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New Portfolio - New Portfolio
4AA27765
New PortfolioIndividual Investor
Ranked #409,499 out of 857,329 TipRanks' Investors
Success Rate
123 out of 251
profitable transactions
profitable transactions
Average Return
9.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.94%
6-Month Return▲ 1.52%
12-Month Return▲ 13.19%
YTD Return▼ 2.20%
Total Return▲ 81.02%
Best Trade
Bio
Wilberforce Long Term (Medium Risk)
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 6.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.41%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.57%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 1.41%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 7.77%
Mar 2026
▲ 2.76%▲ 2.05%▲ 6.80%
▲ 12.88%▲ 3.56%▲ 6.59%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 3.68%▲ 0.19%▲ 3.44%
▼ 0.10%▲ 0.08%▼ 1.28%
▲ 4.06%▲ 1.47%▲ 4.57%
▼ 1.18%▼ 0.86%▲ 1.41%
▲ 1.73%▼ 5.20%▼ 7.77%
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
6.01%
▲ 16.07%
6
Buy
Sep 23, 2024
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
Pfizer
4.07%
▲ 3.52%
2
Buy
Sep 23, 2024
Colgate-Palmolive
3.58%
▼ 14.67%
1
Open
Sep 23, 2024
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
Apple
6.09%
▲ 84.36%
6
Buy
Mar 11, 2024
Berkshire Hathaway B
10.12%
▲ 95.42%
7
Buy
Nov 02, 2023
ASML Holding
4.62%
▲ 107.54%
3
Sell
Sep 08, 2023
Microsoft
4.02%
▲ 128.31%
6
Buy
Aug 31, 2023
Amazon
5.76%
▲ 57.86%
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
4.39%
▲ 49.01%
2
Buy
Feb 21, 2023