tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksMost Visited WebsitesDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by Upside
New
Top ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
New
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock ScreenerETF Screener
Popular
Trending StocksDaily Analyst RatingsCompare StocksCompare ETFsPenny Stock ScreenerTechnical Analysis ScreenerDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsTop Online BrokersBecome an Affiliate
Follow Us
NewsTrendingPortfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us

taxable - New Portfolio

PerformancePortfolio Details

tim.a

taxable
Individual Investor
Ranked #26,577 out of 757,311 TipRanks' Investors
Success Rate
73%
435 out of 596
profitable transactions
Average Return
25.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return▲ 6.82%
12-Month Return▲ 21.88%
YTD Return▲ 14.24%
Total Return▲ 71.81%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 320.29%

Bio

barbell focused on alpha

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.90%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.33%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.18%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.55%
▲ 5.05%▲ 3.27%▲ 5.08%
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 11.46%▲ 5.06%▲ 3.53%
▼ 2.25%▲ 3.53%▲ 0.90%
▲ 25.76%▲ 1.21%▲ 3.33%
▼ 4.21%▲ 2.34%▲ 1.49%
▲ 1.03%▼ 0.11%▼ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VEA
Vanguard FTSE Developed Markets ETF
0.08%
▲ 15.41%
13
Sell
Sep 15, 2024
DOW
Dow Inc
0.78%
▼ 1.92%
19
Buy
Sep 13, 2024
OBDC
Blue Owl Capital
1.02%
▲ 20.46%
18
Buy
Sep 13, 2024
CVX
Chevron
5.99%
▲ 44.49%
21
Buy
Sep 10, 2024
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
0.25%
▲ 4.51%
11
Buy
Sep 08, 2024
IEF
iShares 7-10 Year Treasury Bond ETF
0.61%
▲ 4.33%
6
Buy
Sep 08, 2024
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
0.5%
▲ 7.38%
6
Buy
Sep 08, 2024
JPM
JPMorgan Chase & Co.
3.33%
▲ 57.14%
18
Buy
Aug 31, 2024
F
Ford Motor
0.23%
▼ 7.36%
13
Buy
Aug 31, 2024
PSX
Phillips 66
1.01%
▲ 27.14%
11
Buy
Aug 31, 2024
EPD
Enterprise Products Partners
3.38%
▲ 52.94%
21
Buy
Aug 26, 2024
LOW
Lowe's
1.92%
▲ 23.84%
6
Buy
Aug 26, 2024
STBA
S&T Bancorp
0.32%
▲ 37.02%
9
Buy
Aug 26, 2024
UNM
Unum Group
2.34%
▲ 99.33%
18
Buy
Aug 16, 2024
ABBV
AbbVie
2.89%
▲ 63.84%
17
Buy
Aug 16, 2024
GD
General Dynamics
2.32%
▲ 51.87%
10
Buy
Aug 16, 2024
FCX
Freeport-McMoRan
0.65%
▲ 16.30%
11
Buy
Aug 16, 2024
CSCO
Cisco Systems
0.55%
▲ 11.92%
15
Buy
Jul 28, 2024
CRWD
CrowdStrike Holdings
0.97%
▲ 59.82%
8
Sell
Jul 28, 2024
HPE
Hewlett Packard Enterprise
0.74%
▲ 38.48%
15
Buy
Jul 21, 2024