actual - New Portfolio
fake
actualIndividual Investor
Ranked #44,028 out of 858,896 TipRanks' Investors
Success Rate
136 out of 196
profitable transactions
profitable transactions
Average Return
47.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.83%
6-Month Return▲ 7.96%
12-Month Return▲ 22.62%
YTD Return▲ 5.73%
Total Return▲ 176.56%
Best Trade
Bio
Dividend growth and capital appreciation
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.04%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.75%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.37%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.04%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.75%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.94%
▲ 10.96%▲ 2.38%▼ 2.04%
▼ 3.68%▲ 0.19%▲ 3.81%
▼ 0.10%▲ 0.08%▼ 1.20%
▲ 4.06%▲ 1.47%▲ 4.75%
▼ 1.12%▼ 0.86%▲ 3.37%
▲ 0.60%▼ 4.94%▼ 4.04%
▲ 4.89%▲ 4.48%▲ 1.75%
Recent Activity
Nvidia
2.05%
▲ 10.71%
5
Open
Mar 06, 2025
Blue Owl Capital
2.45%
▼ 11.17%
2
Buy
Mar 06, 2025
Amphenol
1.32%
▲ 130.15%
1
Open
Mar 06, 2025
Caterpillar
0%
▲ 135.05%
1
Open
Mar 06, 2025
Cummins
0.78%
▲ 81.99%
1
Open
Mar 06, 2025
General Dynamics
1.05%
▲ 29.73%
1
Open
Mar 06, 2025
Main Street Capital
1.66%
▲ 1.65%
1
Open
Mar 06, 2025
Microsoft
0.47%
▼ 6.05%
1
Open
Mar 06, 2025
NextEra Energy
3.19%
▲ 38.38%
1
Open
Mar 06, 2025
Snap-on
0.5%
▲ 16.66%
1
Open
Mar 06, 2025
Simon Property
―
▲ 59.06%
6
Close
Feb 19, 2025
Unilever
―
▲ 19.96%
3
Close
Feb 19, 2025
Texas Instruments
―
▲ 19.33%
3
Close
Feb 19, 2025
General Mills
―
▲ 1.36%
3
Close
Feb 19, 2025
Realty Income
―
▲ 9.22%
3
Close
Feb 19, 2025
XPLR Infrastructure
―
▼ 84.18%
4
Close
Feb 19, 2025
Enbridge
―
▲ 38.62%
3
Close
Feb 19, 2025
Verizon
―
▲ 10.59%
5
Close
Feb 19, 2025
UGI
―
▲ 36.09%
2
Close
Feb 19, 2025
Evergy
―
▲ 35.59%
2
Close
Feb 19, 2025