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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #112,110 out of 821,666 TipRanks' Investors
Success Rate
233 out of 356
profitable transactions
profitable transactions
Average Return
26.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.24%
6-Month Return▲ 25.36%
12-Month Return▲ 10.24%
YTD Return▲ 13.67%
Total Return▲ 65.43%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.25%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.25%
Apr 2025
▲ 11.63%
▲ 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
▲ 4.95%
▲ 0.44%
▲ 0.12%
Oct 2025
▼ 6.38%▼ 5.57%▼ 3.25%
▲ 0.80%▼ 0.87%▼ 2.25%
▲ 11.63%▲ 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%
▲ 4.95%▲ 0.44%▲ 0.12%
Recent Activity
Walgreens Boots Alliance
―
▼ 48.09%
8
Close
Aug 27, 2025
Apple
1.56%
▲ 65.89%
4
Buy
Aug 24, 2025
Brown Forman A
1.24%
▼ 46.85%
6
Buy
Aug 24, 2025
Centerpoint Energy
3.3%
▲ 61.20%
7
Buy
Aug 24, 2025
Coca-Cola
3.79%
▲ 26.69%
6
Buy
Aug 24, 2025
Frontline
0.44%
▲ 196.37%
4
Buy
Aug 24, 2025
Main Street Capital
5.27%
▲ 93.59%
7
Buy
Aug 24, 2025
Pfizer
1.71%
▼ 6.12%
8
Buy
Aug 24, 2025
Brown-Forman B
0.31%
▼ 46.65%
6
Buy
Aug 24, 2025
Grupo Aval Acciones y Valores SA Pfd
0.22%
▲ 12.58%
7
Buy
Aug 24, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.39%
▲ 23.43%
7
Buy
Aug 24, 2025
Dow Inc
0.64%
▼ 45.68%
8
Buy
Aug 24, 2025
AT&T
5.61%
▲ 54.02%
8
Buy
Aug 24, 2025
Altria Group
4.69%
▲ 80.38%
7
Buy
Aug 24, 2025
Annaly Capital
1.53%
▲ 20.16%
7
Buy
Aug 24, 2025
Keurig Dr Pepper
0.84%
▼ 16.59%
7
Buy
Aug 24, 2025
Omega Healthcare
3.14%
▲ 50.73%
7
Buy
Aug 24, 2025
Philip Morris
3.83%
▲ 82.70%
7
Buy
Aug 24, 2025
Adamas Trust
0.4%
▼ 7.23%
7
Buy
Aug 24, 2025
AbbVie
11.87%
▲ 75.21%
8
Buy
Aug 24, 2025