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New Portfolio - New Portfolio

Peter

New Portfolio
Individual Investor
Ranked #58,544 out of 833,364 TipRanks' Investors
Success Rate
71%
67 out of 94
profitable transactions
Average Return
35.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.40%
6-Month Return▲ 15.12%
12-Month Return▲ 17.37%
YTD Return▲ 19.83%
Total Return▲ 104.50%

Best Trade

Opened at
Closed at
Gain▲ 332.58%

Bio

One share shows LEAP Options, not stock.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.83%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.38%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.57%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.82%
Nov 2025
▼ 0.06%
▲ 0.51%
▲ 2.70%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.83%
▲ 9.25%▲ 5.14%▲ 4.24%
▲ 7.60%▲ 2.30%▲ 2.24%
▲ 2.76%▲ 2.05%▲ 4.38%
▲ 12.88%▲ 3.56%▼ 0.10%
▲ 10.96%▲ 2.38%▲ 1.57%
▼ 3.57%▲ 0.19%▲ 1.82%
▼ 0.06%▲ 0.51%▲ 2.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
0.09%
▼ 11.26%
4
Sell
Jul 02, 2025
Tesla
▲ 43.86%
3
Close
Jun 01, 2025
Amazon
4.67%
▲ 105.06%
4
Buy
May 22, 2025
Apple
0.11%
▲ 183.58%
4
Sell
May 22, 2025
International Business Machines
0.12%
▲ 206.49%
3
Sell
May 22, 2025
PepsiCo
12.03%
▲ 21.32%
3
Buy
May 22, 2025
Verizon
8.18%
▼ 8.58%
4
Sell
May 22, 2025
Enterprise Products Partners
5.24%
▲ 100.12%
4
Buy
May 22, 2025
Constellation Brands
0.06%
▼ 16.57%
3
Sell
May 22, 2025
AbbVie
9.32%
▲ 231.25%
4
Sell
May 22, 2025
3M
▲ 26.36%
3
Close
May 22, 2025
Coinbase Global
0.1%
▼ 25.56%
2
Sell
May 22, 2025
American Express
7.79%
▲ 35.26%
3
Open
May 22, 2025
AGNC Investment
3.11%
▲ 34.47%
1
Open
May 22, 2025
Goldman Sachs Group
3.68%
▲ 52.59%
1
Open
May 22, 2025
KeyCorp
1.74%
▲ 39.99%
1
Open
May 22, 2025
Altria Group
4.79%
▲ 2.18%
1
Open
May 22, 2025
Annaly Capital
1.9%
▲ 33.30%
1
Open
May 22, 2025
OneMain Holdings
2.83%
▲ 42.45%
1
Open
May 22, 2025
TSMC
6%
▲ 50.60%
1
Open
May 22, 2025