Trust: Under Agreement - New Portfolio
R Slater
Trust: Under AgreementIndividual Investor
Ranked #18,769 out of 861,888 TipRanks' Investors
Success Rate
57 out of 64
profitable transactions
profitable transactions
Average Return
78.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.75%
6-Month Return▲ 16.51%
12-Month Return▲ 26.81%
YTD Return▲ 14.76%
Total Return▲ 38.07%
Best Trade
Bio
Trust
Performance
16.06%0-16.06%
▲ 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
▼ 1.28%
▼ 0.86%
▲ 1.60%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.20%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.26%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 0.65%
May 2026
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.68%▲ 0.19%▲ 2.02%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 4.06%▲ 1.47%▲ 7.09%
▼ 1.28%▼ 0.86%▲ 1.60%
▲ 0.52%▼ 4.94%▼ 3.20%
▲ 16.06%▲ 10.51%▲ 8.26%
▲ 7.56%▲ 2.64%▲ 0.65%
Recent Activity
iShares MSCI Taiwan ETF
0.69%
▲ 27.66%
2
Buy
Apr 16, 2026
Fidelity 500 Index Fund
3.63%
▲ 19.82%
8
Buy
Apr 11, 2026
AT&T
―
▲ 1.33%
3
Close
Mar 09, 2026
iShares MSCI ACWI ex U.S. ETF
0.49%
▲ 6.26%
3
Buy
Mar 09, 2026
SPDR EURO STOXX 50 ETF
0.46%
▼ 0.31%
3
Buy
Mar 09, 2026
Netflix
―
▼ 31.05%
2
Close
Feb 08, 2026
Red Cat Holdings
0.42%
▼ 31.81%
4
Buy
Feb 08, 2026
Amazon
2.05%
▲ 94.27%
2
Sell
Jan 08, 2026
Deere
2.35%
▲ 56.58%
2
Sell
Jan 08, 2026
Home Depot
―
▲ 5.07%
2
Close
Jan 07, 2026
Costco
―
▼ 14.90%
2
Sell
Jan 03, 2026
AFLAC
0.79%
▲ 101.42%
2
Sell
Jan 03, 2026
Berkshire Hathaway B
5.09%
▲ 72.53%
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
WEC Energy Group
0.05%
▲ 248.32%
1
Buy
Aug 17, 2025
Destiny Tech100 Inc.
0.32%
▲ 85.02%
1
Buy
Aug 17, 2025
Duke Energy
0.46%
▲ 20.29%
1
Buy
Aug 17, 2025
Amkor
2.3%
▲ 256.46%
1
Buy
Aug 17, 2025