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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #226,005 out of 781,066 TipRanks' Investors
Success Rate
74 out of 139
profitable transactions
profitable transactions
Average Return
15.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.52%
6-Month Return▲ 3.80%
12-Month Return▲ 20.85%
YTD Return▲ 4.03%
Total Return▲ 38.61%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.60%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.45%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.03%
Jan 2025
▲ 9.79%▲ 3.53%▲ 1.60%
▲ 8.13%▲ 1.21%▲ 3.07%
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 0.87%
▲ 10.00%▼ 0.89%▼ 1.45%
▲ 26.04%▲ 5.96%▲ 3.15%
▲ 5.93%▼ 2.41%▼ 5.28%
▲ 9.79%▲ 0.95%▲ 4.03%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.57%
▲ 20.20%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
19.71%
▲ 3.18%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
9.44%
▲ 4.12%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.94%
▲ 20.54%
1
Open
Sep 25, 2024
SPDR Gold Shares
2.32%
▲ 1.44%
1
Open
Sep 25, 2024
Realty Income
2.28%
▼ 6.74%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.53%
▲ 0.60%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.26%
▼ 0.37%
1
Open
Sep 24, 2024
Johnson & Johnson
1.88%
▼ 5.87%
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
2.13%
▼ 5.25%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.24%
▼ 5.23%
1
Open
Jul 16, 2024