1 - New Portfolio
DB
1Individual Investor
Ranked #48,039 out of 861,174 TipRanks' Investors
Success Rate
523 out of 690
profitable transactions
profitable transactions
Average Return
33.74%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.46%
6-Month Return▲ 11.79%
12-Month Return▲ 25.99%
YTD Return▲ 8.08%
Total Return▲ 97.83%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 2.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.46%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.52%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 2.45%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.18%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.75%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.36%
May 2026
▲ 10.96%▲ 2.38%▲ 2.14%
▼ 3.68%▲ 0.19%▲ 2.46%
▼ 0.10%▲ 0.08%▼ 0.27%
▲ 4.06%▲ 1.47%▲ 3.52%
▼ 1.33%▼ 0.86%▲ 2.45%
▲ 0.52%▼ 4.94%▼ 4.18%
▲ 16.06%▲ 10.51%▲ 6.75%
▲ 2.08%▼ 0.09%▼ 0.36%
Recent Activity
Capital Southwest
2.21%
▲ 9.32%
13
Buy
May 01, 2026
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
2.42%
▲ 2.42%
5
Buy
Apr 30, 2026
Cohen & Steers Infrastructure Fund
2.84%
▲ 3.43%
7
Buy
Apr 30, 2026
MPLX
10.3%
▲ 64.15%
46
Sell
Apr 29, 2026
RTX
8.38%
▲ 60.64%
34
Sell
Apr 27, 2026
Reaves Utility Income Fund
0.5%
▲ 1.89%
1
Open
Apr 27, 2026
Qualcomm
―
▲ 5.15%
25
Close
Apr 24, 2026
Abbott Laboratories
5.07%
▼ 18.27%
28
Buy
Apr 24, 2026
Alphabet Class C
10.82%
▲ 133.76%
27
Buy
Apr 24, 2026
Ares Capital
2.2%
▲ 10.49%
42
Buy
Apr 24, 2026
Comcast
1.18%
▼ 23.67%
16
Buy
Apr 22, 2026
Amprius Technologies Inc
0.68%
▲ 29.14%
2
Buy
Apr 21, 2026
Steel Dynamics
6.4%
▲ 161.50%
30
Buy
Apr 11, 2026
Coca-Cola
4.48%
▲ 29.14%
26
Buy
Apr 02, 2026
Dominion Energy
3.39%
▲ 4.19%
10
Buy
Mar 21, 2026
Verizon
―
▲ 26.02%
15
Close
Mar 16, 2026
Energy Transfer
8.01%
▲ 96.72%
62
Buy
Mar 11, 2026
Nvidia
6.65%
▲ 42.00%
32
Buy
Mar 11, 2026
Schwab U.S. Large-Cap Growth ETF
―
▲ 1.09%
13
Close
Mar 11, 2026
Energy Select Sector SPDR Fund
―
▲ 0.88%
2
Close
Mar 11, 2026