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2 - New Portfolio
DB
2Individual Investor
Ranked #33,274 out of 794,476 TipRanks' Investors
Success Rate
118 out of 162
profitable transactions
profitable transactions
Average Return
12.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.70%
6-Month Return▲ 7.13%
12-Month Return▲ 15.78%
YTD Return▲ 1.79%
Total Return▲ 38.65%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 0.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.58%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.65%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 5.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.18%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 1.71%
Apr 2025
▲ 2.93%▲ 2.10%▲ 0.92%
▲ 10.00%▼ 0.89%▲ 0.58%
▲ 26.01%▲ 5.96%▲ 9.82%
▲ 5.33%▼ 2.41%▼ 3.65%
▲ 5.87%▲ 2.69%▲ 5.87%
▼ 12.86%▼ 1.27%▼ 1.01%
▼ 1.80%▼ 5.57%▼ 1.18%
▼ 4.32%▼ 4.06%▼ 1.71%
Recent Activity
Ares Capital
10.26%
▼ 4.08%
2
Buy
Apr 01, 2025
Alphabet Class C
15.56%
▲ 11.39%
12
Buy
Mar 17, 2025
Main Street Capital
14.95%
▲ 13.68%
15
Buy
Mar 15, 2025
Enterprise Products Partners
19.86%
▲ 38.34%
25
Buy
Feb 15, 2025
Western Midstream Partners
13.69%
▲ 5.27%
6
Buy
Feb 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Verizon
14.55%
▲ 12.95%
6
Buy
Feb 04, 2025
Gaming and Leisure
11.14%
▲ 10.92%
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