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2 - New Portfolio
DB
2Individual Investor
Ranked #37,982 out of 857,329 TipRanks' Investors
Success Rate
144 out of 186
profitable transactions
profitable transactions
Average Return
24.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.42%
6-Month Return▲ 20.53%
12-Month Return▲ 28.95%
YTD Return▲ 13.28%
Total Return▲ 83.41%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.93%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 4.45%
Feb 2026
▲ 1.73%
▼ 5.20%
▲ 1.42%
Mar 2026
▲ 2.76%▲ 2.05%▲ 4.44%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 10.96%▲ 2.38%▲ 1.26%
▼ 3.68%▲ 0.19%▲ 6.97%
▼ 0.10%▲ 0.08%▼ 1.28%
▲ 4.06%▲ 1.47%▲ 6.93%
▼ 1.18%▼ 0.86%▲ 4.45%
▲ 1.73%▼ 5.20%▲ 1.42%
Recent Activity
Alphabet Class C
34.25%
▲ 98.17%
16
Buy
Mar 16, 2026
Energy Transfer
4.7%
▲ 8.25%
5
Buy
Feb 20, 2026
Verizon
9.5%
▲ 28.30%
11
Sell
Feb 06, 2026
Enterprise Products Partners
29.99%
▲ 60.40%
29
Buy
Nov 06, 2025
Gaming and Leisure
―
▲ 2.47%
7
Close
Nov 06, 2025
Western Midstream Partners
21.56%
▲ 18.65%
10
Buy
Oct 01, 2025
Ares Capital
―
▼ 0.02%
5
Close
Sep 15, 2025
Main Street Capital
―
▲ 10.28%
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