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actual - New Portfolio
fake
actualIndividual Investor
Ranked #51,100 out of 834,043 TipRanks' Investors
Success Rate
135 out of 196
profitable transactions
profitable transactions
Average Return
44.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.65%
6-Month Return▲ 9.57%
12-Month Return▲ 16.31%
YTD Return▲ 15.96%
Total Return▲ 163.50%
Best Trade
Bio
Dividend growth and capital appreciation
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.04%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.98%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.65%
Dec 2025
▲ 11.63%▲ 6.28%▲ 1.92%
▲ 9.25%▲ 5.14%▲ 1.92%
▲ 7.60%▲ 2.30%▲ 2.37%
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 0.94%
▲ 10.96%▲ 2.38%▼ 2.04%
▼ 3.57%▲ 0.19%▲ 3.98%
▲ 1.55%▲ 1.31%▼ 0.65%
Recent Activity
Nvidia
2.09%
▲ 11.14%
5
Open
Mar 06, 2025
Blue Owl Capital
2.9%
▼ 2.42%
2
Buy
Mar 06, 2025
Amphenol
1.3%
▲ 124.27%
1
Open
Mar 06, 2025
Caterpillar
0%
▲ 72.91%
1
Open
Mar 06, 2025
Cummins
0.66%
▲ 52.82%
1
Open
Mar 06, 2025
General Dynamics
1.09%
▲ 31.31%
1
Open
Mar 06, 2025
Main Street Capital
1.92%
▲ 13.69%
1
Open
Mar 06, 2025
Microsoft
0.62%
▲ 23.54%
1
Open
Mar 06, 2025
NextEra Energy
2.76%
▲ 17.47%
1
Open
Mar 06, 2025
Snap-on
0.47%
▲ 8.07%
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