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Ours - New Portfolio

Gary D.

Ours
Individual Investor
Ranked #355,829 out of 832,956 TipRanks' Investors
Success Rate
60%
9 out of 15
profitable transactions
Average Return
25.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.91%
6-Month Return▼ 2.83%
12-Month Return▲ 20.28%
YTD Return▲ 22.41%
Total Return▲ 59.12%

Best Trade

Opened at
Closed at-
Gain▲ 117.41%

Bio

AI

Performance

13.99%0-13.99%
▲ 11.63%
▲ 6.28%
▲ 12.94%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.99%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 4.54%
Nov 2025
▼ 1.11%
▼ 1.75%
▼ 1.32%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.94%
▲ 9.25%▲ 5.14%▲ 13.99%
▲ 7.60%▲ 2.30%▼ 4.82%
▲ 2.76%▲ 2.05%▼ 3.74%
▲ 12.88%▲ 3.56%▲ 7.50%
▲ 10.96%▲ 2.38%▼ 0.33%
▼ 3.57%▲ 0.19%▼ 4.54%
▼ 1.11%▼ 1.75%▼ 1.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab S&P 500 Index Fund- Select Shares
0.01%
▲ 50.91%
1
Buy
Dec 04, 2025
Organon
0.02%
▼ 2.10%
1
Buy
Dec 04, 2025
Cigna
0.43%
▲ 2.02%
1
Buy
Dec 04, 2025
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest
0.49%
▼ 0.43%
1
Buy
Dec 04, 2025
Merck & Company
3.86%
▼ 1.69%
1
Buy
Dec 04, 2025
Public Service Enterprise
4.15%
▲ 69.99%
1
Buy
Dec 04, 2025
AB Relative Value Fund - A
7.51%
▲ 35.74%
1
Buy
Dec 04, 2025
D-Wave Quantum
8.23%
▲ 4.62%
1
Buy
Dec 04, 2025
Exxon Mobil
19.41%
▲ 117.41%
1
Buy
Dec 04, 2025
CommScope Holding
3.07%
▼ 3.95%
1
Buy
Nov 25, 2025
ARK Autonomous Technology & Robotics ETF
28.48%
▼ 4.40%
3
Buy
Nov 25, 2025
International Business Machines
0.14%
▲ 79.71%
1
Buy
May 09, 2024
Meta Platforms
0.19%
▲ 39.25%
1
Buy
May 09, 2024