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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #101,554 out of 800,730 TipRanks' Investors
Success Rate
61%
190 out of 313
profitable transactions
Average Return
20.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.85%
6-Month Return▼ 1.36%
12-Month Return▲ 9.53%
YTD Return▲ 2.66%
Total Return▲ 49.41%

Best Trade

Opened at
Closed at-
Gain▲ 362.33%

Bio

Aggressive capital preservation

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.35%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.37%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.59%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.26%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.24%
Apr 2025
▲ 9.79%
▲ 4.43%
▲ 1.72%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.35%
▲ 25.97%▲ 5.96%▲ 1.37%
▲ 5.42%▼ 2.41%▼ 3.59%
▲ 6.01%▲ 2.69%▲ 3.19%
▼ 12.86%▼ 1.27%▲ 3.42%
▼ 1.80%▼ 5.57%▼ 3.26%
▲ 1.76%▼ 0.87%▼ 2.24%
▲ 9.79%▲ 4.43%▲ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
0.78%
▲ 53.12%
3
Buy
Nov 30, 2024
Intel
0.8%
▼ 22.75%
2
Buy
Nov 30, 2024
Super Micro Computer
0.6%
▼ 8.84%
2
Buy
Sep 29, 2024
Canadian Bank of Commerce
▲ 25.84%
7
Close
Sep 08, 2024
GE Aerospace
▲ 114.61%
6
Close
Jul 29, 2024
Anheuser-Busch Inbev Sa
▼ 7.83%
4
Close
Jul 29, 2024
Dow Inc
0.91%
▼ 43.64%
7
Buy
Jun 26, 2024
AT&T
7.08%
▲ 71.23%
7
Buy
Jun 26, 2024
AbbVie
11.44%
▲ 45.55%
7
Buy
Jun 26, 2024
Cubesmart
1.13%
▼ 0.60%
5
Buy
Jun 26, 2024
Bristol-Myers Squibb
1.42%
▲ 7.80%
2
Buy
Jun 26, 2024
Brown Forman A
1.87%
▼ 43.85%
5
Buy
Mar 24, 2024
Centerpoint Energy
3.84%
▲ 61.52%
6
Buy
Mar 24, 2024
Frontline
0.4%
▲ 177.74%
3
Buy
Mar 24, 2024
Main Street Capital
5.3%
▲ 81.35%
6
Buy
Mar 24, 2024
Pfizer
1.76%
▼ 19.97%
7
Buy
Mar 24, 2024
Brown-Forman B
0.47%
▼ 44.04%
5
Buy
Mar 24, 2024
Grupo Aval Acciones y Valores SA Pfd
0.21%
▼ 7.83%
6
Buy
Mar 24, 2024
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.43%
▲ 15.37%
6
Buy
Mar 24, 2024
Walgreens Boots Alliance
1.29%
▼ 59.09%
6
Buy
Mar 24, 2024