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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #151,954 out of 827,347 TipRanks' Investors
Success Rate
75%
15 out of 20
profitable transactions
Average Return
55.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.76%
6-Month Return▲ 7.66%
12-Month Return▼ 1.40%
YTD Return▲ 4.26%
Total Return▲ 28.71%

Best Trade

Opened at
Closed at-
Gain▲ 540.60%

Bio

This is my portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.60%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.05%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.27%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.52%
Oct 2025
▼ 4.30%
▼ 1.63%
▲ 1.68%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 4.60%
▲ 11.63%▲ 6.28%▲ 2.07%
▲ 9.25%▲ 5.14%▲ 8.05%
▲ 7.60%▲ 2.30%▲ 2.27%
▲ 2.76%▲ 2.05%▲ 0.87%
▲ 12.88%▲ 3.56%▲ 0.83%
▲ 10.96%▲ 2.38%▼ 4.52%
▼ 4.30%▼ 1.63%▲ 1.68%

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
0.82%
▲ 6.75%
1
Open
May 30, 2025
Store Capital
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.66%
▲ 86.05%
2
Sell
Oct 05, 2021
Enterprise Products Partners
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
4.26%
▲ 122.15%
1
Open
Sep 23, 2021
Invesco Mortgage
1.68%
▼ 47.53%
1
Open
Sep 23, 2021
NNN REIT
1.32%
▲ 13.93%
1
Open
Sep 23, 2021
Comcast
0.3%
▼ 44.76%
1
Open
Sep 23, 2021
Coca-Cola
2.29%
▲ 47.21%
1
Open
Sep 23, 2021
Icahn Enterprises
1.92%
▼ 62.78%
1
Open
Sep 23, 2021
Altria Group
1.89%
▲ 63.52%
1
Open
Sep 23, 2021
Oneok
23.62%
▲ 49.65%
1
Open
Sep 23, 2021
AbbVie
15.44%
▲ 139.59%
1
Open
Sep 23, 2021
McDonald's
1.62%
▲ 34.09%
1
Open
Sep 23, 2021
Unum Group
8.47%
▲ 270.29%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.4%
▲ 2.19%
1
Open
Sep 23, 2021
Natural Resource PRN
34.3%
▲ 540.60%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 98.09%
1
Open
Sep 23, 2021