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New Portfolio - New Portfolio

PerformancePortfolio Details

Tom

New Portfolio
Individual Investor
Ranked #127,350 out of 858,885 TipRanks' Investors
Success Rate
63%
87 out of 139
profitable transactions
Average Return
27.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 13.12%
12-Month Return▲ 37.83%
YTD Return▲ 10.91%
Total Return▲ 77.14%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at
Gain▲ 232.78%

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%
▲ 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%
▲ 0.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.50%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.80%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.55%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.01%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 0.18%
▼ 3.68%▲ 0.19%▲ 1.38%
▼ 0.10%▲ 0.08%▲ 0.41%
▲ 4.06%▲ 1.47%▲ 7.50%
▼ 1.12%▼ 0.86%▲ 4.80%
▲ 0.60%▼ 4.94%▼ 1.55%
▲ 4.89%▲ 4.48%▼ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
KHC
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
MO
Altria Group
2.92%
▲ 70.17%
2
Buy
Nov 14, 2024
TBIL
US Treasury 3 Month Bill ETF
17.21%
▲ 8.35%
5
Sell
Nov 14, 2024
QQQ
Invesco QQQ Trust
9.67%
▲ 22.72%
2
Buy
Nov 14, 2024
XLE
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
CEG
Constellation Energy Corporation
2.33%
▲ 9.92%
1
Open
Sep 25, 2024
GLD
SPDR Gold Shares
3.55%
▲ 77.89%
1
Open
Sep 25, 2024
O
Realty Income
2.33%
▲ 16.64%
3
Buy
Sep 24, 2024
ABT
Abbott Laboratories
1.18%
▼ 4.96%
6
Buy
Sep 24, 2024
OXY
Occidental Petroleum
2.2%
▲ 14.12%
1
Open
Sep 24, 2024
JNJ
Johnson & Johnson
2.66%
▲ 58.17%
5
Buy
Aug 07, 2024
NVDA
Nvidia
―
▲ 39.42%
4
Close
Aug 05, 2024
AMZN
Amazon
―
▼ 5.07%
2
Close
Aug 05, 2024
AVGO
Broadcom
―
▲ 232.78%
3
Close
Aug 05, 2024
MSFT
Microsoft
―
▲ 63.85%
3
Close
Aug 05, 2024
GOOG
Alphabet Class C
―
▲ 32.39%
2
Close
Aug 05, 2024
RDVY
First Trust Rising Dividend Achievers ETF
―
▲ 5.13%
2
Close
Jul 16, 2024
IYM
iShares U.S. Basic Materials ETF
2.51%
▲ 30.25%
1
Open
Jul 16, 2024
SMH
VanEck Semiconductor ETF
3.31%
▲ 60.82%
1
Open
Jul 16, 2024