1 - New Portfolio
DB
1Individual Investor
Ranked #57,033 out of 864,698 TipRanks' Investors
Success Rate
531 out of 696
profitable transactions
profitable transactions
Average Return
34.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.34%
6-Month Return▲ 8.22%
12-Month Return▲ 20.56%
YTD Return▲ 8.51%
Total Return▲ 98.62%
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
▼ 1.26%
▼ 0.86%
▲ 2.34%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 4.36%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.75%
Apr 2026
▲ 13.24%
▲ 5.00%
▲ 0.34%
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%
▼ 1.26%▼ 0.86%▲ 2.34%
▼ 0.25%▼ 4.94%▼ 4.36%
▲ 16.06%▲ 10.51%▲ 6.75%
▲ 13.24%▲ 5.00%▲ 0.34%
Recent Activity
Capital Southwest
2.12%
▲ 6.19%
14
Buy
May 30, 2026
Cohen & Steers Infrastructure Fund
2.81%
▲ 3.83%
8
Buy
May 30, 2026
Reaves Utility Income Fund
1.07%
▲ 0.48%
6
Buy
May 30, 2026
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
2.42%
▲ 4.12%
6
Buy
May 29, 2026
Procter & Gamble
4.87%
▲ 3.78%
31
Buy
May 16, 2026
Abbott Laboratories
4.92%
▼ 19.29%
29
Buy
May 16, 2026
MPLX
9.7%
▲ 59.98%
46
Sell
Apr 29, 2026
RTX
8.58%
▲ 67.62%
34
Sell
Apr 27, 2026
Qualcomm
―
▲ 5.15%
25
Close
Apr 24, 2026
Alphabet Class C
10.57%
▲ 131.78%
27
Buy
Apr 24, 2026
Ares Capital
2.15%
▲ 10.23%
42
Buy
Apr 24, 2026
Comcast
1.06%
▼ 29.87%
16
Buy
Apr 22, 2026
Amprius Technologies Inc
0.67%
▲ 28.50%
2
Buy
Apr 21, 2026
Steel Dynamics
7.13%
▲ 196.01%
30
Buy
Apr 11, 2026
Coca-Cola
4.46%
▲ 30.49%
26
Buy
Apr 02, 2026
Dominion Energy
3.55%
▲ 11.91%
10
Buy
Mar 21, 2026
Verizon
―
▲ 26.02%
15
Close
Mar 16, 2026
Energy Transfer
7.53%
▲ 91.04%
62
Buy
Mar 11, 2026
Nvidia
6.97%
▲ 51.06%
32
Buy
Mar 11, 2026
Schwab U.S. Large-Cap Growth ETF
―
▲ 1.09%
13
Close
Mar 11, 2026