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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #37,379 out of 781,066 TipRanks' Investors
Success Rate
445 out of 636
profitable transactions
profitable transactions
Average Return
30.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.53%
6-Month Return▲ 5.91%
12-Month Return▲ 21.83%
YTD Return▲ 3.01%
Total Return▲ 80.69%
Best Trade
Bio
barbell focused on alpha
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.90%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.00%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.01%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.90%
▲ 8.13%▲ 1.21%▲ 3.33%
▼ 13.14%▲ 2.34%▲ 1.49%
▲ 2.93%▲ 2.10%▲ 1.34%
▲ 10.00%▼ 0.89%▼ 1.11%
▲ 26.04%▲ 5.96%▲ 6.00%
▲ 5.93%▼ 2.41%▼ 5.02%
▲ 9.79%▲ 0.95%▲ 3.01%
Recent Activity
Apple
―
▲ 96.92%
4
Close
Jan 12, 2025
VICI Properties
0.94%
▲ 3.89%
15
Buy
Jan 12, 2025
Genuine Parts Company
1.39%
▼ 12.49%
10
Buy
Jan 01, 2025
Simon Property
3%
▲ 77.87%
18
Buy
Dec 31, 2024
Broadcom
3.52%
▲ 269.02%
7
Buy
Dec 31, 2024
Kraft Heinz
0.62%
▼ 14.02%
15
Buy
Dec 31, 2024
Ares Capital
0.55%
▲ 26.90%
8
Buy
Dec 31, 2024
Crown Castle
0.94%
▼ 10.61%
11
Buy
Dec 31, 2024
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.94%
▲ 47.10%
20
Buy
Dec 25, 2024
SPDR Portfolio S&P 500 Growth ETF
12.71%
▲ 53.10%
17
Buy
Dec 25, 2024
Financial Select Sector SPDR Fund
3.67%
▲ 57.09%
20
Buy
Dec 25, 2024
Vanguard Total International Stock ETF
0.95%
▲ 13.47%
20
Buy
Dec 25, 2024
SPDR S&P BIOTECH ETF
―
▼ 1.69%
7
Close
Dec 22, 2024
iShares 5-10 Year Investment Grade Corporate Bond ETF
―
▲ 3.35%
10
Close
Dec 22, 2024
Alphabet Class A
7.88%
▲ 56.67%
3
Buy
Dec 15, 2024
Dow Inc
0.59%
▼ 13.48%
20
Buy
Dec 15, 2024
Blue Owl Capital
1%
▲ 24.58%
20
Buy
Dec 15, 2024
Prudential Financial
2.89%
▲ 52.00%
23
Buy
Dec 12, 2024
Chevron
6.44%
▲ 60.95%
22
Buy
Dec 10, 2024
Technology Select Sector SPDR Fund
1.3%
▲ 64.05%
6
Buy
Dec 07, 2024