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2 - New Portfolio
DB
2Individual Investor
Ranked #88,191 out of 822,163 TipRanks' Investors
Success Rate
130 out of 178
profitable transactions
profitable transactions
Average Return
15.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.55%
6-Month Return▲ 21.25%
12-Month Return▲ 17.96%
YTD Return▲ 10.69%
Total Return▲ 50.94%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.18%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.72%
Apr 2025
▲ 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
▲ 4.95%
▲ 0.44%
▼ 0.31%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.18%
▲ 0.80%▼ 0.87%▼ 5.72%
▲ 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%
▲ 4.95%▲ 0.44%▼ 0.31%
Recent Activity
Enterprise Products Partners
20.68%
▲ 32.02%
28
Buy
Oct 01, 2025
Western Midstream Partners
23.77%
▲ 4.98%
10
Buy
Oct 01, 2025
Ares Capital
―
▼ 0.02%
5
Close
Sep 15, 2025
Verizon
12.7%
▲ 2.70%
9
Buy
Aug 02, 2025
Alphabet Class C
33.63%
▲ 75.58%
14
Buy
Jun 17, 2025
Main Street Capital
―
▲ 10.81%
17
Close
May 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Gaming and Leisure
9.22%
▲ 6.48%
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
―
▲ 4.54%
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