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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #110,140 out of 832,231 TipRanks' Investors
Success Rate
253 out of 387
profitable transactions
profitable transactions
Average Return
26.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.34%
6-Month Return▲ 10.34%
12-Month Return▲ 13.77%
YTD Return▲ 17.14%
Total Return▲ 70.48%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 3.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.45%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.48%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 0.23%
Dec 2025
▲ 11.64%▲ 6.28%▲ 3.25%
▲ 9.25%▲ 5.14%▲ 2.11%
▲ 7.60%▲ 2.30%▲ 0.37%
▲ 2.76%▲ 2.05%▲ 5.80%
▲ 12.88%▲ 3.56%▲ 0.49%
▲ 10.96%▲ 2.38%▲ 0.45%
▼ 3.44%▲ 0.19%▲ 2.48%
▲ 2.00%▲ 0.85%▲ 0.23%
Recent Activity
Brown Forman A
1.38%
▼ 32.66%
7
Buy
Nov 02, 2025
Centerpoint Energy
3.11%
▲ 46.39%
8
Buy
Nov 02, 2025
Coca-Cola
3.97%
▲ 28.96%
7
Buy
Nov 02, 2025
Frontline
0.45%
▲ 155.83%
5
Buy
Nov 02, 2025
Main Street Capital
5.29%
▲ 84.77%
8
Buy
Nov 02, 2025
Pfizer
1.69%
▼ 5.28%
9
Buy
Nov 02, 2025
Brown-Forman B
0.35%
▼ 32.17%
7
Buy
Nov 02, 2025
Grupo Aval Acciones y Valores SA Pfd
0.26%
▲ 32.71%
8
Buy
Nov 02, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.26%
▲ 11.36%
8
Buy
Nov 02, 2025
Dow Inc
0.68%
▼ 36.64%
9
Buy
Nov 02, 2025
AT&T
5.29%
▲ 40.99%
9
Buy
Nov 02, 2025
Altria Group
4.25%
▲ 54.73%
8
Buy
Nov 02, 2025
Annaly Capital
1.71%
▲ 27.34%
8
Buy
Nov 02, 2025
Keurig Dr Pepper
1.57%
▼ 1.16%
8
Buy
Nov 02, 2025
Philip Morris
3.77%
▲ 70.22%
8
Buy
Nov 02, 2025
Adamas Trust
0.43%
▼ 1.73%
8
Buy
Nov 02, 2025
Viatris
0.61%
▲ 4.42%
8
Buy
Nov 02, 2025
Neuberger Berman High Yield Strategies Fund Inc
0.85%
▲ 13.89%
7
Buy
Nov 02, 2025
PPL
0.96%
▲ 23.37%
7
Buy
Nov 02, 2025
Wells Fargo
4.22%
▲ 85.54%
7
Buy
Nov 02, 2025