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1 - New Portfolio

PerformancePortfolio Details

DB

1
Individual Investor
Ranked #21,889 out of 781,066 TipRanks' Investors
Success Rate
79%
367 out of 466
profitable transactions
Average Return
25.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.12%
6-Month Return▲ 9.04%
12-Month Return▲ 27.17%
YTD Return▲ 3.64%
Total Return▲ 61.98%

Best Trade

AssetEnergy Tran... (ET)
Opened at
Closed at-
Gain▲ 218.17%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.73%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.98%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.70%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.50%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.73%
▲ 8.13%▲ 1.21%▲ 1.77%
▼ 13.14%▲ 2.34%▲ 1.19%
▲ 2.93%▲ 2.10%▲ 1.84%
▲ 10.00%▼ 0.89%▼ 0.98%
▲ 26.04%▲ 5.96%▲ 8.70%
▲ 5.93%▼ 2.41%▼ 5.50%
▲ 11.17%▲ 1.96%▲ 3.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AB
AllianceBernstein
0.88%
▲ 5.85%
8
Buy
Jan 17, 2025
RTX
RTX
7.03%
▲ 34.56%
24
Sell
Jan 16, 2025
EPRT
Essential Properties Realty
3.24%
▲ 24.84%
22
Buy
Jan 14, 2025
NVDA
Nvidia
2.46%
▲ 5.86%
13
Buy
Jan 07, 2025
SPLG
SPDR Portfolio S&P 500 ETF
―
▲ 19.69%
11
Close
Jan 03, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
1.34%
▼ 0.11%
1
Open
Jan 03, 2025
NJR
New Jersey Resources
1.95%
▲ 4.72%
6
Buy
Jan 02, 2025
ARCC
Ares Capital
3.93%
▲ 18.75%
26
Buy
Dec 31, 2024
GBDC
Golub Capital Bdc
1.73%
▲ 2.83%
13
Buy
Dec 28, 2024
XLF
Financial Select Sector SPDR Fund
3.28%
▲ 39.29%
15
Buy
Dec 27, 2024
D
Dominion Energy
4.04%
▼ 15.41%
8
Buy
Dec 21, 2024
GLPI
Gaming and Leisure
2.81%
▲ 2.44%
2
Buy
Dec 20, 2024
GOOG
Alphabet Class C
5.32%
▲ 44.68%
17
Buy
Dec 17, 2024
PG
Procter & Gamble
7.49%
▲ 14.23%
27
Sell
Dec 11, 2024
ET
Energy Transfer
9.05%
▲ 96.89%
51
Buy
Dec 02, 2024
NLY
Annaly Capital
―
▼ 0.50%
2
Close
Nov 26, 2024
ABT
Abbott Laboratories
6.43%
▲ 6.93%
20
Buy
Nov 16, 2024
MPLX
MPLX
7.33%
▲ 51.69%
31
Buy
Nov 16, 2024
EPD
Enterprise Products Partners
7.15%
▲ 19.84%
13
Buy
Nov 15, 2024
PAA
Plains All American
―
▲ 25.09%
27
Close
Nov 15, 2024