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New Portfolio - New Portfolio
Rick F
New PortfolioIndividual Investor
Ranked #239,961 out of 857,392 TipRanks' Investors
Success Rate
57 out of 110
profitable transactions
profitable transactions
Average Return
24.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.58%
6-Month Return▼ 1.37%
12-Month Return▲ 8.37%
YTD Return▼ 6.68%
Total Return▲ 64.34%
Best Trade
Bio
My investment portfolio - trying to balance long term growth with income and safety
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 3.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.77%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.53%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.81%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.30%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 0.62%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 5.82%
Mar 2026
▲ 2.76%▲ 2.05%▲ 3.50%
▲ 12.88%▲ 3.56%▲ 1.52%
▲ 10.96%▲ 2.38%▲ 3.77%
▼ 3.68%▲ 0.19%▲ 2.53%
▼ 0.10%▲ 0.08%▼ 0.81%
▲ 4.06%▲ 1.47%▼ 0.30%
▼ 1.16%▼ 0.86%▼ 0.62%
▲ 3.02%▼ 4.20%▼ 5.82%
Recent Activity
Airbnb
2.7%
▼ 9.94%
1
Open
Jul 14, 2024
Canadian Utilities A
3.51%
▲ 70.46%
1
Open
Jul 14, 2024
Intuitive Surgical
2.43%
▲ 9.33%
1
Open
Jul 14, 2024
Lululemon Athletica
1.25%
▼ 42.06%
1
Open
Jul 14, 2024
Open Text
1.76%
▼ 20.94%
1
Open
Jul 14, 2024
S&P Global
2.18%
▼ 9.94%
1
Open
Jul 14, 2024
TSMC
3.44%
▲ 86.06%
1
Open
Jul 14, 2024
Home Depot
2.02%
▲ 20.13%
2
Buy
Jun 23, 2024
MP Materials
―
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.78%
▲ 220.70%
2
Buy
Jun 23, 2024
Cboe Global Markets
2.14%
▲ 146.46%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.46%
▼ 9.20%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
―
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
1.79%
▲ 39.52%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
0.44%
▼ 77.75%
2
Buy
Jun 23, 2024
Booz Allen
0.81%
▼ 23.81%
2
Buy
Jun 23, 2024
Illumina
―
▼ 73.99%
2
Close
Jun 23, 2024
Schrodinger
―
▼ 75.83%
4
Close
Jun 23, 2024
Under Armour
―
▼ 66.81%
2
Close
Jun 23, 2024
Avidity Biosciences
5.55%
▲ 0.76%
4
Open
Jun 23, 2024