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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #64,458 out of 851,848 TipRanks' Investors
Success Rate
276 out of 387
profitable transactions
profitable transactions
Average Return
33.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.47%
6-Month Return▲ 14.81%
12-Month Return▲ 20.19%
YTD Return▲ 7.13%
Total Return▲ 81.08%
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
▼ 3.58%
▲ 0.19%
▲ 2.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.59%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 7.13%
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%
▼ 3.58%▲ 0.19%▲ 2.44%
▼ 0.10%▲ 0.08%▼ 0.59%
▲ 5.86%▲ 1.78%▲ 7.13%
Recent Activity
Warner Bros
―
▲ 17.55%
2
Close
Jan 11, 2026
Brown Forman A
1.23%
▼ 39.70%
7
Buy
Nov 02, 2025
Centerpoint Energy
3.28%
▲ 55.26%
8
Buy
Nov 02, 2025
Coca-Cola
4.19%
▲ 37.02%
7
Buy
Nov 02, 2025
Frontline
0.55%
▲ 218.07%
5
Buy
Nov 02, 2025
Main Street Capital
5.45%
▲ 93.35%
8
Buy
Nov 02, 2025
Pfizer
1.7%
▼ 2.57%
9
Buy
Nov 02, 2025
Brown-Forman B
0.3%
▼ 40.91%
7
Buy
Nov 02, 2025
Grupo Aval Acciones y Valores SA Pfd
0.32%
▲ 63.02%
8
Buy
Nov 02, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.26%
▲ 13.06%
8
Buy
Nov 02, 2025
Dow Inc
0.75%
▼ 29.99%
9
Buy
Nov 02, 2025
AT&T
5.44%
▲ 47.51%
9
Buy
Nov 02, 2025
Altria Group
4.3%
▲ 60.35%
8
Buy
Nov 02, 2025
Annaly Capital
1.84%
▲ 37.48%
8
Buy
Nov 02, 2025
Keurig Dr Pepper
1.42%
▼ 9.30%
8
Buy
Nov 02, 2025
Philip Morris
4.42%
▲ 102.42%
8
Buy
Nov 02, 2025
Adamas Trust
0.51%
▲ 19.91%
8
Buy
Nov 02, 2025
Viatris
0.68%
▲ 17.75%
8
Buy
Nov 02, 2025
Neuberger Berman High Yield Strategies Fund Inc
0.88%
▲ 23.05%
7
Buy
Nov 02, 2025
PPL
1.04%
▲ 33.88%
7
Buy
Nov 02, 2025