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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #47,199 out of 833,681 TipRanks' Investors
Success Rate
520 out of 727
profitable transactions
profitable transactions
Average Return
39.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.82%
6-Month Return▲ 11.98%
12-Month Return▲ 15.99%
YTD Return▲ 17.22%
Total Return▲ 106.10%
Best Trade
Bio
barbell focused on alpha
Performance
12.88%0-12.88%
▲ 11.63%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.52%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 1.68%
Dec 2025
▲ 11.63%▲ 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%
▼ 3.57%▲ 0.19%▲ 1.52%
▲ 0.76%▲ 0.97%▲ 1.68%
Recent Activity
Unum Group
2.87%
▲ 149.62%
24
Sell
Dec 13, 2025
Enterprise Products Partners
3.6%
▲ 66.34%
26
Buy
Dec 13, 2025
Prudential Financial
2.54%
▲ 45.21%
30
Buy
Dec 13, 2025
Chevron
5.7%
▲ 50.35%
27
Buy
Dec 13, 2025
VICI Properties
0.7%
▲ 0.80%
21
Sell
Dec 13, 2025
T Mobile US
0.82%
▲ 25.63%
6
Buy
Dec 13, 2025
Phillips 66
0.87%
▲ 22.50%
16
Buy
Dec 13, 2025
Crown Castle
0.28%
▼ 10.06%
18
Sell
Dec 13, 2025
Alphabet Class A
8.24%
▲ 111.80%
10
Buy
Nov 15, 2025
JPMorgan Chase
4.74%
▲ 125.45%
23
Buy
Nov 15, 2025
AbbVie
3.11%
▲ 81.19%
23
Buy
Nov 15, 2025
General Dynamics
2.43%
▲ 63.93%
13
Buy
Nov 15, 2025
Freeport-McMoRan
1.01%
▲ 37.51%
15
Buy
Nov 15, 2025
Novo Nordisk
―
▼ 18.76%
2
Close
Nov 15, 2025
Cisco Systems
0.78%
▲ 65.07%
20
Buy
Oct 24, 2025
Hewlett Packard Enterprise
0.9%
▲ 75.58%
20
Buy
Oct 24, 2025
W. P. Carey Inc.
0.36%
▲ 8.70%
5
Buy
Oct 24, 2025
Simon Property
3.17%
▲ 89.61%
21
Buy
Oct 06, 2025
Genuine Parts Company
0.79%
▼ 4.32%
14
Buy
Oct 06, 2025
Microsoft
2.3%
▲ 87.94%
10
Sell
Sep 29, 2025