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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #44,699 out of 849,026 TipRanks' Investors
Success Rate
544 out of 737
profitable transactions
profitable transactions
Average Return
39.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.73%
6-Month Return▲ 9.90%
12-Month Return▲ 15.93%
YTD Return▲ 2.07%
Total Return▲ 108.89%
Best Trade
Bio
barbell focused on alpha
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.94%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 2.07%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 1.54%
▼ 0.10%▲ 0.08%▲ 0.94%
▲ 2.78%▲ 1.51%▲ 2.07%
Recent Activity
Simon Property
3.12%
▲ 80.37%
22
Buy
Jan 11, 2026
Chevron
4.2%
▲ 65.99%
28
Sell
Jan 11, 2026
Broadcom
4.13%
▲ 375.00%
9
Buy
Jan 11, 2026
VICI Properties
0.73%
▲ 3.13%
22
Buy
Jan 11, 2026
Genuine Parts Company
0.88%
▲ 5.20%
15
Buy
Jan 11, 2026
Ares Capital
0.93%
▲ 12.92%
15
Open
Jan 11, 2026
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.49%
▲ 63.53%
24
Buy
Dec 28, 2025
SPDR Portfolio S&P 500 Growth ETF
14.25%
▲ 69.17%
22
Buy
Dec 28, 2025
Financial Select Sector SPDR Fund
3.8%
▲ 60.89%
24
Buy
Dec 28, 2025
Health Care Select Sector SPDR Fund
2.17%
▲ 25.50%
18
Buy
Dec 28, 2025
Vanguard Total International Stock ETF
1.23%
▲ 47.95%
24
Buy
Dec 28, 2025
Crown Castle
0.07%
▼ 6.98%
19
Sell
Dec 28, 2025
Unum Group
2.8%
▲ 143.33%
24
Sell
Dec 13, 2025
Enterprise Products Partners
3.66%
▲ 68.93%
26
Buy
Dec 13, 2025
Prudential Financial
2.59%
▲ 48.07%
30
Buy
Dec 13, 2025
T Mobile US
0.79%
▲ 21.18%
6
Buy
Dec 13, 2025
Phillips 66
0.94%
▲ 32.83%
16
Buy
Dec 13, 2025
Alphabet Class A
8.73%
▲ 124.21%
10
Buy
Nov 15, 2025
JPMorgan Chase
4.5%
▲ 114.88%
23
Buy
Nov 15, 2025
AbbVie
2.95%
▲ 71.66%
23
Buy
Nov 15, 2025