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New Portfolio - New Portfolio
4AA27765
New PortfolioIndividual Investor
Ranked #346,564 out of 793,101 TipRanks' Investors
Success Rate
122 out of 251
profitable transactions
profitable transactions
Average Return
7.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.44%
6-Month Return▲ 6.45%
12-Month Return▲ 16.26%
YTD Return▲ 6.80%
Total Return▲ 60.09%
Best Trade
Bio
Wilberforce Long Term (Medium Risk)
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.86%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.58%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.34%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.04%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.82%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.33%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.86%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 10.00%▼ 0.89%▼ 2.58%
▲ 26.01%▲ 5.96%▲ 3.34%
▲ 5.39%▼ 2.41%▼ 2.04%
▲ 5.83%▲ 2.69%▲ 4.26%
▼ 12.86%▼ 1.27%▲ 3.82%
▲ 2.82%▼ 4.80%▼ 1.33%
Recent Activity
TotalEnergies
―
▲ 23.62%
3
Close
Oct 31, 2024
Adobe
―
▲ 52.97%
3
Close
Oct 24, 2024
Toyota Motor
―
▲ 0.93%
4
Close
Oct 24, 2024
Alibaba
7.14%
▲ 21.94%
6
Buy
Sep 23, 2024
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
Pfizer
4.26%
▼ 6.46%
2
Buy
Sep 23, 2024
Colgate-Palmolive
4.14%
▼ 11.57%
1
Open
Sep 23, 2024
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
Apple
5.86%
▲ 63.38%
6
Buy
Mar 11, 2024
Berkshire Hathaway B
11.97%
▲ 113.67%
7
Buy
Nov 02, 2023
ASML Holding
2.76%
▲ 13.83%
3
Sell
Sep 08, 2023
Microsoft
4.47%
▲ 133.76%
6
Buy
Aug 31, 2023
Amazon
6.17%
▲ 56.83%
4
Buy
Aug 31, 2023
L3Harris Technologies
―
▼ 17.34%
6
Close
Aug 29, 2023
Thermo Fisher
―
▲ 0.63%
2
Close
Aug 10, 2023
Walt Disney
―
▼ 25.26%
6
Close
Jul 25, 2023
Invesco Solar ETF
―
▲ 0.72%
2
Close
May 22, 2023
National Storage Affiliates
―
▲ 22.54%
3
Close
Mar 17, 2023
Kroger Company
―
▼ 2.75%
4
Close
Feb 21, 2023
T Mobile US
5.89%
▲ 81.99%
2
Buy
Feb 21, 2023