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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #468,384 out of 817,942 TipRanks' Investors
Success Rate
50%
399 out of 798
profitable transactions
Average Return
2.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 18.28%
12-Month Return▲ 22.01%
YTD Return▲ 7.55%
Total Return▲ 11.32%

Best Trade

Opened at
Closed at-
Gain▲ 251.76%

Bio

Planning for retirement

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 4.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.67%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.59%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.71%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.80%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 2.79%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 4.80%
▼ 1.80%▼ 5.57%▼ 5.23%
▲ 1.84%▼ 0.87%▼ 1.67%
▲ 12.20%▲ 6.28%▲ 5.13%
▲ 6.24%▲ 5.14%▲ 2.59%
▲ 27.87%▲ 2.30%▲ 1.71%
▲ 4.87%▲ 2.05%▲ 3.80%
▲ 7.90%▲ 1.95%▲ 2.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Fuels
0%
▲ 203.39%
1
Open
Mar 14, 2025
IonQ
0%
▲ 88.20%
1
Open
Mar 14, 2025
Ready Capital
▼ 19.67%
8
Close
Jun 10, 2024
Nio
▼ 61.02%
25
Close
Jun 10, 2024
Citigroup
▲ 21.59%
19
Close
Jun 10, 2024
Global X Russell 2000 Covered Call ETF
0.53%
▲ 6.21%
19
Buy
Jun 10, 2024
Global X S&P 500 Covered Call ETF
3.52%
▲ 25.55%
23
Buy
Jun 10, 2024
Ford Motor
▲ 8.52%
12
Close
Jun 10, 2024
Star Bulk Carriers
▲ 30.68%
6
Close
Jun 10, 2024
Black Stone Minerals
▲ 13.62%
5
Close
Jun 10, 2024
Gladstone Capital
▲ 32.57%
6
Close
Jun 10, 2024
Medical Properties
0.99%
▼ 29.85%
4
Open
Jun 10, 2024
Smith & Wesson Brands
▲ 36.26%
4
Close
Jun 10, 2024
Fifth Third Bancorp
▲ 58.10%
2
Close
Jun 10, 2024
Hawaiian Electric
▼ 16.34%
2
Close
Jun 10, 2024
Icahn Enterprises
▲ 8.57%
2
Close
Jun 10, 2024
Schwab U.S. Broad Market ETF
▲ 27.10%
2
Close
Jun 10, 2024
SL Green Realty
▲ 77.57%
2
Close
Jun 10, 2024
US Treasury 3 Month Bill ETF
▲ 3.29%
2
Close
Jun 10, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
▲ 14.43%
2
Close
Jun 10, 2024