Trust: Under Agreement - New Portfolio
R Slater
Trust: Under AgreementIndividual Investor
Ranked #16,053 out of 859,217 TipRanks' Investors
Success Rate
57 out of 63
profitable transactions
profitable transactions
Average Return
69.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.46%
6-Month Return▲ 12.96%
12-Month Return▲ 25.01%
YTD Return▲ 10.77%
Total Return▲ 33.26%
Best Trade
Bio
Trust
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.02%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.09%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.59%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.18%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.15%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.62%
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.68%▲ 0.19%▲ 2.02%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 4.06%▲ 1.47%▲ 7.09%
▼ 1.12%▼ 0.86%▲ 1.59%
▲ 0.60%▼ 4.94%▼ 3.18%
▲ 10.48%▲ 6.78%▲ 5.15%
Recent Activity
Fidelity 500 Index Fund
3.55%
▲ 12.77%
8
Buy
Apr 11, 2026
iShares MSCI Taiwan ETF
0.41%
▲ 13.99%
1
Buy
Apr 02, 2026
AT&T
―
▲ 1.33%
3
Close
Mar 09, 2026
iShares MSCI ACWI ex U.S. ETF
0.5%
▲ 3.22%
3
Buy
Mar 09, 2026
SPDR EURO STOXX 50 ETF
0.47%
▼ 0.23%
3
Buy
Mar 09, 2026
Netflix
―
▼ 31.05%
2
Close
Feb 08, 2026
Red Cat Holdings
0.53%
▼ 24.19%
4
Buy
Feb 08, 2026
Amazon
1.95%
▲ 77.41%
2
Sell
Jan 08, 2026
Deere
2.53%
▲ 62.35%
2
Sell
Jan 08, 2026
Home Depot
―
▲ 5.07%
2
Close
Jan 07, 2026
Costco
―
▼ 14.90%
2
Sell
Jan 03, 2026
AFLAC
0.81%
▲ 99.36%
2
Sell
Jan 03, 2026
Berkshire Hathaway B
5.3%
▲ 72.81%
3
Buy
Jan 01, 2026
Paychex
―
▲ 57.88%
2
Close
Dec 27, 2025
Synopsys
―
▲ 49.56%
2
Sell
Dec 27, 2025
Procter & Gamble
―
▲ 1.81%
2
Close
Dec 27, 2025
WEC Energy Group
0.05%
▲ 263.42%
1
Buy
Aug 17, 2025
Destiny Tech100 Inc.
0.19%
▲ 2.00%
1
Buy
Aug 17, 2025
Duke Energy
0.5%
▲ 25.73%
1
Buy
Aug 17, 2025
Amkor
1.91%
▲ 185.32%
1
Buy
Aug 17, 2025