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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #166,454 out of 816,908 TipRanks' Investors
Success Rate
17 out of 20
profitable transactions
profitable transactions
Average Return
23.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.77%
6-Month Return▲ 5.63%
12-Month Return▲ 6.99%
YTD Return▲ 2.02%
Total Return▲ 62.14%
Best Trade
Bio
Dividend
Performance
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 0.15%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.86%
Aug 2025
▲ 1.37%
▲ 0.34%
▲ 1.35%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▲ 0.15%
▲ 4.87%▲ 2.05%▲ 3.86%
▲ 1.37%▲ 0.34%▲ 1.35%
Recent Activity
Dow Inc
12.5%
▼ 7.27%
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
―
▲ 21.67%
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%
▼ 31.19%
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%
▲ 33.68%
1
Open
Dec 22, 2023
Alcoa
―
▲ 3.56%
2
Close
Nov 17, 2023
Energy Transfer
12.5%
▲ 47.16%
1
Open
Nov 17, 2023
Schwab US Dividend Equity ETF
12.5%
▲ 24.45%
1
Open
Nov 17, 2023
JPMorgan Equity Premium Income ETF
12.5%
▲ 20.90%
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%
▲ 88.13%
1
Open
Oct 28, 2023
Walmart
12.5%
▲ 89.29%
1
Open
Oct 28, 2023