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actual - New Portfolio
fake
actualIndividual Investor
Ranked #41,203 out of 812,479 TipRanks' Investors
Success Rate
135 out of 196
profitable transactions
profitable transactions
Average Return
40.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.48%
6-Month Return▲ 8.74%
12-Month Return▲ 14.83%
YTD Return▲ 10.86%
Total Return▲ 151.92%
Best Trade
Bio
Dividend growth and capital appreciation
Performance
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 1.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.96%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.66%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.93%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.91%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 2.01%
▲ 0.81%
▲ 2.33%
Aug 2025
▲ 6.03%▲ 2.69%▲ 1.57%
▼ 12.86%▼ 1.27%▲ 2.96%
▼ 1.80%▼ 5.57%▼ 0.66%
▲ 1.84%▼ 0.87%▼ 1.93%
▲ 12.20%▲ 6.28%▲ 1.92%
▲ 6.24%▲ 5.14%▲ 1.91%
▲ 27.91%▲ 2.30%▲ 2.37%
▲ 2.01%▲ 0.81%▲ 2.33%
Recent Activity
Nvidia
2.05%
▲ 9.37%
5
Open
Mar 06, 2025
Blue Owl Capital
3.3%
▲ 5.43%
2
Buy
Mar 06, 2025
Amphenol
1.06%
▲ 78.88%
1
Open
Mar 06, 2025
Caterpillar
0%
▲ 23.18%
1
Open
Mar 06, 2025
Cummins
0.5%
▲ 12.87%
1
Open
Mar 06, 2025
General Dynamics
1.02%
▲ 20.01%
1
Open
Mar 06, 2025
Main Street Capital
2.12%
▲ 19.61%
1
Open
Mar 06, 2025
Microsoft
0.68%
▲ 31.77%
1
Open
Mar 06, 2025
NextEra Energy
2.54%
▲ 4.27%
1
Open
Mar 06, 2025
Snap-on
0.44%
▼ 3.13%
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