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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #90,352 out of 815,638 TipRanks' Investors
Success Rate
236 out of 356
profitable transactions
profitable transactions
Average Return
24.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.85%
6-Month Return▲ 5.55%
12-Month Return▲ 11.28%
YTD Return▲ 12.64%
Total Return▲ 63.93%
Best Trade
Bio
Aggressive capital preservation
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.25%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.25%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.37%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 5.48%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.19%
▼ 12.86%▼ 1.27%▲ 3.42%
▼ 1.80%▼ 5.57%▼ 3.26%
▲ 1.84%▼ 0.87%▼ 2.25%
▲ 12.20%▲ 6.28%▲ 3.25%
▲ 6.24%▲ 5.14%▲ 2.11%
▲ 27.88%▲ 2.30%▲ 0.37%
▲ 6.52%▲ 2.30%▲ 5.48%
Recent Activity
Apple
1.4%
▲ 48.95%
4
Buy
Aug 24, 2025
Brown Forman A
1.4%
▼ 40.66%
6
Buy
Aug 24, 2025
Centerpoint Energy
3.16%
▲ 54.13%
7
Buy
Aug 24, 2025
Coca-Cola
3.96%
▲ 30.91%
6
Buy
Aug 24, 2025
Frontline
0.4%
▲ 160.51%
4
Buy
Aug 24, 2025
Main Street Capital
5.48%
▲ 98.86%
7
Buy
Aug 24, 2025
Pfizer
1.63%
▼ 10.95%
8
Buy
Aug 24, 2025
Brown-Forman B
0.34%
▼ 41.47%
6
Buy
Aug 24, 2025
Grupo Aval Acciones y Valores SA Pfd
0.21%
▲ 10.66%
7
Buy
Aug 24, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.36%
▲ 19.37%
7
Buy
Aug 24, 2025
Dow Inc
0.68%
▼ 43.44%
8
Buy
Aug 24, 2025
AT&T
6.32%
▲ 73.01%
8
Buy
Aug 24, 2025
Walgreens Boots Alliance
1.18%
▼ 48.09%
7
Buy
Aug 24, 2025
Altria Group
4.78%
▲ 80.33%
7
Buy
Aug 24, 2025
Annaly Capital
1.58%
▲ 19.10%
7
Buy
Aug 24, 2025
Keurig Dr Pepper
1%
▼ 2.89%
7
Buy
Aug 24, 2025
Omega Healthcare
3.28%
▲ 57.11%
7
Buy
Aug 24, 2025
Philip Morris
4.11%
▲ 93.56%
7
Buy
Aug 24, 2025
New York Mortgage
0.42%
▼ 6.20%
7
Buy
Aug 24, 2025
AbbVie
10.77%
▲ 58.37%
8
Buy
Aug 24, 2025