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New Portfolio - New Portfolio

Alex Dors Hoffmeister

New Portfolio
Individual Investor
Ranked #530,638 out of 824,088 TipRanks' Investors
Success Rate
27%
4 out of 15
profitable transactions
Average Return
-2.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.04%
6-Month Return-
12-Month Return-
YTD Return▼ 3.04%
Total Return▼ 3.04%

Best Trade

Opened at
Closed at
Gain▲ 10.26%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.68%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 3.70%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%▲ 0.68%
▲ 4.43%▼ 0.27%▼ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
▼ 0.90%
2
Close
Oct 08, 2025
Realty Income
▼ 1.04%
2
Close
Oct 08, 2025
JPMorgan Equity Premium Income ETF
▲ 0.07%
2
Close
Oct 08, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 0.35%
2
Close
Oct 08, 2025
PepsiCo
▼ 1.39%
2
Close
Oct 08, 2025
Ethereum
▲ 10.26%
2
Close
Oct 04, 2025
Huntington Bancshares
34.09%
▼ 10.30%
2
Buy
Oct 03, 2025
Procter & Gamble
▼ 0.82%
2
Close
Oct 03, 2025
Exxon Mobil
24.89%
▼ 1.73%
1
Open
Sep 29, 2025
Valley National Bancorp
9.84%
▼ 7.46%
1
Open
Sep 29, 2025
First Interstate Bancsystem
9.9%
▼ 6.94%
1
Open
Sep 29, 2025
Columbia Banking System
10.14%
▼ 5.20%
1
Open
Sep 29, 2025
Pfizer
11.13%
▲ 2.77%
1
Open
Sep 29, 2025