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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #31,998 out of 815,805 TipRanks' Investors
Success Rate
514 out of 688
profitable transactions
profitable transactions
Average Return
36.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.98%
6-Month Return▲ 6.30%
12-Month Return▲ 14.32%
YTD Return▲ 12.05%
Total Return▲ 97.01%
Best Trade
Bio
barbell focused on alpha
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.09%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.92%
▼ 12.86%▼ 1.27%▲ 2.42%
▼ 1.80%▼ 5.57%▼ 2.97%
▲ 1.84%▼ 0.87%▼ 3.63%
▲ 12.20%▲ 6.28%▲ 3.92%
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.88%▲ 2.30%▲ 0.94%
▲ 6.52%▲ 2.30%▲ 4.09%
Recent Activity
Microsoft
2.62%
▲ 96.37%
9
Sell
Jun 28, 2025
Alphabet Class A
6.13%
▲ 59.42%
5
Sell
Jun 28, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
19.98%
▲ 57.65%
22
Sell
Jun 28, 2025
SPDR Portfolio S&P 500 Growth ETF
13.97%
▲ 65.40%
20
Buy
Jun 28, 2025
Technology Select Sector SPDR Fund
1.48%
▲ 73.72%
7
Buy
Jun 28, 2025
Financial Select Sector SPDR Fund
3.91%
▲ 63.76%
22
Buy
Jun 28, 2025
Simon Property
3.14%
▲ 80.87%
20
Buy
Jun 28, 2025
Health Care Select Sector SPDR Fund
1.95%
▲ 9.97%
16
Buy
Jun 28, 2025
Prudential Financial
2.47%
▲ 40.15%
28
Buy
Jun 28, 2025
Vanguard Total International Stock ETF
1.15%
▲ 35.36%
22
Buy
Jun 28, 2025
Dow Inc
0.33%
▼ 31.05%
23
Buy
Jun 28, 2025
Broadcom
3.87%
▲ 382.28%
8
Sell
Jun 28, 2025
T Mobile US
1.11%
▲ 68.32%
4
Buy
Jun 28, 2025
Kraft Heinz
0.45%
▼ 15.57%
17
Sell
Jun 28, 2025
Genuine Parts Company
1.38%
▲ 6.59%
12
Sell
Jun 28, 2025
Blue Owl Capital
1%
▲ 21.94%
24
Buy
Jun 28, 2025
Ares Capital
0.54%
▲ 21.30%
12
Buy
Jun 28, 2025
Crown Castle
0.9%
▼ 1.72%
15
Buy
Jun 28, 2025
Chevron
6.17%
▲ 62.07%
25
Buy
Jun 10, 2025
VICI Properties
0.94%
▲ 19.86%
18
Buy
Jun 08, 2025