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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #113,287 out of 825,627 TipRanks' Investors
Success Rate
232 out of 356
profitable transactions
profitable transactions
Average Return
28.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.99%
6-Month Return▲ 15.01%
12-Month Return▲ 12.99%
YTD Return▲ 16.10%
Total Return▲ 68.96%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.25%
Apr 2025
▲ 11.63%
▲ 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
▲ 10.60%
▲ 3.13%
▲ 2.25%
Oct 2025
▼ 6.38%▼ 5.57%▼ 3.26%
▲ 0.80%▼ 0.87%▼ 2.25%
▲ 11.63%▲ 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%
▲ 10.60%▲ 3.13%▲ 2.25%
Recent Activity
Walgreens Boots Alliance
―
▼ 48.09%
8
Close
Aug 27, 2025
Apple
1.61%
▲ 73.84%
4
Buy
Aug 24, 2025
Brown Forman A
1.25%
▼ 45.53%
6
Buy
Aug 24, 2025
Centerpoint Energy
3.25%
▲ 61.44%
7
Buy
Aug 24, 2025
Coca-Cola
3.97%
▲ 34.47%
6
Buy
Aug 24, 2025
Frontline
0.46%
▲ 212.49%
4
Buy
Aug 24, 2025
Main Street Capital
4.87%
▲ 81.98%
7
Buy
Aug 24, 2025
Pfizer
1.56%
▼ 12.98%
8
Buy
Aug 24, 2025
Brown-Forman B
0.31%
▼ 45.33%
6
Buy
Aug 24, 2025
Grupo Aval Acciones y Valores SA Pfd
0.25%
▲ 33.31%
7
Buy
Aug 24, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.29%
▲ 17.15%
7
Buy
Aug 24, 2025
Dow Inc
0.69%
▼ 41.13%
8
Buy
Aug 24, 2025
AT&T
5.49%
▲ 54.65%
8
Buy
Aug 24, 2025
Altria Group
4.47%
▲ 74.61%
7
Buy
Aug 24, 2025
Annaly Capital
1.56%
▲ 23.75%
7
Buy
Aug 24, 2025
Keurig Dr Pepper
0.95%
▼ 4.88%
7
Buy
Aug 24, 2025
Omega Healthcare
3.03%
▲ 47.41%
7
Buy
Aug 24, 2025
Philip Morris
3.69%
▲ 78.26%
7
Buy
Aug 24, 2025
Adamas Trust
0.4%
▼ 6.55%
7
Buy
Aug 24, 2025
AbbVie
11.57%
▲ 74.45%
8
Buy
Aug 24, 2025