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New Portfolio - New Portfolio

Dunstan Vassar

New Portfolio
Individual Investor
Ranked #268,407 out of 818,587 TipRanks' Investors
Success Rate
54%
126 out of 233
profitable transactions
Average Return
17.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.26%
6-Month Return▲ 3.70%
12-Month Return▲ 9.57%
YTD Return▲ 7.09%
Total Return▲ 130.35%

Best Trade

Opened at
Closed at
Gain▲ 290.93%

Bio

This is my investment portfolio.

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.51%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.94%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.82%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.92%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.90%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.93%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.09%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 3.89%
▼ 1.80%▼ 5.57%▼ 1.51%
▲ 1.84%▼ 0.87%▼ 4.94%
▲ 12.20%▲ 6.28%▲ 1.82%
▲ 6.24%▲ 5.14%▲ 2.92%
▲ 27.91%▲ 2.30%▲ 1.90%
▲ 4.87%▲ 2.05%▲ 1.93%
▲ 8.78%▲ 2.32%▼ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pembina Pipeline
▲ 57.25%
9
Close
Jul 31, 2025
AT&T
14.85%
▼ 5.17%
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
22.98%
▲ 51.34%
4
Sell
Jul 31, 2025
Apple
▲ 57.00%
6
Close
Jul 31, 2025
Main Street Capital
23.86%
▲ 215.10%
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
▲ 23.48%
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
21.26%
▼ 14.08%
1
Open
Jul 31, 2025
Uber Technologies
17.05%
▲ 11.49%
1
Open
Jul 31, 2025