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1 - New Portfolio

PerformancePortfolio Details

DB

1
Individual Investor
Ranked #21,242 out of 786,879 TipRanks' Investors
Success Rate
80%
379 out of 477
profitable transactions
Average Return
27.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.07%
6-Month Return▲ 13.42%
12-Month Return▲ 27.14%
YTD Return▲ 6.82%
Total Return▲ 67.94%

Best Trade

AssetEnergy Tran... (ET)
Opened at
Closed at-
Gain▲ 218.57%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.98%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.70%
Nov 2024
▲ 5.82%
▼ 2.41%
▼ 4.94%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 5.47%
Jan 2025
▼ 8.36%
▲ 1.31%
▲ 1.28%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.77%
▼ 13.14%▲ 2.34%▲ 1.19%
▲ 2.93%▲ 2.10%▲ 1.84%
▲ 9.99%▼ 0.89%▼ 0.98%
▲ 26.04%▲ 5.96%▲ 8.70%
▲ 5.82%▼ 2.41%▼ 4.94%
▲ 4.97%▲ 2.69%▲ 5.47%
▼ 8.36%▲ 1.31%▲ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPD
Enterprise Products Partners
6.94%
▲ 21.19%
14
Buy
Feb 15, 2025
MPLX
MPLX
7.53%
▲ 62.63%
32
Buy
Feb 15, 2025
AB
AllianceBernstein
1.16%
▲ 0.06%
12
Buy
Feb 14, 2025
NVDA
Nvidia
3.1%
▲ 6.15%
16
Buy
Feb 12, 2025
VZ
Verizon
2.05%
▼ 3.02%
8
Buy
Feb 04, 2025
ARCC
Ares Capital
3.84%
▲ 18.44%
27
Buy
Jan 31, 2025
GBDC
Golub Capital Bdc
1.76%
▲ 6.01%
14
Buy
Jan 31, 2025
CMCSA
Comcast
2.01%
▼ 13.77%
14
Buy
Jan 30, 2025
ABT
Abbott Laboratories
6.88%
▲ 23.07%
21
Sell
Jan 24, 2025
RTX
RTX
6.82%
▲ 36.00%
24
Sell
Jan 16, 2025
EPRT
Essential Properties Realty
3.06%
▲ 23.15%
22
Buy
Jan 14, 2025
SPLG
SPDR Portfolio S&P 500 ETF
―
▲ 19.69%
11
Close
Jan 03, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
1.31%
▲ 2.19%
1
Open
Jan 03, 2025
NJR
New Jersey Resources
1.8%
▲ 1.05%
6
Buy
Jan 02, 2025
XLF
Financial Select Sector SPDR Fund
3.24%
▲ 43.65%
15
Buy
Dec 27, 2024
D
Dominion Energy
3.89%
▼ 14.93%
8
Buy
Dec 21, 2024
GLPI
Gaming and Leisure
2.73%
▲ 3.64%
2
Buy
Dec 20, 2024
GOOG
Alphabet Class C
4.82%
▲ 36.86%
17
Buy
Dec 17, 2024
PG
Procter & Gamble
7.27%
▲ 16.18%
27
Sell
Dec 11, 2024
ET
Energy Transfer
8.55%
▲ 97.12%
51
Buy
Dec 02, 2024