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New Portfolio Jun 2025 - New Portfolio
New Portfolio Jun 2025
Individual Investor
Ranked #296,487 out of 808,802 TipRanks' Investors
Success Rate
21 out of 31
profitable transactions
profitable transactions
Average Return
3.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.61%
6-Month Return-
12-Month Return-
YTD Return▲ 3.64%
Total Return▲ 3.64%
Best Trade
Bio
Dividends Only
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 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
▲ 14.83%
▲ 1.65%
▲ 2.60%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%▲ 1.01%
▲ 14.83%▲ 1.65%▲ 2.60%
Recent Activity
LyondellBasell
―
▲ 0.41%
2
Close
Jul 17, 2025
PIMCO Dynamic
0.66%
▲ 1.09%
3
Buy
Jul 08, 2025
T Rowe Price
―
▲ 7.74%
2
Close
Jul 01, 2025
W. P. Carey Inc.
0.05%
▼ 1.27%
1
Open
Jun 26, 2025
AbbVie
5.75%
▲ 1.03%
1
Open
Jun 13, 2025
Chevron
5.91%
▲ 3.75%
1
Open
Jun 13, 2025
JPMorgan Equity Premium Income ETF
6.19%
▲ 2.47%
1
Open
Jun 13, 2025
Oneok
9.44%
▼ 3.00%
1
Open
Jun 13, 2025
Exxon Mobil
8.21%
▼ 0.41%
1
Open
Jun 13, 2025
Alerian MLP ETF
0.44%
▼ 1.06%
1
Open
Jun 13, 2025
Global X MLP ETF
3.17%
▼ 1.78%
1
Open
Jun 13, 2025
Main Street Capital
2.76%
▲ 13.28%
1
Open
Jun 13, 2025
Universal
5.55%
▼ 6.73%
1
Open
Jun 13, 2025
OneMain Holdings
3.06%
▲ 10.91%
1
Open
Jun 13, 2025
NVE
0.58%
▲ 17.00%
1
Open
Jun 13, 2025
American Electric Power
1.73%
▲ 2.94%
1
Open
Jun 13, 2025
Southern Co
4.3%
▲ 3.30%
1
Open
Jun 13, 2025
Annaly Capital
0.36%
▲ 6.66%
1
Open
Jun 13, 2025
Chord Energy
2.18%
▼ 0.07%
1
Open
Jun 13, 2025
Ares Capital
1.28%
▲ 7.99%
1
Open
Jun 13, 2025