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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #192,783 out of 796,328 TipRanks' Investors
Success Rate
72 out of 139
profitable transactions
profitable transactions
Average Return
11.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.88%
6-Month Return▼ 7.63%
12-Month Return▲ 3.65%
YTD Return▼ 2.71%
Total Return▲ 29.70%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.45%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 3.11%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.20%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.96%
Mar 2025
▼ 7.13%
▼ 5.90%
▼ 6.40%
Apr 2025
▲ 2.92%▲ 2.10%▲ 0.87%
▲ 10.00%▼ 0.89%▼ 1.45%
▲ 25.98%▲ 5.96%▲ 3.11%
▲ 5.36%▼ 2.41%▼ 5.20%
▲ 6.01%▲ 2.69%▲ 4.19%
▼ 12.86%▼ 1.27%▲ 1.75%
▼ 1.80%▼ 5.57%▼ 1.96%
▼ 7.13%▼ 5.90%▼ 6.40%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
3.13%
▲ 37.23%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
21.37%
▲ 4.24%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
8.72%
▼ 11.24%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.08%
▼ 21.10%
1
Open
Sep 25, 2024
SPDR Gold Shares
3.09%
▲ 24.58%
1
Open
Sep 25, 2024
Realty Income
2.64%
▲ 1.00%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.92%
▲ 9.52%
6
Buy
Sep 24, 2024
Occidental Petroleum
1.87%
▼ 23.48%
1
Open
Sep 24, 2024
Johnson & Johnson
2.18%
▲ 1.62%
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
2.14%
▼ 12.10%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
1.81%
▼ 29.35%
1
Open
Jul 16, 2024