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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #107,852 out of 804,570 TipRanks' Investors
Success Rate
18 out of 20
profitable transactions
profitable transactions
Average Return
19.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.07%
6-Month Return▼ 4.62%
12-Month Return▲ 6.16%
YTD Return▼ 5.00%
Total Return▲ 50.98%
Best Trade
Bio
Dividend
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.98%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.54%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.10%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.63%
May 2025
▲ 4.35%
▲ 1.13%
▼ 0.02%
Jun 2025
▲ 25.97%▲ 5.96%▲ 5.98%
▲ 5.10%▼ 2.41%▼ 5.27%
▲ 6.03%▲ 2.69%▲ 4.43%
▼ 12.86%▼ 1.27%▼ 4.31%
▼ 1.80%▼ 5.57%▼ 6.54%
▲ 1.83%▼ 0.87%▲ 0.10%
▲ 12.21%▲ 6.28%▲ 1.63%
▲ 4.35%▲ 1.13%▼ 0.02%
Recent Activity
Dow Inc
12.5%
▲ 3.57%
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%
▼ 36.19%
1
Open
Feb 23, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 10.15%
2
Close
Dec 22, 2023
AT&T
―
▲ 4.09%
2
Close
Dec 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.5%
▲ 23.27%
1
Open
Dec 22, 2023
Alcoa
―
▲ 3.56%
2
Close
Nov 17, 2023
Energy Transfer
12.5%
▲ 48.23%
1
Open
Nov 17, 2023
Schwab US Dividend Equity ETF
12.5%
▲ 19.04%
1
Open
Nov 17, 2023
JPMorgan Equity Premium Income ETF
12.5%
▲ 16.37%
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%
▲ 34.18%
1
Open
Oct 28, 2023
Walmart
12.5%
▲ 80.60%
1
Open
Oct 28, 2023