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2 - New Portfolio
DB
2Individual Investor
Ranked #49,957 out of 816,888 TipRanks' Investors
Success Rate
135 out of 175
profitable transactions
profitable transactions
Average Return
15.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.37%
6-Month Return▲ 5.79%
12-Month Return▲ 22.11%
YTD Return▲ 10.91%
Total Return▲ 51.24%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.18%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.72%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.63%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.37%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 3.26%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.44%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 1.25%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.94%
▼ 1.80%▼ 5.57%▼ 1.18%
▲ 1.84%▼ 0.87%▼ 5.72%
▲ 12.20%▲ 6.28%▲ 2.63%
▲ 6.24%▲ 5.14%▲ 1.37%
▲ 27.87%▲ 2.30%▲ 3.26%
▲ 4.87%▲ 2.05%▲ 4.44%
▲ 1.52%▲ 0.34%▲ 1.25%
Recent Activity
Enterprise Products Partners
20.6%
▲ 32.97%
27
Buy
Aug 15, 2025
Western Midstream Partners
12.14%
▲ 4.71%
8
Buy
Aug 15, 2025
Verizon
13.68%
▲ 10.09%
9
Buy
Aug 02, 2025
Ares Capital
11.66%
▲ 3.01%
4
Buy
Jul 01, 2025
Alphabet Class C
32.15%
▲ 66.93%
14
Buy
Jun 17, 2025
Main Street Capital
―
▲ 11.28%
17
Close
May 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Gaming and Leisure
9.77%
▲ 10.52%
6
Buy
Dec 20, 2024
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
SPDR Portfolio S&P 500 ETF
―
▼ 9.99%
4
Close
Jul 20, 2022
Utilities Select Sector SPDR Fund
―
▲ 6.87%
6
Close
May 16, 2022
iShares Core S&P Total U.S. Stock Market ETF
―
▼ 3.20%
4
Close
Apr 11, 2022