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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #28,753 out of 793,549 TipRanks' Investors
Success Rate
464 out of 654
profitable transactions
profitable transactions
Average Return
29.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.90%
6-Month Return▲ 3.53%
12-Month Return▲ 10.36%
YTD Return▲ 3.45%
Total Return▲ 81.90%
Best Trade
Bio
barbell focused on alpha
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.03%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 2.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.43%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 1.90%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.49%
▲ 2.93%▲ 2.10%▲ 1.34%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 26.01%▲ 5.96%▲ 6.03%
▲ 5.34%▼ 2.41%▼ 4.81%
▲ 5.88%▲ 2.69%▲ 2.96%
▼ 12.86%▼ 1.27%▲ 2.43%
▲ 5.30%▼ 4.02%▼ 1.90%
Recent Activity
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.65%
▲ 40.05%
21
Buy
Mar 26, 2025
SPDR Portfolio S&P 500 Growth ETF
12.14%
▲ 41.01%
18
Buy
Mar 26, 2025
Financial Select Sector SPDR Fund
3.82%
▲ 57.83%
21
Buy
Mar 26, 2025
Health Care Select Sector SPDR Fund
2.16%
▲ 17.93%
15
Buy
Mar 26, 2025
Prudential Financial
2.86%
▲ 47.20%
25
Sell
Mar 26, 2025
Vanguard Total International Stock ETF
1.05%
▲ 20.72%
21
Buy
Mar 26, 2025
Alphabet Class A
6.89%
▲ 24.18%
4
Buy
Mar 15, 2025
Dow Inc
0.54%
▼ 18.12%
21
Buy
Mar 15, 2025
Blue Owl Capital
1.09%
▲ 25.91%
22
Buy
Mar 15, 2025
Chevron
6.83%
▲ 69.28%
23
Sell
Mar 08, 2025
Phillips 66
0.91%
▲ 23.03%
13
Sell
Mar 08, 2025
Enterprise Products Partners
3.97%
▲ 74.56%
23
Buy
Mar 02, 2025
AbbVie
2.94%
▲ 66.07%
20
Sell
Mar 02, 2025
Ares Capital
0.54%
▲ 21.51%
10
Sell
Feb 24, 2025
Caterpillar
0.43%
▲ 23.90%
2
Buy
Feb 24, 2025
Unum Group
3.39%
▲ 176.83%
20
Buy
Feb 17, 2025
Lowe's
1.7%
▲ 10.03%
7
Buy
Feb 17, 2025
General Dynamics
2.05%
▲ 33.90%
11
Buy
Feb 09, 2025
Freeport-McMoRan
0.59%
▲ 10.37%
12
Buy
Feb 09, 2025
S&T Bancorp
―
▲ 30.03%
11
Close
Feb 05, 2025