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2 - New Portfolio
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2Individual Investor
Ranked #64,949 out of 832,419 TipRanks' Investors
Success Rate
135 out of 181
profitable transactions
profitable transactions
Average Return
19.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.69%
6-Month Return▲ 14.83%
12-Month Return▲ 15.70%
YTD Return▲ 17.64%
Total Return▲ 60.41%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.63%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.37%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.26%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 6.11%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.39%
Dec 2025
▲ 11.63%▲ 6.28%▲ 2.63%
▲ 9.25%▲ 5.14%▲ 1.37%
▲ 7.60%▲ 2.30%▲ 3.26%
▲ 2.76%▲ 2.05%▲ 4.44%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 1.26%
▼ 3.44%▲ 0.19%▲ 6.11%
▼ 0.68%▼ 0.24%▼ 1.39%
Recent Activity
Energy Transfer
3.31%
▼ 1.71%
2
Buy
Nov 14, 2025
Verizon
9.17%
▲ 3.18%
10
Sell
Nov 10, 2025
Enterprise Products Partners
27.53%
▲ 35.00%
29
Buy
Nov 06, 2025
Gaming and Leisure
―
▲ 2.47%
7
Close
Nov 06, 2025
Western Midstream Partners
21.89%
▲ 9.78%
10
Buy
Oct 01, 2025
Ares Capital
―
▼ 0.02%
5
Close
Sep 15, 2025
Alphabet Class C
38.1%
▲ 120.76%
14
Buy
Jun 17, 2025
Main Street Capital
―
▲ 10.93%
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
Utilities Select Sector SPDR Fund
―
▲ 6.87%
6
Close
May 16, 2022