New Portfolio - New Portfolio
Jeffrey K
New PortfolioIndividual Investor
Ranked #468,883 out of 858,971 TipRanks' Investors
Success Rate
48 out of 92
profitable transactions
profitable transactions
Average Return
1.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.19%
6-Month Return▼ 14.61%
12-Month Return▼ 11.45%
YTD Return▼ 12.42%
Total Return▲ 34.21%
Best Trade
Bio
Makin' Bank!
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.96%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.76%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.89%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.05%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.51%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 11.76%
Mar 2026
▲ 7.53%
▲ 5.50%
▼ 0.29%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.49%
▲ 10.96%▲ 2.38%▼ 1.96%
▼ 3.68%▲ 0.19%▲ 3.76%
▼ 0.10%▲ 0.08%▼ 3.89%
▲ 4.06%▲ 1.47%▲ 0.05%
▼ 1.12%▼ 0.86%▼ 0.51%
▲ 0.60%▼ 4.94%▼ 11.76%
▲ 7.53%▲ 5.50%▼ 0.29%
Recent Activity
Blue Owl Capital
20.07%
▼ 46.27%
2
Buy
Dec 25, 2024
XPLR Infrastructure
―
▼ 15.92%
2
Close
Dec 25, 2024
Medical Properties Trust
58.53%
▲ 28.15%
2
Buy
Dec 25, 2024
ACM Research
―
▼ 5.78%
2
Close
Dec 25, 2024
Schwab US Dividend Equity ETF
21.4%
▲ 27.35%
2
Buy
Dec 25, 2024
Invesco S&P 500 GARP ETF
―
▲ 14.81%
2
Close
Dec 25, 2024
Oppenheimer Holdings
―
▼ 9.09%
2
Close
Dec 02, 2023
Blackstone Group
―
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
―
▼ 21.42%
3
Close
Dec 02, 2023
FLEX LNG
―
▲ 49.71%
2
Close
Dec 02, 2023
T Rowe Price
―
▼ 44.12%
2
Close
Dec 02, 2023
Carlyle Group
―
▲ 42.24%
2
Close
Dec 02, 2023
Franchise Group
―
▲ 22.58%
2
Close
Aug 18, 2023
Schwab U.S. Large-Cap Growth ETF
―
▼ 30.19%
2
Close
Sep 25, 2022
AFLAC
―
▲ 13.13%
4
Close
Sep 25, 2022
Citigroup
―
▼ 30.48%
2
Close
Sep 25, 2022
Leggett & Platt
―
▲ 22.16%
5
Close
Sep 25, 2022
KeyCorp
―
▼ 23.70%
3
Close
Sep 25, 2022
Alliant Energy
―
▼ 3.53%
2
Close
Sep 25, 2022
Prudential Financial
―
▼ 6.64%
3
Close
Sep 25, 2022