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New Portfolio - New Portfolio

Peter

New Portfolio
Individual Investor
Ranked #83,494 out of 822,831 TipRanks' Investors
Success Rate
67%
63 out of 94
profitable transactions
Average Return
30.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.69%
6-Month Return▲ 20.66%
12-Month Return▲ 13.84%
YTD Return▲ 11.46%
Total Return▲ 90.21%

Best Trade

Opened at
Closed at
Gain▲ 332.58%

Bio

One share shows LEAP Options, not stock.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.03%
Apr 2025
▲ 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
▲ 5.92%
▼ 1.98%
▼ 1.22%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.15%
▲ 0.80%▼ 0.87%▼ 3.03%
▲ 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%
▲ 5.92%▼ 1.98%▼ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
0.09%
▼ 13.76%
4
Sell
Jul 02, 2025
Tesla
▲ 43.86%
3
Close
Jun 01, 2025
Amazon
4.57%
▲ 94.23%
4
Buy
May 22, 2025
Apple
0.1%
▲ 156.43%
4
Sell
May 22, 2025
International Business Machines
0.12%
▲ 179.68%
3
Sell
May 22, 2025
PepsiCo
12.69%
▲ 22.62%
3
Buy
May 22, 2025
Verizon
8.42%
▼ 8.87%
4
Sell
May 22, 2025
Enterprise Products Partners
5.21%
▲ 89.00%
4
Buy
May 22, 2025
Constellation Brands
0.06%
▼ 17.46%
3
Sell
May 22, 2025
AbbVie
9.75%
▲ 232.62%
4
Sell
May 22, 2025
3M
▲ 26.36%
3
Close
May 22, 2025
Coinbase Global
0.15%
▲ 7.21%
2
Sell
May 22, 2025
American Express
6.69%
▲ 23.96%
3
Open
May 22, 2025
AGNC Investment
2.94%
▲ 20.10%
1
Open
May 22, 2025
Goldman Sachs Group
3.23%
▲ 29.09%
1
Open
May 22, 2025
KeyCorp
1.45%
▲ 12.27%
1
Open
May 22, 2025
Altria Group
5.63%
▲ 16.00%
1
Open
May 22, 2025
Annaly Capital
1.74%
▲ 17.65%
1
Open
May 22, 2025
OneMain Holdings
2.21%
▲ 5.54%
1
Open
May 22, 2025
TSMC
5.93%
▲ 43.82%
1
Open
May 22, 2025