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New Portfolio - New Portfolio

Peter

New Portfolio
Individual Investor
Ranked #75,221 out of 808,802 TipRanks' Investors
Success Rate
67%
63 out of 94
profitable transactions
Average Return
27.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.40%
6-Month Return▲ 8.82%
12-Month Return▲ 18.07%
YTD Return▲ 9.32%
Total Return▲ 86.56%

Best Trade

Opened at
Closed at
Gain▲ 332.57%

Bio

One share shows LEAP Options, not stock.

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.57%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.83%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.24%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.30%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.57%
▲ 6.03%▲ 2.69%▲ 3.60%
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 3.15%
▲ 1.84%▼ 0.87%▼ 3.03%
▲ 12.20%▲ 6.28%▲ 4.83%
▲ 6.24%▲ 5.14%▲ 4.24%
▲ 14.83%▲ 1.65%▲ 3.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
0.1%
▼ 5.46%
4
Sell
Jul 02, 2025
Tesla
▲ 43.86%
3
Close
Jun 01, 2025
Amazon
4.9%
▲ 100.98%
4
Buy
May 22, 2025
Apple
0.09%
▲ 119.33%
4
Sell
May 22, 2025
International Business Machines
0.12%
▲ 181.98%
3
Sell
May 22, 2025
PepsiCo
12.74%
▲ 17.68%
3
Buy
May 22, 2025
Verizon
8.97%
▼ 7.94%
4
Sell
May 22, 2025
Enterprise Products Partners
5.47%
▲ 88.43%
4
Buy
May 22, 2025
Constellation Brands
0.08%
▼ 0.41%
3
Sell
May 22, 2025
AbbVie
8.38%
▲ 176.20%
4
Sell
May 22, 2025
3M
▲ 26.36%
3
Close
May 22, 2025
Coinbase Global
0.18%
▲ 23.35%
2
Sell
May 22, 2025
American Express
6.91%
▲ 23.66%
3
Open
May 22, 2025
AGNC Investment
2.85%
▲ 8.15%
1
Open
May 22, 2025
Goldman Sachs Group
3.09%
▲ 18.58%
1
Open
May 22, 2025
KeyCorp
1.61%
▲ 18.64%
1
Open
May 22, 2025
Altria Group
5.08%
▼ 0.53%
1
Open
May 22, 2025
Annaly Capital
1.73%
▲ 9.23%
1
Open
May 22, 2025
OneMain Holdings
2.52%
▲ 14.28%
1
Open
May 22, 2025
TSMC
5.38%
▲ 25.53%
1
Open
May 22, 2025