Education
About Us
Working with TipRanks
Follow Us
taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #53,224 out of 824,094 TipRanks' Investors
Success Rate
502 out of 713
profitable transactions
profitable transactions
Average Return
36.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.47%
6-Month Return▲ 18.06%
12-Month Return▲ 9.66%
YTD Return▲ 12.11%
Total Return▲ 97.11%
Best Trade
Bio
barbell focused on alpha
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 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
▲ 4.43%
▼ 0.27%
▼ 1.44%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.97%
▲ 0.80%▼ 0.87%▼ 3.63%
▲ 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%
▲ 4.43%▼ 0.27%▼ 1.44%
Recent Activity
Alphabet Class A
7.18%
▲ 90.97%
7
Sell
Oct 13, 2025
VICI Properties
0.88%
▲ 10.28%
20
Buy
Oct 13, 2025
Simon Property
3.13%
▲ 77.81%
21
Buy
Oct 06, 2025
Genuine Parts Company
0.88%
▲ 2.00%
14
Buy
Oct 06, 2025
Crown Castle
0.64%
▼ 0.88%
17
Sell
Oct 06, 2025
Novo Nordisk
0.36%
▼ 8.85%
1
Open
Oct 06, 2025
Microsoft
2.52%
▲ 97.89%
10
Sell
Sep 29, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.29%
▲ 58.58%
23
Buy
Sep 29, 2025
SPDR Portfolio S&P 500 Growth ETF
14.38%
▲ 67.82%
21
Buy
Sep 29, 2025
Financial Select Sector SPDR Fund
3.78%
▲ 56.47%
23
Buy
Sep 29, 2025
Health Care Select Sector SPDR Fund
2.05%
▲ 15.39%
17
Buy
Sep 29, 2025
Prudential Financial
2.3%
▲ 28.26%
29
Buy
Sep 29, 2025
Chevron
5.96%
▲ 53.32%
26
Buy
Sep 29, 2025
Vanguard Total International Stock ETF
1.18%
▲ 39.00%
23
Buy
Sep 29, 2025
SPDR Gold MiniShares Trust
1.1%
▲ 74.02%
2
Buy
Sep 29, 2025
Blue Owl Capital
―
▲ 12.60%
26
Close
Sep 29, 2025
Ares Capital
―
▲ 13.88%
14
Close
Sep 29, 2025
GE Healthcare Technologies Inc
0.19%
▲ 1.31%
1
Open
Sep 29, 2025
Unum Group
2.97%
▲ 142.06%
22
Buy
Sep 10, 2025
Enterprise Products Partners
3.46%
▲ 56.12%
25
Buy
Sep 10, 2025