1 - New Portfolio
DB
1Individual Investor
Ranked #43,569 out of 858,889 TipRanks' Investors
Success Rate
513 out of 676
profitable transactions
profitable transactions
Average Return
29.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.26%
6-Month Return▲ 10.98%
12-Month Return▲ 23.84%
YTD Return▲ 3.66%
Total Return▲ 89.73%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.52%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 2.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.03%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.75%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.52%
▲ 10.96%▲ 2.38%▲ 2.14%
▼ 3.68%▲ 0.19%▲ 2.46%
▼ 0.10%▲ 0.08%▼ 0.27%
▲ 4.06%▲ 1.47%▲ 3.52%
▼ 1.12%▼ 0.86%▲ 2.54%
▲ 0.60%▼ 4.94%▼ 4.03%
▲ 4.89%▲ 4.48%▲ 1.75%
Recent Activity
Steel Dynamics
5.42%
▲ 122.03%
30
Buy
Apr 11, 2026
Cohen & Steers Infrastructure Fund
2.72%
▲ 2.83%
5
Buy
Apr 09, 2026
Coca-Cola
4.54%
▲ 27.95%
26
Buy
Apr 02, 2026
Qualcomm
1.15%
▼ 9.54%
22
Sell
Apr 01, 2026
Abbott Laboratories
5.41%
▼ 7.76%
27
Buy
Apr 01, 2026
Alphabet Class C
9.03%
▲ 98.33%
26
Buy
Apr 01, 2026
Ares Capital
2.05%
▲ 9.27%
41
Buy
Apr 01, 2026
Capital Southwest
2.04%
▲ 4.01%
11
Buy
Apr 01, 2026
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
2.15%
▲ 1.56%
2
Buy
Apr 01, 2026
Dominion Energy
3.53%
▲ 6.31%
10
Buy
Mar 21, 2026
RTX
10.56%
▲ 87.27%
33
Buy
Mar 20, 2026
Verizon
―
▲ 26.02%
15
Close
Mar 16, 2026
Energy Transfer
7.82%
▲ 88.01%
62
Buy
Mar 11, 2026
MPLX
11.82%
▲ 61.22%
45
Buy
Mar 11, 2026
Nvidia
6.46%
▲ 34.95%
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
Financial Select Sector SPDR Fund
―
▲ 32.60%
21
Close
Mar 05, 2026
Enterprise Products Partners
7.96%
▲ 31.17%
24
Buy
Mar 05, 2026
Essential Properties Realty
―
▲ 33.15%
30
Close
Feb 27, 2026