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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #365,602 out of 818,989 TipRanks' Investors
Success Rate
104 out of 187
profitable transactions
profitable transactions
Average Return
6.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.72%
6-Month Return▲ 14.93%
12-Month Return▲ 11.14%
YTD Return▲ 16.69%
Total Return▲ 57.42%
Best Trade
Bio
Retirement fund
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 1.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.02%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.96%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.38%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 2.65%
Sep 2025
▼ 12.86%▼ 1.27%▲ 1.80%
▼ 1.80%▼ 5.57%▼ 2.37%
▲ 1.84%▼ 0.87%▼ 1.38%
▲ 12.20%▲ 6.28%▲ 3.78%
▲ 6.24%▲ 5.14%▲ 2.02%
▲ 27.91%▲ 2.30%▼ 0.96%
▲ 4.87%▲ 2.05%▲ 7.38%
▲ 9.23%▲ 2.67%▲ 2.65%
Recent Activity
Alphabet Class A
―
▲ 32.48%
2
Close
Sep 15, 2025
1stAstTech Giants Un
―
▲ 0.19%
2
Close
Sep 03, 2025
Evolve NASDAQ Technology Enhanced Yield Index Fund Trust Units
―
▲ 2.60%
2
Close
Sep 03, 2025
MP Materials
―
▼ 12.05%
2
Close
Sep 03, 2025
Extendicare
1.33%
▲ 0.93%
1
Open
Aug 09, 2025
Ally Financial
―
▼ 5.56%
2
Close
Aug 07, 2025
Morgan Stanley
12.83%
▲ 59.30%
5
Buy
Jul 19, 2025
Royal Bank Of Canada
10.12%
▲ 66.32%
10
Buy
Jul 19, 2025
Realty Income
6.1%
▲ 20.72%
9
Sell
Jul 19, 2025
Pembina Pipeline
9.72%
▲ 20.17%
4
Buy
Jul 19, 2025
Kimberly Clark
5.62%
▲ 4.79%
4
Buy
Jul 19, 2025
Hamilton U.S. Equity Yield Maximizer ETF Trust Units E
2.73%
▲ 7.29%
1
Open
Jul 19, 2025
Power Corp of Canada
2.89%
▲ 6.85%
1
Open
Jul 19, 2025
South Bow Corp
0.11%
▲ 7.32%
1
Open
Jul 19, 2025
BlackRock Enhanced Equity Dividend Trust
0.1%
▲ 3.94%
1
Open
Jul 19, 2025
NEOS Bitcoin High Income ETF
2.13%
▲ 0.96%
1
Open
Jul 19, 2025
Procter & Gamble
―
▲ 9.33%
7
Close
Jul 17, 2025
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
―
▲ 4.24%
2
Close
Jul 17, 2025
Idaho Strategic Resources
0.5%
▲ 52.64%
1
Open
Jul 15, 2025
Robinhood
1.04%
▲ 64.73%
1
Open
Jun 09, 2025