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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #38,588 out of 819,164 TipRanks' Investors
Success Rate
515 out of 700
profitable transactions
profitable transactions
Average Return
38.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.64%
6-Month Return▲ 11.08%
12-Month Return▲ 15.18%
YTD Return▲ 13.78%
Total Return▲ 100.04%
Best Trade
Bio
barbell focused on alpha
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 2.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.32%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 1.32%
Sep 2025
▼ 12.86%▼ 1.27%▲ 2.42%
▼ 1.80%▼ 5.57%▼ 2.97%
▲ 1.84%▼ 0.87%▼ 3.63%
▲ 12.20%▲ 6.28%▲ 3.92%
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.92%▲ 2.30%▲ 0.94%
▲ 4.87%▲ 2.05%▲ 4.32%
▲ 10.49%▲ 3.18%▲ 1.32%
Recent Activity
Unum Group
2.95%
▲ 144.47%
22
Buy
Sep 10, 2025
Enterprise Products Partners
3.57%
▲ 63.88%
25
Buy
Sep 10, 2025
JPMorgan Chase
4.66%
▲ 121.79%
22
Buy
Sep 10, 2025
AbbVie
3.08%
▲ 79.17%
22
Buy
Sep 10, 2025
Cisco Systems
0.69%
▲ 46.08%
19
Buy
Sep 10, 2025
Hewlett Packard Enterprise
0.93%
▲ 81.19%
19
Buy
Sep 10, 2025
Dow Inc
―
▼ 31.65%
24
Close
Sep 10, 2025
VICI Properties
0.88%
▲ 14.42%
19
Buy
Sep 10, 2025
T Mobile US
1%
▲ 60.56%
5
Sell
Sep 10, 2025
Kraft Heinz
―
▼ 17.40%
18
Close
Sep 10, 2025
Freeport-McMoRan
0.6%
▲ 18.93%
14
Buy
Sep 10, 2025
Lowe's
1.74%
▲ 23.58%
9
Buy
Sep 10, 2025
Phillips 66
0.89%
▲ 25.31%
15
Buy
Sep 10, 2025
Blue Owl Capital
1.43%
▲ 19.42%
25
Buy
Sep 10, 2025
Ares Capital
0.01%
▲ 20.12%
13
Sell
Sep 10, 2025
Crown Castle
0.66%
▼ 4.82%
16
Sell
Sep 10, 2025
MP Materials
0.12%
▲ 199.91%
4
Sell
Sep 10, 2025
W. P. Carey Inc.
0.38%
▲ 15.52%
4
Buy
Sep 10, 2025
Microsoft
2.6%
▲ 99.56%
9
Sell
Jun 28, 2025
Alphabet Class A
7.2%
▲ 92.04%
5
Sell
Jun 28, 2025