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taxable
- New Portfolio
Performance
Portfolio Details
tim.a
taxable
Individual Investor
Ranked #61,254 out of 857,329 TipRanks' Investors
Success Rate
67%
507 out of 754
profitable transactions
Average Return
35.74%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 4.62%
6-Month Return
▲ 0.53%
12-Month Return
▲ 11.39%
YTD Return
▼ 2.18%
Total Return
▲ 100.59%
Best Trade
Asset
Broadcom (AVGO)
Opened at
Mar 08, 2021
Closed at
-
Gain
▲ 719.40%
Bio
barbell focused on alpha
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
12.88%
0
-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.47%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 1.16%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 5.63%
Mar 2026
TipRanks Average
S&P 500
Investor Portfolio
▲ 2.76%
▲ 2.05%
▲ 4.32%
▲ 12.88%
▲ 3.56%
▲ 1.30%
▲ 10.96%
▲ 2.38%
▼ 0.16%
▼ 3.68%
▲ 0.19%
▲ 1.74%
▼ 0.10%
▲ 0.08%
▲ 0.94%
▲ 4.06%
▲ 1.47%
▲ 2.47%
▼ 1.18%
▼ 0.86%
▲ 1.16%
▲ 1.73%
▼ 5.20%
▼ 5.63%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GPC
Genuine Parts Company
0.61%
▼ 25.51%
18
Sell
Mar 09, 2026
ARCC
Ares Capital
―
▲ 11.98%
18
Close
Mar 09, 2026
AU
Anglogold Ashanti PLC
0.53%
▼ 21.23%
3
Buy
Mar 09, 2026
C
Citigroup
―
▼ 8.29%
4
Close
Mar 09, 2026
AGIX
KraneShares Artificial Intelligence & Technology ETF
0.11%
▼ 2.91%
1
Open
Mar 09, 2026
ONDS
Ondas
0.03%
▲ 3.50%
1
Open
Mar 09, 2026
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0.26%
▼ 4.89%
1
Open
Mar 09, 2026
UNM
Unum Group
2.79%
▲ 124.11%
25
Buy
Feb 23, 2026
EPD
Enterprise Products Partners
4.52%
▲ 94.20%
27
Buy
Feb 23, 2026
ABBV
AbbVie
2.98%
▲ 60.17%
24
Buy
Feb 23, 2026
PRU
Prudential Financial
2.14%
▲ 19.91%
31
Sell
Feb 09, 2026
VICI
VICI Properties
0.71%
▼ 1.05%
23
Sell
Feb 09, 2026
LOW
Lowe's
1.54%
▲ 2.93%
10
Buy
Feb 09, 2026
WPC
W. P. Carey Inc.
0.36%
▲ 11.82%
7
Sell
Feb 09, 2026
JPM
JPMorgan Chase
4.44%
▲ 94.69%
24
Buy
Feb 02, 2026
CSCO
Cisco Systems
0.82%
▲ 61.72%
21
Buy
Feb 02, 2026
HPE
Hewlett Packard Enterprise
0.84%
▲ 52.25%
21
Buy
Feb 02, 2026
FCX
Freeport-McMoRan
1.07%
▲ 34.84%
16
Buy
Feb 02, 2026
CCI
Crown Castle
―
▼ 10.31%
20
Close
Jan 21, 2026
SPG
Simon Property
3.33%
▲ 84.66%
22
Buy
Jan 11, 2026
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