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actual - New Portfolio

fake

actual
Individual Investor
Ranked #37,460 out of 804,570 TipRanks' Investors
Success Rate
68%
133 out of 196
profitable transactions
Average Return
35.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.95%
6-Month Return▲ 4.20%
12-Month Return▲ 13.70%
YTD Return▲ 4.14%
Total Return▲ 136.66%

Best Trade

Opened at
Closed at-
Gain▲ 492.20%

Bio

Dividend growth and capital appreciation

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.01%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.96%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.66%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.89%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.92%
May 2025
▼ 1.39%
▲ 1.13%
▲ 0.25%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.01%
▲ 5.10%▼ 2.41%▼ 4.63%
▲ 6.03%▲ 2.69%▲ 1.57%
▼ 12.86%▼ 1.27%▲ 2.96%
▼ 1.80%▼ 5.57%▼ 0.66%
▲ 1.83%▼ 0.87%▼ 1.89%
▲ 12.21%▲ 6.28%▲ 1.92%
▼ 1.39%▲ 1.13%▲ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
1.68%
▲ 0.58%
5
Open
Mar 06, 2025
Blue Owl Capital
3.51%
▲ 4.92%
2
Buy
Mar 06, 2025
Amphenol
0.95%
▲ 52.60%
1
Open
Mar 06, 2025
Caterpillar
0%
▲ 6.23%
1
Open
Mar 06, 2025
Cummins
0.43%
▼ 8.35%
1
Open
Mar 06, 2025
General Dynamics
0.94%
▲ 5.96%
1
Open
Mar 06, 2025
Main Street Capital
1.95%
▲ 4.98%
1
Open
Mar 06, 2025
Microsoft
0.65%
▲ 20.51%
1
Open
Mar 06, 2025
NextEra Energy
2.61%
▲ 3.00%
1
Open
Mar 06, 2025
Snap-on
0.43%
▼ 7.95%
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