New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #136,065 out of 858,889 TipRanks' Investors
Success Rate
18 out of 20
profitable transactions
profitable transactions
Average Return
33.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.14%
6-Month Return▲ 17.84%
12-Month Return▲ 30.48%
YTD Return▲ 11.02%
Total Return▲ 86.50%
Best Trade
Bio
Dividend
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.07%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.34%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.00%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.79%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.56%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.87%
▲ 10.96%▲ 2.38%▲ 2.53%
▼ 3.68%▲ 0.19%▲ 2.63%
▼ 0.10%▲ 0.08%▼ 1.07%
▲ 4.06%▲ 1.47%▲ 6.34%
▼ 1.12%▼ 0.86%▲ 3.00%
▲ 0.60%▼ 4.94%▲ 0.79%
▲ 4.89%▲ 4.48%▲ 0.56%
Recent Activity
Dow Inc
12.5%
▲ 51.62%
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%
▼ 56.14%
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%
▲ 46.90%
1
Open
Dec 22, 2023
Alcoa
―
▲ 3.56%
2
Close
Nov 17, 2023
Energy Transfer
12.5%
▲ 68.78%
1
Open
Nov 17, 2023
Schwab US Dividend Equity ETF
12.5%
▲ 41.52%
1
Open
Nov 17, 2023
JPMorgan Equity Premium Income ETF
12.5%
▲ 28.22%
1
Open
Nov 17, 2023
Covista
―
▲ 42.93%
2
Close
Oct 28, 2023
Universal Technical Institute
―
▲ 5.00%
2
Close
Oct 28, 2023
Alphabet Class C
12.5%
▲ 153.13%
1
Open
Oct 28, 2023
Walmart
12.5%
▲ 139.72%
1
Open
Oct 28, 2023