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New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #194,235 out of 857,329 TipRanks' Investors
Success Rate
56%
119 out of 211
profitable transactions
Average Return
22.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.01%
6-Month Return▼ 1.00%
12-Month Return▲ 15.35%
YTD Return▼ 0.15%
Total Return▲ 108.09%

Best Trade

Opened at
Closed at-
Gain▲ 791.82%

Bio

This is my investment portfolio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.54%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.45%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.61%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.97%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 0.75%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 1.85%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.54%
▲ 12.88%▲ 3.56%▲ 3.67%
▲ 10.96%▲ 2.38%▼ 2.81%
▼ 3.68%▲ 0.19%▼ 0.45%
▼ 0.10%▲ 0.08%▲ 0.61%
▲ 4.06%▲ 1.47%▲ 0.97%
▼ 1.18%▼ 0.86%▲ 0.75%
▲ 1.73%▼ 5.20%▼ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
▲ 39.00%
15
Close
Dec 31, 2025
Altria Group
3.46%
▲ 47.47%
14
Buy
Dec 31, 2025
Apple
30.18%
▲ 49.41%
12
Buy
Dec 31, 2025
Nvidia
12.42%
▲ 395.41%
7
Buy
Dec 31, 2025
Phillips 66
2.16%
▲ 82.48%
4
Buy
Dec 31, 2025
Realty Income
▲ 12.53%
7
Close
Dec 31, 2025
Conocophillips
▼ 4.36%
5
Close
Dec 31, 2025
Oneok
1.1%
▲ 25.16%
5
Buy
Dec 31, 2025
Microsoft
5.27%
▲ 4.00%
8
Buy
Dec 31, 2025
Tesla
20.49%
▲ 26.44%
7
Sell
Dec 31, 2025
International Business Machines
21.68%
▼ 9.74%
3
Open
Dec 31, 2025
SoFi
3.24%
▼ 35.45%
1
Open
Dec 31, 2025
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Devon Energy
▼ 5.04%
3
Close
Dec 07, 2022
Walt Disney
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
▲ 29.01%
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