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New Portfolio - New Portfolio

S D

New Portfolio
Individual Investor
Ranked #149,627 out of 858,896 TipRanks' Investors
Success Rate
70%
14 out of 20
profitable transactions
Average Return
68.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.77%
6-Month Return▲ 1.30%
12-Month Return▲ 20.03%
YTD Return▲ 1.75%
Total Return▲ 31.77%

Best Trade

Opened at
Closed at-
Gain▲ 636.02%

Bio

This is my portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.27%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.75%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.87%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.90%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.83%
▲ 10.96%▲ 2.38%▼ 4.53%
▼ 3.68%▲ 0.19%▲ 2.27%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▲ 3.25%
▼ 1.12%▼ 0.86%▲ 3.75%
▲ 0.60%▼ 4.94%▼ 5.87%
▲ 4.89%▲ 4.48%▲ 0.90%

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
0.85%
▲ 25.07%
1
Open
May 30, 2025
Store Capital
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.56%
▲ 98.15%
2
Sell
Oct 05, 2021
Enterprise Products Partners
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
4.42%
▲ 159.09%
1
Open
Sep 23, 2021
Invesco Mortgage
1.64%
▼ 38.05%
1
Open
Sep 23, 2021
NNN REIT
1.29%
▲ 25.25%
1
Open
Sep 23, 2021
Comcast
0.27%
▼ 38.37%
1
Open
Sep 23, 2021
Coca-Cola
2.26%
▲ 63.91%
1
Open
Sep 23, 2021
Icahn Enterprises
1.49%
▼ 63.73%
1
Open
Sep 23, 2021
Altria Group
1.97%
▲ 96.58%
1
Open
Sep 23, 2021
Oneok
26.87%
▲ 91.98%
1
Open
Sep 23, 2021
AbbVie
13.17%
▲ 129.16%
1
Open
Sep 23, 2021
McDonald's
1.49%
▲ 38.38%
1
Open
Sep 23, 2021
Unum Group
7.47%
▲ 265.50%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.32%
▼ 7.13%
1
Open
Sep 23, 2021
Natural Resource PRN
34.92%
▲ 636.02%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 99.40%
1
Open
Sep 23, 2021