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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #33,236 out of 807,765 TipRanks' Investors
Success Rate
504 out of 688
profitable transactions
profitable transactions
Average Return
33.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.01%
6-Month Return▲ 6.95%
12-Month Return▲ 12.23%
YTD Return▲ 8.97%
Total Return▲ 91.59%
Best Trade
Bio
barbell focused on alpha
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 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
▲ 12.56%
▲ 0.93%
▲ 2.18%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.81%
▲ 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%
▲ 12.56%▲ 0.93%▲ 2.18%
Recent Activity
Microsoft
2.71%
▲ 93.61%
9
Sell
Jun 28, 2025
Alphabet Class A
5.46%
▲ 35.73%
5
Sell
Jun 28, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
20.07%
▲ 51.54%
22
Sell
Jun 28, 2025
SPDR Portfolio S&P 500 Growth ETF
13.91%
▲ 57.55%
20
Buy
Jun 28, 2025
Technology Select Sector SPDR Fund
1.48%
▲ 66.75%
7
Buy
Jun 28, 2025
Financial Select Sector SPDR Fund
3.96%
▲ 58.62%
22
Buy
Jun 28, 2025
Simon Property
2.96%
▲ 63.11%
20
Buy
Jun 28, 2025
Health Care Select Sector SPDR Fund
2.02%
▲ 8.97%
16
Buy
Jun 28, 2025
Prudential Financial
2.51%
▲ 34.81%
28
Buy
Jun 28, 2025
Vanguard Total International Stock ETF
1.15%
▲ 30.28%
22
Buy
Jun 28, 2025
Dow Inc
0.42%
▼ 23.49%
23
Buy
Jun 28, 2025
Broadcom
3.6%
▲ 328.73%
8
Sell
Jun 28, 2025
T Mobile US
1.05%
▲ 53.01%
4
Buy
Jun 28, 2025
Kraft Heinz
0.46%
▼ 17.10%
17
Sell
Jun 28, 2025
Genuine Parts Company
1.29%
▼ 4.71%
12
Sell
Jun 28, 2025
Blue Owl Capital
1.07%
▲ 25.63%
24
Buy
Jun 28, 2025
Ares Capital
0.58%
▲ 24.52%
12
Buy
Jun 28, 2025
Crown Castle
0.99%
▲ 3.33%
15
Buy
Jun 28, 2025
Chevron
6.29%
▲ 56.25%
25
Buy
Jun 10, 2025
VICI Properties
0.98%
▲ 19.53%
18
Buy
Jun 08, 2025