2 - New Portfolio
DB
2Individual Investor
Ranked #44,472 out of 859,217 TipRanks' Investors
Success Rate
146 out of 187
profitable transactions
profitable transactions
Average Return
25.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.25%
6-Month Return▲ 25.93%
12-Month Return▲ 39.05%
YTD Return▲ 15.15%
Total Return▲ 86.44%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.93%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.34%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.83%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.36%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 1.26%
▼ 3.68%▲ 0.19%▲ 6.97%
▼ 0.10%▲ 0.08%▼ 1.28%
▲ 4.06%▲ 1.47%▲ 6.93%
▼ 1.12%▼ 0.86%▲ 4.34%
▲ 0.60%▼ 4.94%▲ 0.83%
▲ 10.48%▲ 6.78%▲ 2.36%
Recent Activity
Verizon
―
▲ 26.17%
12
Close
Apr 06, 2026
Cohen & Steers Infrastructure Fund
9.2%
▲ 1.74%
1
Open
Apr 06, 2026
Alphabet Class C
36.87%
▲ 119.26%
16
Buy
Mar 16, 2026
Energy Transfer
4.51%
▲ 6.65%
5
Buy
Feb 20, 2026
Enterprise Products Partners
28.94%
▲ 59.08%
29
Buy
Nov 06, 2025
Gaming and Leisure
―
▲ 2.47%
7
Close
Nov 06, 2025
Western Midstream Partners
20.48%
▲ 15.83%
10
Buy
Oct 01, 2025
Ares Capital
―
▼ 0.02%
5
Close
Sep 15, 2025
Main Street Capital
―
▲ 10.47%
17
Close
May 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Exelon
―
▲ 2.71%
11
Close
Sep 16, 2024
Cisco Systems
―
▼ 0.93%
12
Close
Jul 01, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 14.71%
11
Close
Jun 04, 2024
Schwab US Dividend Equity ETF
―
▲ 9.15%
12
Close
Jun 04, 2024
Coca-Cola
―
▲ 4.53%
9
Close
Mar 28, 2024
Iron Mountain
―
▲ 10.24%
7
Close
Dec 23, 2022
CSX
―
▼ 0.96%
3
Close
Nov 14, 2022
iShares Core Dividend Growth ETF
―
▼ 6.32%
5
Close
Jul 25, 2022
Vanguard Financials ETF
―
▼ 9.78%
4
Close
Jul 22, 2022
State Street SPDR Portfolio S&P 500 ETF
―
▼ 9.99%
4
Close
Jul 20, 2022