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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #47,273 out of 827,514 TipRanks' Investors
Success Rate
515 out of 716
profitable transactions
profitable transactions
Average Return
38.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.05%
6-Month Return▲ 11.55%
12-Month Return▲ 11.90%
YTD Return▲ 14.47%
Total Return▲ 101.26%
Best Trade
Bio
barbell focused on alpha
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 3.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.16%
Oct 2025
▼ 1.52%
▼ 0.09%
▲ 0.80%
Nov 2025
▲ 0.80%▼ 0.87%▼ 3.63%
▲ 11.64%▲ 6.28%▲ 3.92%
▲ 9.25%▲ 5.14%▲ 4.11%
▲ 7.60%▲ 2.30%▲ 0.94%
▲ 2.76%▲ 2.05%▲ 4.32%
▲ 12.88%▲ 3.56%▲ 1.30%
▲ 10.96%▲ 2.38%▼ 0.16%
▼ 1.52%▼ 0.09%▲ 0.80%
Recent Activity
Alphabet Class A
7.67%
▲ 118.72%
9
Sell
Nov 02, 2025
Cisco Systems
0.73%
▲ 52.52%
20
Buy
Oct 24, 2025
Hewlett Packard Enterprise
0.88%
▲ 69.57%
20
Buy
Oct 24, 2025
W. P. Carey Inc.
0.38%
▲ 13.25%
5
Buy
Oct 24, 2025
VICI Properties
0.85%
▲ 8.74%
20
Buy
Oct 13, 2025
Simon Property
3.12%
▲ 82.65%
21
Buy
Oct 06, 2025
Genuine Parts Company
0.81%
▼ 4.08%
14
Buy
Oct 06, 2025
Crown Castle
0.59%
▼ 6.62%
17
Sell
Oct 06, 2025
Novo Nordisk
0.29%
▼ 22.98%
1
Open
Oct 06, 2025
Microsoft
2.42%
▲ 94.96%
10
Sell
Sep 29, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.23%
▲ 62.54%
23
Buy
Sep 29, 2025
SPDR Portfolio S&P 500 Growth ETF
14.45%
▲ 73.33%
21
Buy
Sep 29, 2025
Financial Select Sector SPDR Fund
3.73%
▲ 58.84%
23
Buy
Sep 29, 2025
Health Care Select Sector SPDR Fund
2.05%
▲ 18.62%
17
Buy
Sep 29, 2025
Prudential Financial
2.38%
▲ 36.32%
29
Buy
Sep 29, 2025
Chevron
5.89%
▲ 55.90%
26
Buy
Sep 29, 2025
Vanguard Total International Stock ETF
1.16%
▲ 40.74%
23
Buy
Sep 29, 2025
SPDR Gold MiniShares Trust
1.04%
▲ 69.28%
2
Buy
Sep 29, 2025
Blue Owl Capital
―
▲ 12.60%
26
Close
Sep 29, 2025
Ares Capital
―
▲ 13.88%
14
Close
Sep 29, 2025