taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #46,154 out of 858,885 TipRanks' Investors
Success Rate
537 out of 754
profitable transactions
profitable transactions
Average Return
40.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.60%
6-Month Return▲ 7.53%
12-Month Return▲ 28.49%
YTD Return▲ 3.71%
Total Return▲ 112.69%
Best Trade
Bio
barbell focused on alpha
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.96%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.47%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.35%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.60%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.52%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.29%
▲ 10.96%▲ 2.38%▼ 0.16%
▼ 3.68%▲ 0.19%▲ 1.74%
▼ 0.10%▲ 0.08%▲ 0.96%
▲ 4.06%▲ 1.47%▲ 2.47%
▼ 1.12%▼ 0.86%▲ 1.35%
▲ 0.60%▼ 4.94%▼ 2.60%
▲ 4.89%▲ 4.48%▲ 2.52%
Recent Activity
Genuine Parts Company
0.65%
▼ 16.91%
18
Sell
Mar 09, 2026
Ares Capital
―
▲ 11.98%
18
Close
Mar 09, 2026
Anglogold Ashanti PLC
0.7%
▲ 7.59%
3
Buy
Mar 09, 2026
Citigroup
―
▼ 8.29%
4
Close
Mar 09, 2026
KraneShares Artificial Intelligence & Technology ETF
0.11%
▲ 0.94%
1
Open
Mar 09, 2026
Ondas
0.03%
▼ 6.07%
1
Open
Mar 09, 2026
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0.27%
▲ 3.31%
1
Open
Mar 09, 2026
Unum Group
2.82%
▲ 136.93%
25
Buy
Feb 23, 2026
Enterprise Products Partners
4.29%
▲ 93.12%
27
Buy
Feb 23, 2026
AbbVie
2.88%
▲ 62.42%
24
Buy
Feb 23, 2026
Prudential Financial
2.13%
▲ 24.90%
31
Sell
Feb 09, 2026
VICI Properties
0.72%
▲ 3.67%
23
Sell
Feb 09, 2026
Lowe's
1.6%
▲ 11.91%
10
Buy
Feb 09, 2026
W. P. Carey Inc.
0.37%
▲ 21.67%
7
Sell
Feb 09, 2026
JPMorgan Chase
4.59%
▲ 111.60%
24
Buy
Feb 02, 2026
Cisco Systems
0.83%
▲ 72.17%
21
Buy
Feb 02, 2026
Hewlett Packard Enterprise
0.92%
▲ 75.84%
21
Buy
Feb 02, 2026
Freeport-McMoRan
1.33%
▲ 75.51%
16
Buy
Feb 02, 2026
Crown Castle
―
▼ 10.31%
20
Close
Jan 21, 2026
Simon Property
3.46%
▲ 100.72%
22
Buy
Jan 11, 2026