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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #180,752 out of 769,291 TipRanks' Investors
Success Rate
78 out of 139
profitable transactions
profitable transactions
Average Return
15.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.87%
6-Month Return▲ 9.91%
12-Month Return▲ 28.24%
YTD Return▲ 21.30%
Total Return▲ 39.89%
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
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.25%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.36%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.69%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▲ 1.60%
▲ 25.72%▲ 1.21%▲ 3.07%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 5.70%▼ 0.89%▼ 1.25%
▲ 37.60%▲ 4.40%▲ 2.36%
Recent Activity
AbbVie
―
▲ 34.05%
2
Close
Nov 14, 2024
Kraft Heinz
―
▼ 8.49%
2
Close
Nov 14, 2024
Altria Group
2.82%
▲ 27.39%
2
Buy
Nov 14, 2024
US Treasury 3 Month Bill ETF
19.73%
▲ 2.45%
5
Sell
Nov 14, 2024
Invesco QQQ Trust
9.16%
▲ 0.61%
2
Buy
Nov 14, 2024
Energy Select Sector SPDR Fund
―
▼ 9.35%
3
Close
Sep 25, 2024
Constellation Energy Corporation
2.33%
▼ 4.04%
1
Open
Sep 25, 2024
SPDR Gold Shares
2.32%
▲ 0.38%
1
Open
Sep 25, 2024
Realty Income
2.4%
▼ 2.94%
3
Buy
Sep 24, 2024
Abbott Laboratories
1.59%
▲ 2.16%
6
Buy
Sep 24, 2024
Occidental Petroleum
2.25%
▼ 1.64%
1
Open
Sep 24, 2024
Johnson & Johnson
1.98%
▼ 1.24%
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
2.28%
▲ 0.24%
1
Open
Jul 16, 2024
VanEck Semiconductor ETF
2.12%
▼ 10.09%
1
Open
Jul 16, 2024