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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #174,813 out of 819,158 TipRanks' Investors
Success Rate
70%
14 out of 20
profitable transactions
Average Return
55.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.88%
6-Month Return▲ 6.51%
12-Month Return▲ 6.57%
YTD Return▲ 7.25%
Total Return▲ 32.40%

Best Trade

Opened at
Closed at-
Gain▲ 518.13%

Bio

This is my portfolio

Performance

27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▲ 2.27%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.87%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 0.69%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.92%▲ 2.30%▲ 2.27%
▲ 4.87%▲ 2.05%▲ 0.87%
▲ 9.82%▲ 3.18%▲ 0.69%

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
0.87%
▲ 13.16%
1
Open
May 30, 2025
Store Capital
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.76%
▲ 95.81%
2
Sell
Oct 05, 2021
Enterprise Products Partners
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
4.35%
▲ 127.42%
1
Open
Sep 23, 2021
Invesco Mortgage
1.59%
▼ 52.61%
1
Open
Sep 23, 2021
NNN REIT
1.37%
▲ 16.21%
1
Open
Sep 23, 2021
Comcast
0.34%
▼ 36.86%
1
Open
Sep 23, 2021
Coca-Cola
2.16%
▲ 38.62%
1
Open
Sep 23, 2021
Icahn Enterprises
1.77%
▼ 65.55%
1
Open
Sep 23, 2021
Altria Group
2.11%
▲ 82.85%
1
Open
Sep 23, 2021
Oneok
24.76%
▲ 54.77%
1
Open
Sep 23, 2021
AbbVie
15.64%
▲ 141.47%
1
Open
Sep 23, 2021
McDonald's
1.64%
▲ 35.31%
1
Open
Sep 23, 2021
Unum Group
8.24%
▲ 258.94%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.37%
▼ 6.40%
1
Open
Sep 23, 2021
Natural Resource PRN
33.03%
▲ 518.13%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 96.83%
1
Open
Sep 23, 2021