tiprankstipranks

New Portfolio - New Portfolio

Rick F

New Portfolio
Individual Investor
Ranked #217,333 out of 858,885 TipRanks' Investors
Success Rate
53%
58 out of 110
profitable transactions
Average Return
28.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.83%
6-Month Return▲ 1.62%
12-Month Return▲ 21.57%
YTD Return▼ 3.29%
Total Return▲ 70.33%

Best Trade

Opened at
Closed at-
Gain▲ 895.86%

Bio

My investment portfolio - trying to balance long term growth with income and safety

Performance

12.88%0-12.88%
▲ 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
▼ 1.12%
▼ 0.86%
▼ 0.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.05%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.81%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.12%▼ 0.86%▼ 0.54%
▲ 0.60%▼ 4.94%▼ 6.05%
▲ 4.89%▲ 4.48%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
2.53%
▼ 12.40%
1
Open
Jul 14, 2024
Canadian Utilities A
3.59%
▲ 80.86%
1
Open
Jul 14, 2024
Intuitive Surgical
2.21%
▲ 3.06%
1
Open
Jul 14, 2024
Lululemon Athletica
1.21%
▼ 42.25%
1
Open
Jul 14, 2024
Open Text
1.54%
▼ 28.42%
1
Open
Jul 14, 2024
S&P Global
2.04%
▼ 12.76%
1
Open
Jul 14, 2024
TSMC
3.64%
▲ 103.73%
1
Open
Jul 14, 2024
Home Depot
1.99%
▲ 22.47%
2
Buy
Jun 23, 2024
MP Materials
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.8%
▲ 235.68%
2
Buy
Jun 23, 2024
Cboe Global Markets
2.18%
▲ 159.92%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.47%
▼ 4.95%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
1.85%
▲ 49.33%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
0.49%
▼ 74.68%
2
Buy
Jun 23, 2024
Booz Allen
0.77%
▼ 25.46%
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
5.36%
▲ 0.76%
4
Open
Jun 23, 2024