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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #125,336 out of 828,953 TipRanks' Investors
Success Rate
242 out of 387
profitable transactions
profitable transactions
Average Return
24.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.09%
6-Month Return▲ 7.55%
12-Month Return▲ 12.43%
YTD Return▲ 13.49%
Total Return▲ 65.17%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.25%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 0.45%
Oct 2025
▼ 6.61%
▼ 3.22%
▼ 0.49%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.25%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▲ 0.45%
▼ 6.61%▼ 3.22%▼ 0.49%
Recent Activity
Brown Forman A
1.28%
▼ 39.69%
7
Buy
Nov 02, 2025
Centerpoint Energy
3.42%
▲ 55.95%
8
Buy
Nov 02, 2025
Coca-Cola
4.19%
▲ 31.97%
7
Buy
Nov 02, 2025
Frontline
0.51%
▲ 187.14%
5
Buy
Nov 02, 2025
Main Street Capital
4.96%
▲ 68.46%
8
Buy
Nov 02, 2025
Pfizer
1.71%
▼ 6.56%
9
Buy
Nov 02, 2025
Brown-Forman B
0.32%
▼ 39.65%
7
Buy
Nov 02, 2025
Grupo Aval Acciones y Valores SA Pfd
0.27%
▲ 31.16%
8
Buy
Nov 02, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.28%
▲ 9.84%
8
Buy
Nov 02, 2025
Dow Inc
0.62%
▼ 44.50%
9
Buy
Nov 02, 2025
AT&T
5.71%
▲ 48.53%
9
Buy
Nov 02, 2025
Altria Group
4.37%
▲ 55.31%
8
Buy
Nov 02, 2025
Annaly Capital
1.7%
▲ 23.50%
8
Buy
Nov 02, 2025
Keurig Dr Pepper
1.49%
▼ 8.03%
8
Buy
Nov 02, 2025
Philip Morris
3.99%
▲ 75.74%
8
Buy
Nov 02, 2025
Adamas Trust
0.43%
▼ 3.80%
8
Buy
Nov 02, 2025
Viatris
0.57%
▼ 4.62%
8
Buy
Nov 02, 2025
Neuberger Berman High Yield Strategies Fund Inc
0.86%
▲ 12.33%
7
Buy
Nov 02, 2025
PPL
1.07%
▲ 33.46%
7
Buy
Nov 02, 2025
Wells Fargo
3.91%
▲ 68.05%
7
Buy
Nov 02, 2025