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New Portfolio - New Portfolio

DRCAT

New Portfolio
Individual Investor
Ranked #437,191 out of 858,800 TipRanks' Investors
Success Rate
54%
45 out of 84
profitable transactions
Average Return
2.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.82%
6-Month Return▼ 16.57%
12-Month Return▲ 30.87%
YTD Return▼ 2.75%
Total Return▼ 63.47%

Best Trade

Opened at
Closed at
Gain▲ 528.83%

Bio

Performance

13.84%0-13.84%
▲ 12.88%
▲ 3.56%
▲ 13.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 13.84%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.21%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 4.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.06%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.87%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.88%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 4.61%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 13.57%
▲ 10.96%▲ 2.38%▼ 13.84%
▼ 3.68%▲ 0.19%▼ 0.21%
▼ 0.10%▲ 0.08%▼ 4.20%
▲ 4.06%▲ 1.47%▲ 6.06%
▼ 1.12%▼ 0.86%▼ 5.87%
▲ 0.60%▼ 4.94%▼ 6.88%
▲ 4.98%▲ 4.55%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
4.07%
▲ 1.41%
1
Open
Apr 01, 2026
Redwood
17.87%
▲ 22.04%
8
Sell
Mar 26, 2026
Goldman Sachs Nasdaq 100 Core Premium Income ETF
16.92%
▲ 5.54%
1
Open
Mar 26, 2026
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
8.44%
▲ 10.98%
3
Buy
Mar 24, 2026
Perspective Therapeutics
▲ 407.17%
8
Close
Dec 02, 2025
Amgen
▲ 15.95%
3
Close
Dec 02, 2025
Alphabet Class A
▲ 26.15%
2
Close
Sep 24, 2025
Realty Income
0%
▲ 11.92%
1
Open
Sep 04, 2025
Streamex
▼ 1.70%
8
Close
Jul 15, 2025
Nvidia
▲ 20.29%
2
Close
Jul 15, 2025
Organigram Global
0.95%
▲ 28.50%
6
Buy
Jun 04, 2025
RedHill Biopharma
0.05%
▼ 91.97%
8
Buy
Jun 04, 2025
PayPal Holdings
▲ 1.17%
7
Close
Jun 04, 2025
Energy Transfer
10.04%
▲ 70.73%
5
Buy
Jun 04, 2025
Blue Owl Capital
8.49%
▲ 9.06%
4
Buy
Jun 04, 2025
Mereo Biopharma Group Plc
0.67%
▼ 73.11%
4
Sell
Jun 04, 2025
Pfizer
10.74%
▲ 11.12%
3
Buy
Jun 04, 2025
Liberty All Star Equity Fund
▲ 8.74%
2
Close
Jun 04, 2025
Annaly Capital
15.98%
▲ 37.96%
2
Buy
Jun 04, 2025
Oxford Lane Capital
5.77%
▼ 39.76%
1
Open
Jun 04, 2025