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New Portfolio - New Portfolio

Kaiju Energy kingdom

New Portfolio
Individual Investor
Ranked #50,119 out of 803,751 TipRanks' Investors
Success Rate
66%
273 out of 413
profitable transactions
Average Return
31.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return▲ 8.83%
12-Month Return▲ 22.21%
YTD Return▲ 10.02%
Total Return▲ 63.67%

Best Trade

Opened at
Closed at-
Gain▲ 227.79%

Bio

geared towards a future Dividend income

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.20%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.87%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.09%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 4.74%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.90%
May 2025
▲ 3.71%
▲ 1.29%
▲ 3.08%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.20%
▲ 5.10%▼ 2.41%▼ 3.87%
▲ 6.03%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▲ 2.81%
▼ 1.80%▼ 5.57%▲ 2.09%
▲ 1.83%▼ 0.87%▼ 4.74%
▲ 12.21%▲ 6.28%▲ 1.90%
▲ 3.71%▲ 1.29%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
3.42%
▼ 0.58%
15
Buy
Jun 10, 2025
Pfizer
5.77%
▼ 8.56%
34
Buy
Jun 09, 2025
Ares Capital
2.46%
▲ 23.13%
15
Buy
May 27, 2025
Vale SA
4.27%
▼ 16.87%
52
Buy
May 20, 2025
Vitesse Energy, Inc.
0.93%
▲ 5.55%
5
Buy
May 20, 2025
Antero Midstream
▲ 100.04%
3
Close
Apr 01, 2025
Rio Tinto
1.11%
▼ 1.14%
3
Buy
Mar 27, 2025
Schwab International Dividend Equity ETF
0.17%
▲ 8.15%
1
Open
Mar 25, 2025
Verizon
1.64%
▲ 9.79%
6
Buy
Feb 18, 2025
AT&T
8.06%
▲ 76.85%
29
Buy
Dec 26, 2024
BP
6.05%
▲ 6.51%
15
Buy
Dec 24, 2024
TotalEnergies
4.04%
▲ 50.06%
6
Buy
Nov 29, 2024
Schwab U.S. Large-Cap Growth ETF
0.35%
▲ 1.86%
2
Buy
Nov 29, 2024
Realty Income
2.93%
▲ 8.92%
4
Buy
Nov 27, 2024
Williams Co
▲ 96.66%
5
Close
Nov 27, 2024
Vanguard Dividend Appreciation ETF
▲ 4.16%
4
Close
Sep 12, 2024
Vanguard FTSE Emerging Markets ETF
▲ 6.31%
4
Close
Sep 12, 2024
iShares iBoxx $ Investment Grade Corporate Bond ETF
▲ 5.72%
4
Close
Sep 12, 2024
Vanguard Total Stock Market ETF
▲ 10.06%
3
Close
Sep 12, 2024
Vanguard Growth ETF
▲ 11.15%
2
Close
Sep 12, 2024