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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #174,964 out of 812,326 TipRanks' Investors
Success Rate
65%
13 out of 20
profitable transactions
Average Return
51.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.21%
6-Month Return▲ 7.33%
12-Month Return▲ 7.39%
YTD Return▲ 5.79%
Total Return▲ 30.60%

Best Trade

Opened at
Closed at-
Gain▲ 528.63%

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
▲ 1.33%
▲ 0.03%
▲ 0.19%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 1.33%▲ 0.03%▲ 0.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The First Of Long Island
▼ 26.70%
2
Close
May 30, 2025
ConnectOne Bancorp
0.77%
▼ 1.22%
1
Open
May 30, 2025
Store Capital
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.83%
▲ 102.08%
2
Sell
Oct 05, 2021
Enterprise Products Partners
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
3.91%
▲ 102.25%
1
Open
Sep 23, 2021
Invesco Mortgage
1.65%
▼ 50.93%
1
Open
Sep 23, 2021
National Retail Properties
1.37%
▲ 15.68%
1
Open
Sep 23, 2021
Comcast
0.34%
▼ 36.70%
1
Open
Sep 23, 2021
Coca-Cola
2.3%
▲ 45.85%
1
Open
Sep 23, 2021
Icahn Enterprises
2.01%
▼ 63.17%
1
Open
Sep 23, 2021
Altria Group
2.07%
▲ 76.22%
1
Open
Sep 23, 2021
Oneok
26.24%
▲ 63.27%
1
Open
Sep 23, 2021
AbbVie
14.04%
▲ 115.84%
1
Open
Sep 23, 2021
McDonald's
1.67%
▲ 37.01%
1
Open
Sep 23, 2021
Unum Group
7.45%
▲ 222.86%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.37%
▼ 8.46%
1
Open
Sep 23, 2021
Natural Resource PRN
33.99%
▲ 528.63%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 96.37%
1
Open
Sep 23, 2021