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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #167,007 out of 813,692 TipRanks' Investors
Success Rate
17 out of 20
profitable transactions
profitable transactions
Average Return
20.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.23%
6-Month Return▼ 7.28%
12-Month Return▲ 2.59%
YTD Return▼ 2.50%
Total Return▲ 54.95%
Best Trade
Bio
Dividend
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 4.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.63%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.85%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 0.15%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 0.60%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.43%
▼ 12.86%▼ 1.27%▼ 4.31%
▼ 1.80%▼ 5.57%▼ 6.54%
▲ 1.84%▼ 0.87%▲ 0.10%
▲ 12.20%▲ 6.28%▲ 1.63%
▲ 6.24%▲ 5.14%▲ 1.85%
▲ 27.89%▲ 2.30%▲ 0.15%
▲ 8.10%▲ 1.80%▲ 0.60%
Recent Activity
Dow Inc
12.5%
▼ 12.84%
1
Open
Apr 16, 2025
Procter & Gamble
―
▲ 16.67%
2
Close
Feb 06, 2025
Coca-Cola
―
▲ 14.94%
2
Close
Feb 06, 2025
Brookfield Infrastructure
―
▲ 29.33%
2
Close
Feb 06, 2025
Eastman Chemical
―
▲ 20.87%
2
Close
Feb 06, 2025
Brookfield Infrastructure
―
▲ 21.68%
2
Close
Feb 06, 2025
Atlantica Sustainable Infrastructure
―
▲ 28.24%
2
Close
Dec 11, 2024
Cisco Systems
―
▼ 0.75%
2
Close
Jun 01, 2024
SentinelOne
12.5%
▼ 38.28%
1
Open
Feb 23, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 10.16%
2
Close
Dec 22, 2023
AT&T
―
▲ 4.09%
2
Close
Dec 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.5%
▲ 32.66%
1
Open
Dec 22, 2023
Alcoa
―
▲ 3.56%
2
Close
Nov 17, 2023
Energy Transfer
12.5%
▲ 45.89%
1
Open
Nov 17, 2023
Schwab US Dividend Equity ETF
12.5%
▲ 23.05%
1
Open
Nov 17, 2023
JPMorgan Equity Premium Income ETF
12.5%
▲ 19.93%
1
Open
Nov 17, 2023
Adtalem Global Education
―
▲ 42.93%
2
Close
Oct 28, 2023
Universal Technical Institute
―
▲ 5.00%
2
Close
Oct 28, 2023
Alphabet Class C
12.5%
▲ 63.92%
1
Open
Oct 28, 2023
Walmart
12.5%
▲ 88.33%
1
Open
Oct 28, 2023