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Individual - TOD - New Portfolio

Mike

Individual - TOD
Individual Investor
Ranked #179,208 out of 808,344 TipRanks' Investors
Success Rate
69%
44 out of 64
profitable transactions
Average Return
6.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.02%
6-Month Return▲ 29.21%
12-Month Return-
YTD Return▲ 26.07%
Total Return▲ 28.16%

Best Trade

Opened at
Closed at-
Gain▲ 77.84%

Bio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 9.81%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 9.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.24%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.68%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 1.54%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 9.81%
▲ 6.03%▲ 2.69%▲ 0.24%
▼ 12.86%▼ 1.27%▲ 9.42%
▼ 1.80%▼ 5.57%▲ 5.24%
▲ 1.84%▼ 0.87%▼ 4.14%
▲ 12.20%▲ 6.28%▲ 1.38%
▲ 6.24%▲ 5.14%▲ 10.68%
▲ 13.92%▲ 0.69%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco
2.68%
▲ 5.86%
2
Buy
Jul 09, 2025
UnitedHealth
2.15%
▼ 3.50%
1
Buy
Jul 09, 2025
Cadence Bank
0.84%
▼ 3.35%
1
Buy
Jul 09, 2025
Prospect Capital
0.02%
▼ 37.39%
1
Buy
Jul 08, 2025
Rithm Capital
0.03%
▲ 33.37%
1
Buy
Jul 08, 2025
Starwood Property
0.05%
▲ 77.84%
1
Buy
Jul 08, 2025
Carnival
0.07%
▲ 27.90%
1
Buy
Jul 08, 2025
Comstock Resources
0.11%
▲ 35.38%
1
Buy
Jul 08, 2025
Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi-Asset Income Fund
0.53%
▲ 2.86%
1
Buy
Jul 08, 2025
AT&T
0.73%
▼ 2.38%
1
Buy
Jul 08, 2025
Manulife Financial
0.82%
▼ 0.38%
1
Buy
Jul 08, 2025
Fidelity Mid-Cap Stock Fund
1.02%
▲ 1.75%
1
Buy
Jul 08, 2025
Dynex Capital
1.63%
▼ 0.46%
1
Buy
Jul 08, 2025
Fair Isaac
7.42%
▼ 5.52%
1
Buy
Jul 08, 2025
Walmart
0.94%
▼ 2.66%
1
Buy
Jul 07, 2025
Annaly Capital
1.53%
▼ 0.05%
1
Buy
Jul 07, 2025
Home Depot
1.77%
▼ 2.23%
1
Buy
Jul 07, 2025
Realty Income
2.23%
▼ 1.55%
2
Buy
Jul 07, 2025
Alibaba
1.44%
▲ 7.82%
1
Buy
Jul 03, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.22%
▲ 1.20%
1
Buy
Jul 01, 2025