New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #197,792 out of 858,885 TipRanks' Investors
Success Rate
29 out of 38
profitable transactions
profitable transactions
Average Return
11.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.59%
6-Month Return▲ 10.97%
12-Month Return-
YTD Return▲ 7.87%
Total Return▲ 14.81%
Best Trade
Bio
Dividends Only
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.52%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.13%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.03%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.57%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.01%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.64%
▲ 10.96%▲ 2.38%▼ 1.69%
▼ 3.68%▲ 0.19%▲ 2.80%
▼ 0.10%▲ 0.08%▲ 0.52%
▲ 4.06%▲ 1.47%▲ 5.13%
▼ 1.12%▼ 0.86%▲ 2.03%
▲ 0.60%▼ 4.94%▲ 0.57%
▲ 4.89%▲ 4.48%▼ 0.01%
Recent Activity
Hercules Capital, Inc.
―
▲ 0.74%
2
Close
Aug 19, 2025
PIMCO Dynamic
0.3%
▲ 2.89%
5
Sell
Aug 15, 2025
Alexandria Equities
―
▲ 2.12%
2
Close
Aug 15, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.15%
▲ 7.45%
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
0.59%
▲ 21.22%
1
Open
Aug 13, 2025
NVE
―
▼ 8.51%
2
Close
Aug 08, 2025
Target
0.24%
▲ 19.58%
1
Open
Aug 08, 2025
T Rowe Price
0.05%
▼ 0.42%
3
Open
Aug 07, 2025
Starwood Property
0.04%
▼ 1.42%
1
Open
Aug 06, 2025
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
AbbVie
5.77%
▲ 11.44%
1
Open
Jun 13, 2025
Chevron
6.81%
▲ 33.41%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
5.77%
▲ 9.61%
1
Open
Jun 13, 2025
Oneok
9.38%
▲ 7.32%
1
Open
Jun 13, 2025
Exxon Mobil
10.4%
▲ 39.41%
1
Open
Jun 13, 2025
Alerian MLP ETF
1.05%
▲ 13.20%
1
Open
Jun 13, 2025
Global X MLP ETF
3.19%
▲ 12.48%
1
Open
Jun 13, 2025
Main Street Capital
2.09%
▼ 2.14%
1
Open
Jun 13, 2025