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New Portfolio - New Portfolio

4AA27765

New Portfolio
Individual Investor
Ranked #419,931 out of 858,885 TipRanks' Investors
Success Rate
49%
123 out of 251
profitable transactions
Average Return
10.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.08%
6-Month Return▲ 5.94%
12-Month Return▲ 23.36%
YTD Return▲ 2.08%
Total Return▲ 88.94%

Best Trade

Opened at
Closed at-
Gain▲ 228.39%

Bio

Wilberforce Long Term (Medium Risk)

Performance

12.88%0-12.88%
▲ 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
▼ 1.12%
▼ 0.86%
▲ 1.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.68%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.15%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.12%▼ 0.86%▲ 1.41%
▲ 0.60%▼ 4.94%▼ 6.68%
▲ 4.89%▲ 4.48%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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%
▲ 19.00%
6
Buy
Sep 23, 2024
Zoetis
▲ 5.27%
6
Close
Sep 23, 2024
Pfizer
3.89%
▲ 3.33%
2
Buy
Sep 23, 2024
Colgate-Palmolive
3.41%
▼ 15.46%
1
Open
Sep 23, 2024
Baidu
▼ 33.53%
2
Close
Jun 18, 2024
Apple
6.14%
▲ 93.65%
6
Buy
Mar 11, 2024
Berkshire Hathaway B
9.69%
▲ 95.00%
7
Buy
Nov 02, 2023
ASML Holding
4.97%
▲ 132.91%
3
Sell
Sep 08, 2023
Microsoft
3.74%
▲ 121.73%
6
Buy
Aug 31, 2023
Amazon
6.42%
▲ 73.84%
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
3.95%
▲ 39.89%
2
Buy
Feb 21, 2023