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Trust: Under Agreement - New Portfolio

R Slater

Trust: Under Agreement
Individual Investor
Ranked #29,357 out of 830,534 TipRanks' Investors
Success Rate
82%
37 out of 45
profitable transactions
Average Return
81.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.40%
6-Month Return▲ 7.70%
12-Month Return-
YTD Return▲ 25.37%
Total Return▲ 19.02%

Best Trade

Opened at
Closed at-
Gain▲ 782.35%

Bio

Trust

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.25%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.85%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.51%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.61%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.34%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.07%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.98%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.25%
▲ 11.63%▲ 6.28%▲ 0.85%
▲ 9.25%▲ 5.14%▲ 0.51%
▲ 7.60%▲ 2.30%▼ 1.61%
▲ 2.76%▲ 2.05%▲ 6.34%
▲ 12.88%▲ 3.56%▲ 1.62%
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.44%▲ 0.19%▲ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WEC Energy Group
0.05%
▲ 241.08%
1
Buy
Aug 17, 2025
Destiny Tech100 Inc.
0.16%
▼ 22.91%
1
Buy
Aug 17, 2025
Duke Energy
0.51%
▲ 16.98%
1
Buy
Aug 17, 2025
Paychex
0.43%
▲ 52.84%
1
Buy
Aug 17, 2025
Synopsys
0.39%
▲ 37.38%
1
Buy
Aug 17, 2025
Amkor
1.3%
▲ 75.60%
1
Buy
Aug 17, 2025
Procter & Gamble
0.79%
▲ 3.71%
1
Buy
Aug 17, 2025
Eli Lilly & Co
1.32%
▲ 65.32%
1
Buy
Aug 17, 2025
L3Harris Technologies
0.93%
▲ 20.89%
1
Buy
Aug 17, 2025
Invesco S&P 500 Equal Weight Financials ETF
0.99%
▲ 24.25%
1
Buy
Aug 17, 2025
McDonald's
1.01%
▲ 28.43%
1
Buy
Aug 17, 2025
Pacer US Cash Cows 100 ETF
1.16%
▲ 26.09%
1
Buy
Aug 17, 2025
iShares Semiconductor ETF
1.36%
▲ 69.22%
1
Buy
Aug 17, 2025
Applied Materials
1.85%
▲ 78.93%
1
Buy
Aug 17, 2025
Wells Fargo
1.38%
▲ 77.11%
1
Buy
Aug 17, 2025
Cigna
1.33%
▲ 14.44%
1
Buy
Aug 17, 2025
Philip Morris
1.44%
▲ 18.67%
1
Buy
Aug 17, 2025
Home Depot
1.44%
▲ 7.49%
1
Buy
Aug 17, 2025
Oneok
1.68%
▲ 31.14%
1
Buy
Aug 17, 2025
AFLAC
1.76%
▲ 95.10%
1
Buy
Aug 17, 2025