Portfolio #1 - New Portfolio
BEATING THE EXPERTS
Portfolio #1Individual Investor
Ranked #94,210 out of 861,732 TipRanks' Investors
Success Rate
324 out of 451
profitable transactions
profitable transactions
Average Return
23.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.63%
6-Month Return▼ 15.55%
12-Month Return▼ 4.99%
YTD Return▼ 13.40%
Total Return▲ 9.65%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 0.03%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.71%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 11.03%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 8.80%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 6.32%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.23%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 3.35%
May 2026
▲ 10.96%▲ 2.38%▼ 0.03%
▼ 3.68%▲ 0.19%▼ 4.81%
▼ 0.10%▲ 0.08%▼ 1.71%
▲ 4.06%▲ 1.47%▼ 11.03%
▼ 1.26%▼ 0.86%▼ 8.80%
▲ 0.52%▼ 4.94%▼ 6.32%
▲ 16.06%▲ 10.51%▲ 10.23%
▲ 4.83%▲ 1.80%▲ 3.35%
Recent Activity
Microsoft
29.67%
▲ 23.85%
88
Buy
Mar 14, 2026
Fidelity Total Market Index Fund
54.17%
▲ 54.39%
176
Buy
Mar 14, 2026
Fidelity 500 Index Fund
15.92%
▲ 11.36%
3
Buy
Mar 14, 2026
Joby Aviation
0.13%
▲ 1.93%
1
Open
Mar 14, 2026
TMC the metals company Inc.
0.11%
▼ 6.40%
1
Open
Mar 14, 2026
Starbucks
―
▲ 8.59%
42
Close
Jun 25, 2025
NextEra Energy
―
▲ 4.29%
27
Close
Jun 24, 2025
Verizon
―
▲ 3.92%
45
Close
Nov 07, 2024
Viatris
―
▲ 17.99%
8
Close
Mar 07, 2024
Pfizer
―
▼ 24.19%
19
Close
Mar 07, 2024
Hawaiian Electric
―
▼ 63.44%
19
Close
Nov 11, 2023
Mudrick Capital Acquisition II
―
▼ 7.76%
2
Close
Aug 21, 2021
Altria Group
―
▲ 4.45%
9
Close
Feb 10, 2021
Chevron
―
▼ 11.27%
8
Close
Dec 29, 2020
Kinder Morgan
―
▼ 25.37%
5
Close
Jul 28, 2020
Fidelity MSCI Consumer Discretionary Index ETF
―
▲ 16.15%
5
Close
Jul 27, 2020
SPDR Dow Jones Industrial Average ETF Trust
―
▼ 14.48%
3
Close
May 04, 2020
iShares Core Dividend Growth ETF
―
▼ 7.56%
5
Close
May 04, 2020
iShares Core S&P Total U.S. Stock Market ETF
―
▲ 2.29%
2
Close
Dec 17, 2019
Simon Property
―
▼ 2.59%
2
Close
Dec 17, 2019