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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #254,328 out of 820,360 TipRanks' Investors
Success Rate
28 out of 38
profitable transactions
profitable transactions
Average Return
4.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.69%
6-Month Return-
12-Month Return-
YTD Return▲ 5.33%
Total Return▲ 5.33%
Best Trade
Bio
Dividends Only
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
―
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.01%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.74%
Aug 2025
▲ 6.13%
▲ 2.88%
▼ 1.12%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%▲ 1.01%
▲ 27.92%▲ 2.30%▲ 2.64%
▲ 4.87%▲ 2.05%▲ 2.74%
▲ 6.13%▲ 2.88%▼ 1.12%
Recent Activity
Hercules Capital
―
▲ 0.75%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.35%
▲ 7.94%
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%
▲ 2.79%
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
0.52%
▼ 3.26%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.19%
▼ 15.75%
1
Open
Aug 08, 2025
T Rowe Price
0.06%
▲ 4.19%
3
Open
Aug 07, 2025
Starwood Property
0.05%
▲ 3.35%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
6.5%
▲ 16.45%
1
Open
Jun 13, 2025
Chevron
6.14%
▲ 10.99%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
6.06%
▲ 3.65%
1
Open
Jun 13, 2025
Oneok
8.54%
▼ 10.65%
1
Open
Jun 13, 2025
Exxon Mobil
8.48%
▲ 5.52%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.01%
▼ 1.22%
1
Open
Jun 13, 2025
Global X MLP ETF
3.1%
▼ 0.89%
1
Open
Jun 13, 2025
Main Street Capital
2.66%
▲ 12.80%
1
Open
Jun 13, 2025