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New Portfolio - New Portfolio
JWade
New PortfolioIndividual Investor
Ranked #205,566 out of 848,813 TipRanks' Investors
Success Rate
123 out of 211
profitable transactions
profitable transactions
Average Return
23.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.42%
6-Month Return▲ 8.05%
12-Month Return▲ 14.13%
YTD Return▲ 0.68%
Total Return▲ 109.30%
Best Trade
Bio
This is my investment portfolio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.47%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.54%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.81%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.57%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 0.68%
Jan 2026
▲ 9.25%▲ 5.14%▲ 2.13%
▲ 7.60%▲ 2.30%▲ 3.47%
▲ 2.76%▲ 2.05%▲ 4.54%
▲ 12.88%▲ 3.56%▲ 3.67%
▲ 10.96%▲ 2.38%▼ 2.81%
▼ 3.58%▲ 0.19%▼ 0.67%
▼ 0.10%▲ 0.08%▲ 0.57%
▲ 3.61%▲ 1.24%▲ 0.68%
Recent Activity
Automatic Data Processing
―
▲ 39.00%
15
Close
Dec 31, 2025
Altria Group
2.89%
▲ 41.75%
14
Buy
Dec 31, 2025
Apple
27.65%
▲ 56.47%
12
Buy
Dec 31, 2025
Nvidia
11.52%
▲ 425.33%
7
Buy
Dec 31, 2025
Phillips 66
1.52%
▲ 44.84%
4
Buy
Dec 31, 2025
Realty Income
―
▲ 11.99%
7
Close
Dec 31, 2025
Conocophillips
―
▼ 5.24%
5
Close
Dec 31, 2025
Oneok
0.82%
▲ 10.35%
5
Buy
Dec 31, 2025
Microsoft
5.54%
▲ 18.40%
8
Buy
Dec 31, 2025
Tesla
21.37%
▲ 42.46%
7
Sell
Dec 31, 2025
International Business Machines
24.22%
▲ 1.38%
3
Open
Dec 31, 2025
SoFi
4.47%
▲ 1.87%
1
Open
Dec 31, 2025
Magellan Midstream
―
▲ 76.82%
9
Close
Sep 25, 2023
Devon Energy
―
▼ 5.05%
3
Close
Dec 07, 2022
Walt Disney
―
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
―
▲ 29.39%
2
Close
May 21, 2022
Alphabet Class A
―
▼ 0.34%
7
Close
May 06, 2022
Advance Auto Parts
―
▼ 2.56%
2
Close
May 06, 2022
Amazon
―
▼ 22.61%
2
Close
May 06, 2022
The Hershey Company
―
▼ 1.20%
2
Close
May 06, 2022