tiprankstipranks
Trending News
More News >

Trust: Under Agreement - New Portfolio

R Slater

Trust: Under Agreement
Individual Investor
Ranked #20,131 out of 852,106 TipRanks' Investors
Success Rate
90%
45 out of 50
profitable transactions
Average Return
82.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.12%
6-Month Return▲ 18.07%
12-Month Return▲ 33.82%
YTD Return▲ 7.12%
Total Return▲ 28.84%

Best Trade

Opened at
Closed at-
Gain▲ 810.25%

Bio

Trust

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.18%
Jan 2026
▲ 0.50%
▼ 0.05%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▼ 1.61%
▲ 2.76%▲ 2.05%▲ 6.34%
▲ 12.88%▲ 3.56%▲ 1.62%
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.58%▲ 0.19%▲ 1.99%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 4.06%▲ 1.47%▲ 7.18%
▲ 0.50%▼ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
0.44%
▲ 7.71%
3
Sell
Jan 15, 2026
iShares MSCI ACWI ex U.S. ETF
0.4%
▲ 2.43%
1
Buy
Jan 12, 2026
Amazon
2.01%
▲ 73.10%
2
Sell
Jan 08, 2026
Deere
2.4%
▲ 44.98%
2
Sell
Jan 08, 2026
Home Depot
▲ 5.07%
2
Close
Jan 07, 2026
Costco
▼ 14.90%
2
Sell
Jan 03, 2026
AFLAC
0.86%
▲ 99.38%
2
Sell
Jan 03, 2026
Berkshire Hathaway B
5.74%
▲ 74.53%
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
Fidelity 500 Index Fund
3.44%
▲ 39.51%
2
Buy
Dec 27, 2025
WEC Energy Group
0.05%
▲ 242.64%
1
Buy
Aug 17, 2025
Destiny Tech100 Inc.
0.2%
▲ 4.54%
1
Buy
Aug 17, 2025
Duke Energy
0.48%
▲ 15.76%
1
Buy
Aug 17, 2025
Amkor
1.59%
▲ 124.27%
1
Buy
Aug 17, 2025
Eli Lilly & Co
1.25%
▲ 63.17%
1
Buy
Aug 17, 2025
L3Harris Technologies
1.12%
▲ 51.05%
1
Buy
Aug 17, 2025
Invesco S&P 500 Equal Weight Financials ETF
0.98%
▲ 28.18%
1
Buy
Aug 17, 2025
McDonald's
1.02%
▲ 34.76%
1
Buy
Aug 17, 2025