲ 8.14%
1
Open
Jun 13, 2025
Oneok
8.44%
▼ 10.98%
1
Open
Jun 13, 2025
Exxon Mobil
8.99%
▲ 12.63%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.02%
▲ 2.71%
1
Open
Jun 13, 2025
Global X MLP ETF
3.11%
▲ 1.97%
1
Open
Jun 13, 2025
Main Street Capital
2.62%
▲ 9.78%
1
Open
Jun 13, 2025