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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #236,881 out of 757,673 TipRanks' Investors
Success Rate
88 out of 156
profitable transactions
profitable transactions
Average Return
4.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.10%
6-Month Return▲ 10.61%
12-Month Return▲ 15.60%
YTD Return▲ 12.92%
Total Return▲ 42.18%
Best Trade
Bio
Retirement fund
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.18%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 1.51%
▲ 1.12%
▲ 0.65%
Sep 2024
▲ 14.08%▲ 5.22%▲ 0.01%
▲ 5.05%▲ 3.27%▲ 1.61%
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 0.89%
▲ 25.76%▲ 1.21%▲ 5.18%
▼ 4.21%▲ 2.34%▲ 4.18%
▲ 1.51%▲ 1.12%▲ 0.65%
Recent Activity
Main Street Capital
―
▲ 5.12%
2
Close
Aug 13, 2024
Broadcom
―
▼ 5.42%
2
Close
Aug 05, 2024
Sysco
―
▲ 0.16%
3
Close
Jul 16, 2024
AbbVie
―
▼ 5.07%
2
Close
Jun 12, 2024
Labrador Iron Ore
―
▼ 3.41%
3
Close
Jun 04, 2024
Russel Metals
―
▼ 17.41%
3
Close
May 31, 2024
Johnson & Johnson
7.24%
▲ 6.72%
11
Buy
May 08, 2024
Church & Dwight
2.26%
▲ 0.35%
2
Buy
Apr 30, 2024
BCE
1.34%
▼ 5.68%
5
Sell
Apr 18, 2024
Realty Income
6.41%
▲ 20.87%
7
Buy
Apr 16, 2024
ProShares UltraPro QQQ
―
▲ 16.93%
2
Close
Mar 14, 2024
Altria Group
―
▲ 13.16%
9
Close
Mar 12, 2024
Mackenzie FltgRate E
0.46%
▲ 2.59%
1
Open
Mar 12, 2024
Kimberly Clark
5.9%
▲ 19.78%
2
Buy
Feb 27, 2024
Royal Bank Of Canada
8.88%
▲ 37.96%
8
Buy
Feb 15, 2024
Pembina Pipeline
2.23%
▲ 27.72%
2
Buy
Feb 15, 2024
Sprott Physical Uranium Trust
0.68%
▼ 18.66%
1
Open
Feb 15, 2024
Woodside Energy Group
―
▼ 0.10%
2
Close
Feb 07, 2024
JPMorgan Equity Premium Income ETF
―
▲ 10.96%
6
Close
Jan 29, 2024
Walmart
―
▲ 13.06%
6
Close
Jan 16, 2024