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2 - New Portfolio
DB
2Individual Investor
Ranked #52,407 out of 769,291 TipRanks' Investors
Success Rate
110 out of 149
profitable transactions
profitable transactions
Average Return
12.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.87%
6-Month Return▲ 12.91%
12-Month Return▲ 23.58%
YTD Return▲ 20.45%
Total Return▲ 35.21%
Best Trade
Bio
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.81%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.79%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.43%
▲ 11.46%▲ 5.06%▲ 2.06%
▼ 2.25%▲ 3.53%▲ 0.81%
▲ 25.72%▲ 1.21%▲ 4.16%
▼ 4.22%▲ 2.34%▲ 0.09%
▲ 7.82%▲ 2.10%▲ 0.92%
▲ 5.70%▼ 0.89%▲ 0.81%
▲ 37.60%▲ 4.40%▲ 4.79%
Recent Activity
Main Street Capital
14.33%
▲ 10.67%
11
Buy
Nov 16, 2024
Enterprise Products Partners
19.38%
▲ 33.16%
24
Buy
Nov 15, 2024
Western Midstream Partners
13.09%
▲ 0.96%
5
Buy
Nov 15, 2024
Verizon
13.67%
▲ 1.82%
5
Buy
Nov 02, 2024
Gaming and Leisure
11.41%
▲ 11.14%
5
Buy
Sep 27, 2024
Exelon
―
▲ 2.71%
11
Close
Sep 16, 2024
Alphabet Class C
17.11%
▲ 29.16%
10
Buy
Sep 16, 2024
Radian Group
11%
▲ 32.23%
9
Buy
Sep 11, 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
Financial Select Sector SPDR Fund
―
▼ 8.86%
5
Close
Mar 10, 2022