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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #66,290 out of 858,896 TipRanks' Investors
Success Rate
69%
266 out of 387
profitable transactions
Average Return
34.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 13.89%
12-Month Return▲ 33.89%
YTD Return▲ 8.95%
Total Return▲ 84.52%

Best Trade

Opened at
Closed at-
Gain▲ 652.08%

Bio

Aggressive capital preservation

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.45%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.42%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.38%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.45%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.63%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.25%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.09%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.49%
▲ 10.96%▲ 2.38%▲ 0.45%
▼ 3.68%▲ 0.19%▲ 2.42%
▼ 0.10%▲ 0.08%▼ 0.38%
▲ 4.06%▲ 1.47%▲ 6.45%
▼ 1.12%▼ 0.86%▲ 3.63%
▲ 0.60%▼ 4.94%▼ 3.25%
▲ 4.89%▲ 4.48%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southern Copper
▲ 141.70%
7
Close
Mar 16, 2026
Warner Bros
▲ 17.55%
2
Close
Jan 11, 2026
Brown Forman A
1.33%
▼ 33.85%
7
Buy
Nov 02, 2025
Centerpoint Energy
3.56%
▲ 70.16%
8
Buy
Nov 02, 2025
Coca-Cola
4.38%
▲ 45.55%
7
Buy
Nov 02, 2025
Frontline
0.66%
▲ 298.06%
5
Buy
Nov 02, 2025
Main Street Capital
4.43%
▲ 61.98%
8
Buy
Nov 02, 2025
Pfizer
1.73%
▲ 0.49%
9
Buy
Nov 02, 2025
Brown-Forman B
0.33%
▼ 34.63%
7
Buy
Nov 02, 2025
Grupo Aval Acciones y Valores SA Pfd
0.27%
▲ 42.68%
8
Buy
Nov 02, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.17%
▲ 7.79%
8
Buy
Nov 02, 2025
Dow Inc
1.06%
▲ 1.75%
9
Buy
Nov 02, 2025
AT&T
5.67%
▲ 56.94%
9
Buy
Nov 02, 2025
Altria Group
4.8%
▲ 83.82%
8
Buy
Nov 02, 2025
Annaly Capital
1.68%
▲ 35.25%
8
Buy
Nov 02, 2025
Keurig Dr Pepper
1.39%
▼ 9.35%
8
Buy
Nov 02, 2025
Philip Morris
3.95%
▲ 84.21%
8
Buy
Nov 02, 2025
Adamas Trust
0.45%
▲ 11.64%
8
Buy
Nov 02, 2025
Viatris
0.69%
▲ 22.39%
8
Buy
Nov 02, 2025
Neuberger Berman High Yield Strategies Fund Inc
0.74%
▲ 9.04%
7
Buy
Nov 02, 2025