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Trust: Under Agreement - New Portfolio
R Slater
Trust: Under AgreementIndividual Investor
Ranked #28,069 out of 848,151 TipRanks' Investors
Success Rate
40 out of 47
profitable transactions
profitable transactions
Average Return
85.74%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.20%
6-Month Return▲ 16.68%
12-Month Return▲ 35.39%
YTD Return▲ 3.84%
Total Return▲ 24.85%
Best Trade
Bio
Trust
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.47%
Dec 2025
▲ 1.08%
▲ 1.94%
▲ 3.84%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 1.96%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 1.08%▲ 1.94%▲ 3.84%
Recent Activity
Amazon
2.11%
▲ 75.60%
2
Sell
Jan 08, 2026
Deere
2.33%
▲ 33.67%
2
Sell
Jan 08, 2026
Home Depot
―
▲ 5.07%
2
Close
Jan 07, 2026
Costco
―
▼ 14.90%
2
Sell
Jan 03, 2026
AFLAC
0.88%
▲ 93.91%
2
Sell
Jan 03, 2026
Berkshire Hathaway B
6.09%
▲ 76.53%
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
3.53%
▲ 39.47%
2
Buy
Dec 27, 2025
WEC Energy Group
0.05%
▲ 227.54%
1
Buy
Aug 17, 2025
Destiny Tech100 Inc.
0.18%
▲ 3.18%
1
Buy
Aug 17, 2025
Duke Energy
0.49%
▲ 13.07%
1
Buy
Aug 17, 2025
Amkor
1.74%
▲ 140.00%
1
Buy
Aug 17, 2025
Eli Lilly & Co
1.34%
▲ 68.93%
1
Buy
Aug 17, 2025
L3Harris Technologies
1.11%
▲ 51.24%
1
Buy
Aug 17, 2025
Invesco S&P 500 Equal Weight Financials ETF
1.05%
▲ 30.46%
1
Buy
Aug 17, 2025
McDonald's
1.02%
▲ 29.77%
1
Buy
Aug 17, 2025
Pacer US Cash Cows 100 ETF
1.19%
▲ 30.85%
1
Buy
Aug 17, 2025
iShares Semiconductor ETF
1.45%
▲ 88.27%
1
Buy
Aug 17, 2025