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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #180,202 out of 834,043 TipRanks' Investors
Success Rate
84 out of 139
profitable transactions
profitable transactions
Average Return
21.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.67%
6-Month Return▲ 9.91%
12-Month Return▲ 19.34%
YTD Return▲ 19.84%
Total Return▲ 59.73%
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%
▲ 11.63%
▲ 6.28%
▲ 4.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.74%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.18%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.13%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.67%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.68%
▲ 9.25%▲ 5.14%▲ 4.11%
▲ 7.60%▲ 2.30%▲ 1.68%
▲ 2.76%▲ 2.05%▲ 3.74%
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 0.18%
▼ 3.57%▲ 0.19%▲ 1.13%
▲ 1.55%▲ 1.31%▲ 0.67%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.62%
▲ 43.07%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
18.07%
▲ 7.23%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
10.34%
▲ 25.13%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
3.07%
▲ 37.96%
1
Open
Sep 25, 2024
SPDR Gold Shares
3.55%
▲ 69.59%
1
Open
Sep 25, 2024
Realty Income
2.17%
▲ 1.91%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.55%
▲ 7.03%
6
Buy
Sep 24, 2024
Occidental Petroleum
1.58%
▼ 21.92%
1
Open
Sep 24, 2024
Johnson & Johnson
2.43%
▲ 37.00%
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
2.24%
▲ 10.39%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.91%
▲ 34.68%
1
Open
Jul 16, 2024