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New Portfolio - New Portfolio

Larry G

New Portfolio
Individual Investor
Ranked #22,286 out of 813,692 TipRanks' Investors
Success Rate
74%
109 out of 148
profitable transactions
Average Return
51.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 10.90%
12-Month Return▲ 18.90%
YTD Return▲ 15.81%
Total Return▲ 50.22%

Best Trade

Opened at
Closed at-
Gain▲ 1160.39%

Bio

Divy Profo

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 3.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.09%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.21%
Jun 2025
▲ 27.89%
▲ 2.30%
▼ 0.23%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 3.02%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.38%
▼ 12.86%▼ 1.27%▲ 0.75%
▼ 1.80%▼ 5.57%▼ 1.09%
▲ 1.84%▼ 0.87%▼ 1.30%
▲ 12.20%▲ 6.28%▲ 6.33%
▲ 6.24%▲ 5.14%▲ 4.21%
▲ 27.89%▲ 2.30%▼ 0.23%
▲ 8.10%▲ 1.80%▲ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Premier Financial
▲ 10.96%
2
Close
Feb 28, 2025
WesBanco
0.12%
▼ 10.45%
1
Open
Feb 28, 2025
Atlantica Sustainable Infrastructure
▼ 24.50%
2
Close
Dec 11, 2024
Physicians Realty
▼ 28.59%
3
Close
Feb 29, 2024
Healthpeak Properties
0.32%
▲ 12.13%
1
Open
Feb 29, 2024
Triton International
▲ 66.83%
3
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Umpqua Holdings
▲ 0.23%
3
Close
Mar 01, 2023
Columbia Banking System
0.43%
▼ 0.93%
1
Open
Mar 01, 2023
GE Healthcare Technologies Inc
0.06%
▲ 21.83%
1
Open
Jan 04, 2023
United Bankshares
0.11%
▲ 20.63%
1
Open
Dec 03, 2021
Takeda Pharmaceutical Company
0.17%
▲ 4.98%
1
Open
Jun 02, 2021
Williams Co
1.5%
▲ 174.79%
2
Buy
Jun 02, 2021
Hercules Capital
0.8%
▲ 78.15%
2
Sell
Jun 02, 2021
Artisan Partners
0.68%
▲ 27.48%
1
Open
Jun 02, 2021
Arrival SA
0%
▼ 99.99%
2
Buy
Jun 02, 2021
AbbVie
1.77%
▲ 116.22%
2
Buy
Jun 02, 2021
Best Buy Co
0.07%
▼ 27.44%
1
Open
Jun 02, 2021
Enbridge
1.57%
▲ 61.15%
2
Buy
Jun 02, 2021
Sierra Bancorp
0.28%
▲ 24.64%
1
Open
Jun 02, 2021