Education
About Us
Working with TipRanks
Follow Us
taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #38,773 out of 803,748 TipRanks' Investors
Success Rate
473 out of 676
profitable transactions
profitable transactions
Average Return
29.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.02%
6-Month Return▲ 1.66%
12-Month Return▲ 11.76%
YTD Return▲ 3.74%
Total Return▲ 82.39%
Best Trade
Bio
barbell focused on alpha
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.03%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.67%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.92%
May 2025
▲ 3.57%
▲ 1.29%
▲ 1.31%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.03%
▲ 5.10%▼ 2.41%▼ 4.81%
▲ 6.03%▲ 2.69%▲ 2.92%
▼ 12.86%▼ 1.27%▲ 2.42%
▼ 1.80%▼ 5.57%▼ 2.97%
▲ 1.83%▼ 0.87%▼ 3.67%
▲ 12.21%▲ 6.28%▲ 3.92%
▲ 3.57%▲ 1.29%▲ 1.31%
Recent Activity
Chevron
5.81%
▲ 46.80%
25
Buy
Jun 10, 2025
VICI Properties
0.93%
▲ 13.35%
18
Buy
Jun 08, 2025
Phillips 66
0.87%
▲ 18.75%
14
Buy
Jun 08, 2025
Crown Castle
0.93%
▼ 0.75%
14
Sell
Jun 08, 2025
Enterprise Products Partners
3.75%
▲ 65.51%
24
Buy
May 26, 2025
SPDR Portfolio S&P 500 Growth ETF
12.97%
▲ 52.56%
19
Sell
May 18, 2025
Unum Group
3.17%
▲ 156.23%
21
Buy
May 18, 2025
AbbVie
2.76%
▲ 56.07%
21
Buy
May 18, 2025
General Dynamics
2.13%
▲ 37.95%
12
Buy
May 18, 2025
JPMorgan Chase
4.12%
▲ 90.46%
21
Buy
May 03, 2025
Prudential Financial
2.38%
▲ 32.79%
27
Sell
May 03, 2025
Cisco Systems
0.68%
▲ 38.96%
18
Buy
May 03, 2025
Dow Inc
0.41%
▼ 24.85%
22
Sell
May 03, 2025
Freeport-McMoRan
0.57%
▲ 9.41%
13
Buy
May 03, 2025
Lowe's
1.49%
▲ 3.51%
8
Sell
May 03, 2025
Simon Property
2.78%
▲ 61.41%
19
Buy
Apr 19, 2025
Hewlett Packard Enterprise
0.69%
▲ 29.41%
18
Buy
Apr 19, 2025
Kraft Heinz
0.53%
▼ 20.34%
16
Sell
Apr 19, 2025
Genuine Parts Company
1.43%
▼ 8.43%
11
Buy
Apr 19, 2025
Blue Owl Capital
1.05%
▲ 22.96%
23
Buy
Apr 19, 2025