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taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #61,254 out of 857,329 TipRanks' Investors
Success Rate
67%
507 out of 754
profitable transactions
Average Return
35.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.62%
6-Month Return▲ 0.53%
12-Month Return▲ 11.39%
YTD Return▼ 2.18%
Total Return▲ 100.59%

Best Trade

Opened at
Closed at-
Gain▲ 719.40%

Bio

barbell focused on alpha

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.47%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 1.16%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 5.63%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.32%
▲ 12.88%▲ 3.56%▲ 1.30%
▲ 10.96%▲ 2.38%▼ 0.16%
▼ 3.68%▲ 0.19%▲ 1.74%
▼ 0.10%▲ 0.08%▲ 0.94%
▲ 4.06%▲ 1.47%▲ 2.47%
▼ 1.18%▼ 0.86%▲ 1.16%
▲ 1.73%▼ 5.20%▼ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genuine Parts Company
0.61%
▼ 25.51%
18
Sell
Mar 09, 2026
Ares Capital
▲ 11.98%
18
Close
Mar 09, 2026
Anglogold Ashanti PLC
0.53%
▼ 21.23%
3
Buy
Mar 09, 2026
Citigroup
▼ 8.29%
4
Close
Mar 09, 2026
KraneShares Artificial Intelligence & Technology ETF
0.11%
▼ 2.91%
1
Open
Mar 09, 2026
Ondas
0.03%
▲ 3.50%
1
Open
Mar 09, 2026
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0.26%
▼ 4.89%
1
Open
Mar 09, 2026
Unum Group
2.79%
▲ 124.11%
25
Buy
Feb 23, 2026
Enterprise Products Partners
4.52%
▲ 94.20%
27
Buy
Feb 23, 2026
AbbVie
2.98%
▲ 60.17%
24
Buy
Feb 23, 2026
Prudential Financial
2.14%
▲ 19.91%
31
Sell
Feb 09, 2026
VICI Properties
0.71%
▼ 1.05%
23
Sell
Feb 09, 2026
Lowe's
1.54%
▲ 2.93%
10
Buy
Feb 09, 2026
W. P. Carey Inc.
0.36%
▲ 11.82%
7
Sell
Feb 09, 2026
JPMorgan Chase
4.44%
▲ 94.69%
24
Buy
Feb 02, 2026
Cisco Systems
0.82%
▲ 61.72%
21
Buy
Feb 02, 2026
Hewlett Packard Enterprise
0.84%
▲ 52.25%
21
Buy
Feb 02, 2026
Freeport-McMoRan
1.07%
▲ 34.84%
16
Buy
Feb 02, 2026
Crown Castle
▼ 10.31%
20
Close
Jan 21, 2026
Simon Property
3.33%
▲ 84.66%
22
Buy
Jan 11, 2026