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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #361,086 out of 812,326 TipRanks' Investors
Success Rate
55%
101 out of 185
profitable transactions
Average Return
4.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.67%
6-Month Return▲ 6.54%
12-Month Return▲ 8.47%
YTD Return▲ 9.38%
Total Return▲ 47.55%

Best Trade

Opened at
Closed at-
Gain▲ 85.38%

Bio

Retirement fund

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 3.01%
Jan 2025
▼ 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
▲ 27.86%
▲ 2.30%
▼ 1.10%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 3.46%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.01%
▼ 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%
▲ 27.86%▲ 2.30%▼ 1.10%
▲ 0.42%▲ 0.11%▲ 3.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ally Financial
▼ 5.56%
2
Close
Aug 07, 2025
Morgan Stanley
10.93%
▲ 40.97%
5
Buy
Jul 19, 2025
Royal Bank Of Canada
8.84%
▲ 50.22%
10
Buy
Jul 19, 2025
Realty Income
5.68%
▲ 16.06%
9
Sell
Jul 19, 2025
Pembina Pipeline
8.68%
▲ 9.53%
4
Buy
Jul 19, 2025
Kimberly Clark
5.89%
▲ 13.08%
4
Buy
Jul 19, 2025
Alphabet Class A
5.21%
▲ 3.38%
1
Open
Jul 19, 2025
1stAstTech Giants Un
0.03%
▼ 0.24%
1
Open
Jul 19, 2025
Evolve NASDAQ Technology Enhanced Yield Index Fund Trust Units
3.77%
▲ 2.06%
1
Open
Jul 19, 2025
Hamilton U.S. Equity Yield Maximizer ETF Trust Units E
2.48%
▼ 0.11%
1
Open
Jul 19, 2025
Power Corp of Canada
2.76%
▲ 5.65%
1
Open
Jul 19, 2025
South Bow Corp
0.1%
▲ 2.81%
1
Open
Jul 19, 2025
BlackRock Enhanced Equity Dividend Trust
0.09%
▲ 0.23%
1
Open
Jul 19, 2025
NEOS Bitcoin High Income ETF
2.11%
▲ 1.33%
1
Open
Jul 19, 2025
Procter & Gamble
▲ 9.33%
7
Close
Jul 17, 2025
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
▲ 4.23%
2
Close
Jul 17, 2025
Idaho Strategic Resources
0.37%
▲ 18.05%
1
Open
Jul 15, 2025
Robinhood
0.92%
▲ 51.54%
1
Open
Jun 09, 2025
Tempus AI, Inc. Class A
▼ 22.14%
2
Close
Apr 06, 2025
ProShares UltraPro QQQ
▲ 5.80%
4
Close
Feb 28, 2025