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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #113,211 out of 857,329 TipRanks' Investors
Success Rate
87 out of 139
profitable transactions
profitable transactions
Average Return
26.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.28%
6-Month Return▲ 11.26%
12-Month Return▲ 26.31%
YTD Return▲ 8.75%
Total Return▲ 73.64%
Best Trade
Bio
Retired for about 3 years. My portfolio reflects about 35 years of saving and investing. I have been on the conservative side and buying and holding.
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 3.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.38%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.38%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.50%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 4.80%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 3.47%
Mar 2026
▲ 2.76%▲ 2.05%▲ 3.74%
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 0.18%
▼ 3.68%▲ 0.19%▲ 1.38%
▼ 0.10%▲ 0.08%▲ 0.38%
▲ 4.06%▲ 1.47%▲ 7.50%
▼ 1.18%▼ 0.86%▲ 4.80%
▲ 1.73%▼ 5.20%▼ 3.47%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.85%
▲ 60.14%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
17.57%
▲ 8.09%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
9.39%
▲ 16.74%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.34%
▲ 8.19%
1
Open
Sep 25, 2024
SPDR Gold Shares
3.43%
▲ 68.23%
1
Open
Sep 25, 2024
Realty Income
2.27%
▲ 11.03%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.27%
▼ 2.37%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.35%
▲ 19.51%
1
Open
Sep 24, 2024
Johnson & Johnson
2.68%
▲ 56.12%
5
Buy
Aug 07, 2024
Nvidia
―
▲ 39.42%
4
Close
Aug 05, 2024
Amazon
―
▼ 5.07%
2
Close
Aug 05, 2024
Broadcom
―
▲ 232.78%
3
Close
Aug 05, 2024
Microsoft
―
▲ 63.85%
3
Close
Aug 05, 2024
Alphabet Class C
―
▲ 32.39%
2
Close
Aug 05, 2024
First Trust Rising Dividend Achievers ETF
―
▲ 5.13%
2
Close
Jul 16, 2024
iShares U.S. Basic Materials ETF
2.26%
▲ 14.71%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.98%
▲ 41.63%
1
Open
Jul 16, 2024