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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #360,915 out of 858,889 TipRanks' Investors
Success Rate
55%
132 out of 242
profitable transactions
Average Return
8.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.46%
6-Month Return▲ 12.79%
12-Month Return▲ 35.89%
YTD Return▲ 5.46%
Total Return▲ 78.55%

Best Trade

Opened at
Closed at-
Gain▲ 142.60%

Bio

Retirement fund

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.50%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.91%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.60%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.43%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.40%
▲ 10.96%▲ 2.38%▼ 0.50%
▼ 3.68%▲ 0.19%▲ 3.41%
▼ 0.10%▲ 0.08%▲ 1.80%
▲ 4.06%▲ 1.47%▲ 2.91%
▼ 1.12%▼ 0.86%▲ 1.60%
▲ 0.60%▼ 4.94%▼ 2.43%
▲ 4.89%▲ 4.48%▲ 3.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solstice Advanced Materials, Inc.
1.26%
▲ 5.69%
1
Open
Apr 07, 2026
Mondelez International
1.82%
▲ 3.38%
1
Open
Apr 01, 2026
Kraft Heinz
0.71%
▲ 3.55%
1
Open
Apr 01, 2026
Bank of America
1.62%
▲ 6.64%
1
Open
Apr 01, 2026
Realty Income
▲ 26.41%
11
Close
Mar 31, 2026
Lincoln National
▼ 10.60%
2
Close
Mar 31, 2026
Bank of New York Mellon
▼ 2.88%
3
Close
Mar 31, 2026
Intercontinental Exchange
▼ 8.21%
2
Close
Mar 31, 2026
Suncor Energy
0.99%
▼ 2.88%
1
Open
Mar 28, 2026
Kraken Robotics Systems Inc
0.36%
▼ 10.72%
1
Open
Mar 19, 2026
Canadian Bank of Commerce
4.12%
▼ 16.92%
9
Open
Mar 13, 2026
Robinhood
1.6%
▼ 6.58%
3
Buy
Mar 13, 2026
Grayscale Ethereum Trust (ETH)
▼ 35.14%
3
Close
Mar 11, 2026
iShares Ethereum Trust ETF
0.26%
▲ 8.67%
1
Open
Mar 11, 2026
Gibson Energy
2.54%
▲ 9.16%
2
Buy
Mar 10, 2026
Hydro One
2.62%
▲ 5.44%
2
Buy
Feb 26, 2026
Stryker
2.61%
▲ 35.49%
3
Sell
Feb 17, 2026
Centrus Energy
▼ 30.36%
2
Close
Feb 17, 2026
Sun Life Financial
3.01%
▲ 2.36%
2
Buy
Feb 17, 2026
Great-West Lifeco
3.39%
▲ 11.58%
2
Buy
Feb 13, 2026