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New Portfolio - New Portfolio

Dunstan Vassar

New Portfolio
Individual Investor
Ranked #296,426 out of 825,627 TipRanks' Investors
Success Rate
54%
126 out of 233
profitable transactions
Average Return
17.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.14%
6-Month Return▲ 2.63%
12-Month Return▲ 3.19%
YTD Return▲ 2.10%
Total Return▲ 119.61%

Best Trade

Opened at
Closed at
Gain▲ 290.93%

Bio

This is my investment portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.51%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.94%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.82%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.93%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.62%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 4.14%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.51%
▲ 0.80%▼ 0.87%▼ 4.94%
▲ 11.63%▲ 6.28%▲ 1.82%
▲ 9.25%▲ 5.14%▲ 2.92%
▲ 7.60%▲ 2.30%▲ 1.90%
▲ 2.76%▲ 2.05%▲ 1.93%
▲ 12.88%▲ 3.56%▼ 1.62%
▲ 10.60%▲ 3.13%▼ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pembina Pipeline
▲ 57.25%
9
Close
Jul 31, 2025
AT&T
13.76%
▼ 6.59%
23
Buy
Jul 31, 2025
AbbVie
▲ 140.62%
3
Close
Jul 31, 2025
Microsoft
▲ 154.72%
3
Close
Jul 31, 2025
PepsiCo
▲ 12.25%
4
Close
Jul 31, 2025
Costco
23.6%
▲ 48.49%
4
Sell
Jul 31, 2025
Apple
▲ 57.00%
6
Close
Jul 31, 2025
Main Street Capital
22.69%
▲ 185.72%
3
Sell
Jul 31, 2025
MPLX
▲ 187.57%
3
Close
Jul 31, 2025
Enterprise Products Partners
▲ 83.49%
7
Close
Jul 31, 2025
RTX
▲ 38.63%
4
Close
Jul 31, 2025
Energy Transfer
▲ 71.92%
5
Close
Jul 31, 2025
VICI Properties
▲ 23.47%
5
Close
Jul 31, 2025
Walmart
▲ 113.82%
2
Close
Jul 31, 2025
Devon Energy
▼ 40.52%
3
Close
Jul 31, 2025
Reckitt Benckiser Group
▲ 4.80%
2
Close
Jul 31, 2025
Rogers Communication
▼ 25.03%
2
Close
Jul 31, 2025
Chipotle
▼ 16.27%
2
Close
Jul 31, 2025
Cheesecake Factory
22.35%
▼ 14.61%
1
Open
Jul 31, 2025
Uber Technologies
17.59%
▲ 8.75%
1
Open
Jul 31, 2025