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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #106,289 out of 835,683 TipRanks' Investors
Success Rate
255 out of 387
profitable transactions
profitable transactions
Average Return
27.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.51%
6-Month Return▲ 9.11%
12-Month Return▲ 17.58%
YTD Return▲ 1.27%
Total Return▲ 71.37%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 2.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.59%
Dec 2025
▲ 1.67%
▲ 1.45%
▲ 1.27%
Jan 2026
▲ 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%
▼ 3.57%▲ 0.19%▲ 2.55%
▼ 0.10%▲ 0.08%▼ 0.59%
▲ 1.67%▲ 1.45%▲ 1.27%
Recent Activity
Brown Forman A
1.19%
▼ 42.06%
7
Buy
Nov 02, 2025
Centerpoint Energy
3.19%
▲ 49.96%
8
Buy
Nov 02, 2025
Coca-Cola
3.9%
▲ 26.59%
7
Buy
Nov 02, 2025
Frontline
0.42%
▲ 142.80%
5
Buy
Nov 02, 2025
Main Street Capital
5.3%
▲ 85.76%
8
Buy
Nov 02, 2025
Pfizer
1.67%
▼ 6.64%
9
Buy
Nov 02, 2025
Brown-Forman B
0.3%
▼ 42.67%
7
Buy
Nov 02, 2025
Grupo Aval Acciones y Valores SA Pfd
0.26%
▲ 30.16%
8
Buy
Nov 02, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.28%
▲ 13.16%
8
Buy
Nov 02, 2025
Dow Inc
0.71%
▼ 34.22%
9
Buy
Nov 02, 2025
AT&T
5.31%
▲ 41.22%
9
Buy
Nov 02, 2025
Altria Group
4%
▲ 48.00%
8
Buy
Nov 02, 2025
Annaly Capital
1.79%
▲ 33.07%
8
Buy
Nov 02, 2025
Keurig Dr Pepper
1.46%
▼ 7.54%
8
Buy
Nov 02, 2025
Philip Morris
3.89%
▲ 76.56%
8
Buy
Nov 02, 2025
Adamas Trust
0.45%
▲ 5.10%
8
Buy
Nov 02, 2025
Viatris
0.65%
▲ 11.71%
8
Buy
Nov 02, 2025
Neuberger Berman High Yield Strategies Fund Inc
0.87%
▲ 19.79%
7
Buy
Nov 02, 2025
PPL
1%
▲ 28.64%
7
Buy
Nov 02, 2025
Wells Fargo
4.4%
▲ 93.15%
7
Buy
Nov 02, 2025