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2 - New Portfolio
DB
2Individual Investor
Ranked #54,426 out of 810,256 TipRanks' Investors
Success Rate
132 out of 172
profitable transactions
profitable transactions
Average Return
13.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.11%
6-Month Return▼ 0.67%
12-Month Return▲ 13.51%
YTD Return▲ 5.36%
Total Return▲ 43.51%
Best Trade
Bio
Performance
24.97%0-24.97%
▲ 5.10%
▼ 2.41%
▼ 3.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.18%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.72%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.43%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.37%
Jun 2025
▲ 24.97%
▲ 3.12%
▲ 3.89%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.65%
▲ 6.03%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▼ 1.01%
▼ 1.80%▼ 5.57%▼ 1.18%
▲ 1.84%▼ 0.87%▼ 5.72%
▲ 12.20%▲ 6.28%▲ 2.43%
▲ 6.24%▲ 5.14%▲ 1.37%
▲ 24.97%▲ 3.12%▲ 3.89%
Recent Activity
Ares Capital
12.78%
▲ 6.09%
4
Buy
Jul 01, 2025
Alphabet Class C
28.26%
▲ 37.76%
14
Buy
Jun 17, 2025
Western Midstream Partners
13.53%
▲ 6.17%
7
Buy
May 16, 2025
Enterprise Products Partners
21.49%
▲ 31.39%
26
Buy
May 15, 2025
Main Street Capital
―
▲ 11.18%
17
Close
May 15, 2025
Verizon
13.92%
▲ 7.69%
8
Buy
May 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Gaming and Leisure
10.02%
▲ 6.53%
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