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New Portfolio - New Portfolio

PerformancePortfolio Details

Tom

New Portfolio
Individual Investor
Ranked #356,499 out of 783,619 TipRanks' Investors
Success Rate
53%
89 out of 169
profitable transactions
Average Return
4.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.83%
6-Month Return▲ 3.93%
12-Month Return▲ 9.89%
YTD Return▲ 4.83%
Total Return▲ 40.93%

Best Trade

AssetMorgan Stanley (MS)
Opened at
Closed at-
Gain▲ 80.17%

Bio

Retirement fund

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.18%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 0.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.55%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.83%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.89%
▲ 8.13%▲ 1.21%▲ 5.18%
▼ 13.14%▲ 2.34%▲ 4.18%
▲ 2.93%▲ 2.10%▲ 1.30%
▲ 9.99%▼ 0.89%▼ 1.41%
▲ 26.04%▲ 5.96%▲ 0.88%
▲ 5.93%▼ 2.41%▼ 5.55%
▲ 3.19%▲ 2.68%▲ 4.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SOFI
SoFi Technologies
―
▲ 5.05%
2
Close
Jan 30, 2025
NWN
Northwest Gas
―
▲ 1.69%
2
Close
Jan 28, 2025
TQQQ
ProShares UltraPro QQQ
0.84%
▲ 11.01%
3
Open
Jan 27, 2025
MFT
Mackenzie FltgRate E
―
▲ 5.94%
3
Close
Jan 24, 2025
TEM
Tempus AI, Inc. Class A
1.16%
▲ 4.29%
1
Open
Jan 23, 2025
JNJ
Johnson & Johnson
―
▼ 3.07%
13
Close
Jan 22, 2025
BCE
BCE
―
▼ 26.14%
7
Close
Jan 05, 2025
CHD
Church & Dwight
―
▲ 0.73%
4
Close
Jan 03, 2025
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
―
▲ 0.64%
2
Close
Dec 05, 2024
AAPL
Apple
9.65%
▲ 38.71%
5
Sell
Nov 08, 2024
MS
Morgan Stanley
13.13%
▲ 49.95%
4
Buy
Nov 08, 2024
RY
Royal Bank Of Canada
7.57%
▲ 51.62%
9
Sell
Nov 08, 2024
O
Realty Income
6.75%
▲ 6.84%
8
Buy
Nov 08, 2024
PPL
Pembina Pipeline
2.33%
▲ 15.14%
3
Buy
Nov 08, 2024
KMB
Kimberly Clark
6.27%
▲ 7.83%
3
Buy
Nov 08, 2024
HYLD
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
3.56%
▲ 1.94%
1
Open
Nov 08, 2024
MAIN
Main Street Capital
―
▲ 5.12%
2
Close
Aug 13, 2024
AVGO
Broadcom
―
▼ 5.42%
2
Close
Aug 05, 2024
SYY
Sysco
―
▲ 0.16%
3
Close
Jul 16, 2024
ABBV
AbbVie
―
▼ 5.07%
2
Close
Jun 12, 2024