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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #26,929 out of 770,014 TipRanks' Investors
Success Rate
458 out of 615
profitable transactions
profitable transactions
Average Return
32.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.54%
6-Month Return▲ 12.15%
12-Month Return▲ 31.36%
YTD Return▲ 22.12%
Total Return▲ 83.68%
Best Trade
Bio
barbell focused on alpha
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.10%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.40%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 11.46%▲ 5.06%▲ 3.53%
▼ 2.25%▲ 3.53%▲ 0.90%
▲ 25.72%▲ 1.21%▲ 3.33%
▼ 4.22%▲ 2.34%▲ 1.49%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 5.70%▼ 0.89%▼ 1.10%
▲ 31.73%▲ 4.73%▲ 5.40%
Recent Activity
iShares 5-10 Year Investment Grade Corporate Bond ETF
0.47%
▲ 4.72%
7
Buy
Nov 07, 2024
JPMorgan Chase & Co.
3.79%
▲ 86.55%
19
Buy
Nov 01, 2024
Cisco Systems
0.6%
▲ 29.32%
16
Buy
Nov 01, 2024
Ford Motor
0.09%
▼ 2.51%
14
Sell
Nov 01, 2024
Genuine Parts Company
1.5%
▼ 7.15%
9
Buy
Nov 01, 2024
iShares iBonds Dec 2025 Term Corporate ETF
―
▲ 4.97%
12
Close
Nov 01, 2024
iShares 7-10 Year Treasury Bond ETF
―
▼ 0.22%
7
Close
Nov 01, 2024
W. P. Carey Inc.
0.33%
▲ 4.39%
1
Open
Nov 01, 2024
Hewlett Packard Enterprise
0.84%
▲ 65.41%
16
Buy
Oct 18, 2024
SPDR S&P BIOTECH ETF
0.52%
▲ 4.45%
6
Sell
Oct 16, 2024
Prudential Financial
3.09%
▲ 67.59%
22
Buy
Oct 16, 2024
Vanguard Total International Stock ETF
0.96%
▲ 15.34%
19
Buy
Oct 16, 2024
VICI Properties
1.03%
▲ 13.69%
14
Buy
Oct 16, 2024
Kraft Heinz
0.67%
▼ 6.97%
14
Buy
Oct 16, 2024
Blue Owl Capital
1.02%
▲ 25.38%
19
Buy
Oct 16, 2024
S&T Bancorp
0.21%
▲ 41.06%
10
Sell
Oct 16, 2024
Simon Property
3.07%
▲ 86.48%
17
Buy
Sep 28, 2024
Broadcom
2.43%
▲ 192.39%
6
Buy
Sep 28, 2024
Ares Capital
0.51%
▲ 20.61%
7
Buy
Sep 28, 2024
Crown Castle
1.16%
▲ 1.08%
9
Buy
Sep 28, 2024