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New Portfolio - New Portfolio
Tom
New PortfolioIndividual Investor
Ranked #294,339 out of 769,291 TipRanks' Investors
Success Rate
91 out of 165
profitable transactions
profitable transactions
Average Return
4.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.65%
6-Month Return▲ 9.61%
12-Month Return▲ 17.50%
YTD Return▲ 12.65%
Total Return▲ 41.84%
Best Trade
Bio
Retirement fund
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.18%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.25%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.38%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 0.89%
▲ 25.72%▲ 1.21%▲ 5.18%
▼ 4.22%▲ 2.34%▲ 4.18%
▲ 7.82%▲ 2.10%▲ 1.30%
▲ 5.70%▼ 0.89%▼ 1.25%
▲ 37.60%▲ 4.40%▲ 0.38%
Recent Activity
Apple
8.47%
▲ 35.40%
5
Sell
Nov 08, 2024
Johnson & Johnson
6.97%
▲ 1.48%
12
Buy
Nov 08, 2024
Morgan Stanley
11.46%
▲ 44.65%
4
Buy
Nov 08, 2024
Royal Bank Of Canada
6.95%
▲ 45.85%
9
Sell
Nov 08, 2024
BCE
1.11%
▼ 21.99%
6
Buy
Nov 08, 2024
Realty Income
6.48%
▲ 11.81%
8
Buy
Nov 08, 2024
Pembina Pipeline
2.47%
▲ 28.52%
3
Buy
Nov 08, 2024
Kimberly Clark
6.02%
▲ 11.93%
3
Buy
Nov 08, 2024
Church & Dwight
2.89%
▲ 8.06%
3
Buy
Nov 08, 2024
Mackenzie FltgRate E
0.29%
▲ 5.06%
2
Sell
Nov 08, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
3.31%
▼ 1.53%
1
Open
Nov 08, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.01%
▼ 2.17%
1
Open
Nov 08, 2024
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
ProShares UltraPro QQQ
―
▲ 16.93%
2
Close
Mar 14, 2024
Altria Group
―
▲ 13.16%
9
Close
Mar 12, 2024