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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #50,403 out of 796,840 TipRanks' Investors
Success Rate
423 out of 666
profitable transactions
profitable transactions
Average Return
22.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.05%
6-Month Return▼ 4.10%
12-Month Return▲ 5.33%
YTD Return▼ 3.58%
Total Return▲ 69.53%
Best Trade
Bio
barbell focused on alpha
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.03%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▼ 1.23%
▼ 4.29%
▼ 5.73%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.34%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 25.98%▲ 5.96%▲ 6.03%
▲ 5.36%▼ 2.41%▼ 4.81%
▲ 6.01%▲ 2.69%▲ 2.92%
▼ 12.86%▼ 1.27%▲ 2.43%
▼ 1.80%▼ 5.57%▼ 2.97%
▼ 1.23%▼ 4.29%▼ 5.73%
Recent Activity
Simon Property
2.96%
▲ 55.64%
19
Buy
Apr 19, 2025
Prudential Financial
2.64%
▲ 29.38%
26
Sell
Apr 19, 2025
Hewlett Packard Enterprise
0.65%
▲ 12.55%
18
Buy
Apr 19, 2025
VICI Properties
1.18%
▲ 16.35%
16
Buy
Apr 19, 2025
Kraft Heinz
0.67%
▼ 9.45%
16
Sell
Apr 19, 2025
Genuine Parts Company
1.51%
▼ 11.86%
11
Buy
Apr 19, 2025
Blue Owl Capital
1.1%
▲ 17.91%
23
Buy
Apr 19, 2025
Ares Capital
0.56%
▲ 12.51%
11
Buy
Apr 19, 2025
Crown Castle
1.16%
▲ 2.08%
12
Sell
Apr 19, 2025
Caterpillar
0.33%
▲ 8.19%
3
Sell
Apr 19, 2025
W. P. Carey Inc.
0.4%
▲ 8.29%
3
Buy
Apr 19, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.78%
▲ 29.88%
21
Buy
Mar 26, 2025
SPDR Portfolio S&P 500 Growth ETF
12.29%
▲ 31.17%
18
Buy
Mar 26, 2025
Financial Select Sector SPDR Fund
3.88%
▲ 47.18%
21
Buy
Mar 26, 2025
Health Care Select Sector SPDR Fund
2.17%
▲ 9.47%
15
Buy
Mar 26, 2025
Vanguard Total International Stock ETF
1.11%
▲ 18.55%
21
Buy
Mar 26, 2025
Alphabet Class A
6.94%
▲ 16.88%
4
Buy
Mar 15, 2025
Dow Inc
0.47%
▼ 27.09%
21
Buy
Mar 15, 2025
Chevron
5.95%
▲ 37.75%
23
Sell
Mar 08, 2025
Phillips 66
0.79%
▼ 0.09%
13
Sell
Mar 08, 2025