Education
About Us
Working with TipRanks
Follow Us
taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #46,099 out of 831,094 TipRanks' Investors
Success Rate
519 out of 722
profitable transactions
profitable transactions
Average Return
38.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.77%
6-Month Return▲ 11.55%
12-Month Return▲ 10.49%
YTD Return▲ 14.93%
Total Return▲ 102.06%
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
▼ 3.44%
▲ 0.19%
▲ 1.47%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 0.26%
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%
▼ 3.44%▲ 0.19%▲ 1.47%
▲ 0.26%▲ 0.07%▼ 0.26%
Recent Activity
Alphabet Class A
8.39%
▲ 115.21%
10
Buy
Nov 15, 2025
Unum Group
2.8%
▲ 131.26%
23
Buy
Nov 15, 2025
JPMorgan Chase
4.55%
▲ 115.90%
23
Buy
Nov 15, 2025
AbbVie
3.14%
▲ 82.34%
23
Buy
Nov 15, 2025
General Dynamics
2.39%
▲ 61.18%
13
Buy
Nov 15, 2025
Freeport-McMoRan
0.86%
▲ 17.98%
15
Buy
Nov 15, 2025
Novo Nordisk
―
▼ 18.76%
2
Close
Nov 15, 2025
Cisco Systems
0.77%
▲ 64.50%
20
Buy
Oct 24, 2025
Hewlett Packard Enterprise
0.82%
▲ 58.06%
20
Buy
Oct 24, 2025
W. P. Carey Inc.
0.38%
▲ 12.80%
5
Buy
Oct 24, 2025
VICI Properties
0.78%
▲ 1.13%
20
Buy
Oct 13, 2025
Simon Property
3.08%
▲ 82.01%
21
Buy
Oct 06, 2025
Genuine Parts Company
0.82%
▼ 0.78%
14
Buy
Oct 06, 2025
Crown Castle
0.56%
▼ 10.18%
17
Sell
Oct 06, 2025
Microsoft
2.26%
▲ 84.42%
10
Sell
Sep 29, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.11%
▲ 63.25%
23
Buy
Sep 29, 2025
SPDR Portfolio S&P 500 Growth ETF
14.21%
▲ 72.31%
21
Buy
Sep 29, 2025
Financial Select Sector SPDR Fund
3.73%
▲ 60.58%
23
Buy
Sep 29, 2025
Health Care Select Sector SPDR Fund
2.13%
▲ 24.90%
17
Buy
Sep 29, 2025
Prudential Financial
2.41%
▲ 41.44%
29
Buy
Sep 29, 2025