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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #159,179 out of 815,805 TipRanks' Investors
Success Rate
14 out of 20
profitable transactions
profitable transactions
Average Return
54.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.21%
6-Month Return▲ 3.04%
12-Month Return▲ 5.09%
YTD Return▲ 5.74%
Total Return▲ 30.54%
Best Trade
Bio
This is my portfolio
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▼ 2.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.60%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.07%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.05%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.27%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 0.13%
Aug 2025
▲ 6.03%▲ 2.69%▼ 2.73%
▼ 12.86%▼ 1.27%▲ 5.50%
▼ 1.80%▼ 5.57%▼ 4.38%
▲ 1.84%▼ 0.87%▼ 4.60%
▲ 12.20%▲ 6.28%▲ 2.07%
▲ 6.24%▲ 5.14%▲ 8.05%
▲ 27.87%▲ 2.30%▲ 2.27%
▲ 7.86%▲ 2.66%▲ 0.13%
Recent Activity
The First Of Long Island
―
▼ 26.70%
2
Close
May 30, 2025
ConnectOne Bancorp
0.85%
▲ 12.02%
1
Open
May 30, 2025
Store Capital
―
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.78%
▲ 99.20%
2
Sell
Oct 05, 2021
Enterprise Products Partners
―
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
4.03%
▲ 111.10%
1
Open
Sep 23, 2021
Invesco Mortgage
1.67%
▼ 49.89%
1
Open
Sep 23, 2021
National Retail Properties
1.36%
▲ 16.37%
1
Open
Sep 23, 2021
Comcast
0.36%
▼ 32.91%
1
Open
Sep 23, 2021
Coca-Cola
2.2%
▲ 41.56%
1
Open
Sep 23, 2021
Icahn Enterprises
1.85%
▼ 63.75%
1
Open
Sep 23, 2021
Altria Group
2.14%
▲ 84.18%
1
Open
Sep 23, 2021
Oneok
26.08%
▲ 64.16%
1
Open
Sep 23, 2021
AbbVie
14.52%
▲ 125.68%
1
Open
Sep 23, 2021
McDonald's
1.68%
▲ 38.93%
1
Open
Sep 23, 2021
Unum Group
7.45%
▲ 226.49%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.37%
▼ 5.20%
1
Open
Sep 23, 2021
Natural Resource PRN
33.65%
▲ 534.16%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 97.62%
1
Open
Sep 23, 2021