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New Portfolio - New Portfolio

PerformancePortfolio Details

4AA27765

New Portfolio
Individual Investor
Ranked #384,555 out of 787,214 TipRanks' Investors
Success Rate
49%
122 out of 251
profitable transactions
Average Return
7.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.86%
6-Month Return▲ 9.28%
12-Month Return▲ 21.17%
YTD Return▲ 7.30%
Total Return▲ 61.41%

Best Trade

AssetMicrosoft (MSFT)
Opened at
Closed at-
Gain▲ 260.07%

Bio

Wilberforce Long Term (Medium Risk)

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.63%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.86%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.58%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.33%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.68%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.74%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 3.43%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.63%
▼ 13.14%▲ 2.34%▲ 2.86%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 9.99%▼ 0.89%▼ 2.58%
▲ 26.04%▲ 5.96%▲ 3.33%
▲ 5.81%▼ 2.41%▼ 1.68%
▲ 4.98%▲ 2.69%▲ 3.74%
▼ 9.03%▲ 1.61%▲ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TTE
TotalEnergies
―
▲ 23.62%
3
Close
Oct 31, 2024
ADBE
Adobe
―
▲ 52.97%
3
Close
Oct 24, 2024
TM
Toyota Motor
―
▲ 0.93%
4
Close
Oct 24, 2024
BABA
Alibaba
6.58%
▲ 17.50%
6
Buy
Sep 23, 2024
ZTS
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
PFE
Pfizer
4.16%
▼ 8.53%
2
Buy
Sep 23, 2024
CL
Colgate-Palmolive
3.92%
▼ 15.96%
1
Open
Sep 23, 2024
BIDU
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
AAPL
Apple
6.4%
▲ 80.95%
6
Buy
Mar 11, 2024
BRK.B
Berkshire Hathaway B
10.85%
▲ 96.18%
7
Buy
Nov 02, 2023
ASML
ASML Holding
2.78%
▲ 16.39%
3
Sell
Sep 08, 2023
MSFT
Microsoft
4.65%
▲ 143.12%
6
Buy
Aug 31, 2023
AMZN
Amazon
6.77%
▲ 68.16%
4
Buy
Aug 31, 2023
LHX
L3Harris Technologies
―
▼ 17.34%
6
Close
Aug 29, 2023
TMO
Thermo Fisher
―
▲ 0.63%
2
Close
Aug 10, 2023
DIS
Walt Disney
―
▼ 25.26%
6
Close
Jul 25, 2023
TAN
Invesco Solar ETF
―
▲ 0.72%
2
Close
May 22, 2023
NSA
National Storage Affiliates
―
▲ 22.54%
3
Close
Mar 17, 2023
KR
Kroger Company
―
▼ 2.75%
4
Close
Feb 21, 2023
TMUS
T Mobile US
5.9%
▲ 83.70%
2
Buy
Feb 21, 2023