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New Portfolio - New Portfolio

daezoz

New Portfolio
Individual Investor
Ranked #85,031 out of 852,569 TipRanks' Investors
Success Rate
64%
125 out of 195
profitable transactions
Average Return
38.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.16%
6-Month Return▲ 13.24%
12-Month Return▲ 18.59%
YTD Return▲ 9.15%
Total Return▲ 176.52%

Best Trade

Opened at
Closed at
Gain▲ 500.06%

Bio

A

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 1.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.02%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.96%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 7.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.23%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.75%
Jan 2026
▼ 5.01%
▼ 2.07%
▲ 3.21%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 1.90%
▲ 2.76%▲ 2.05%▲ 1.14%
▲ 12.88%▲ 3.56%▲ 0.02%
▲ 10.96%▲ 2.38%▼ 0.96%
▼ 3.58%▲ 0.19%▲ 7.26%
▼ 0.10%▲ 0.08%▼ 2.23%
▲ 4.06%▲ 1.47%▲ 5.75%
▼ 5.01%▼ 2.07%▲ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
1.27%
▲ 148.49%
4
Buy
Jan 20, 2026
AT&T
7.05%
▲ 52.21%
12
Buy
Jan 13, 2026
UGI
5.63%
▲ 48.97%
15
Buy
Jan 13, 2026
Stanley Black & Decker
▲ 4.65%
2
Close
Jan 07, 2026
Eastman Chemical
3.13%
▲ 22.00%
2
Buy
Jan 02, 2026
Amcor
▼ 6.10%
28
Close
Dec 29, 2025
AbbVie
47.56%
▲ 246.94%
11
Sell
Dec 19, 2025
Exxon Mobil
11.76%
▲ 30.14%
7
Buy
Nov 17, 2025
Conagra Brands
5.91%
▼ 14.35%
11
Buy
Aug 28, 2025
AFLAC
6.79%
▲ 108.18%
10
Sell
May 15, 2025
Chevron
▲ 56.51%
9
Close
May 15, 2025
Seagate Tech
▲ 148.84%
10
Close
May 15, 2025
Apple
▲ 500.06%
3
Close
May 15, 2025
Pinnacle West Capital
▲ 49.58%
12
Close
May 15, 2025
Pfizer
▼ 32.90%
14
Close
May 15, 2025
Franklin Resources
▲ 7.74%
13
Close
May 15, 2025
PepsiCo
▼ 7.86%
6
Close
May 15, 2025
JPMorgan Chase
▲ 94.22%
5
Close
May 15, 2025
Verizon
▲ 22.13%
19
Close
May 15, 2025
RTX
▲ 150.02%
2
Close
May 15, 2025