Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
ph6601
New PortfolioIndividual Investor
Ranked #48,801 out of 830,069 TipRanks' Investors
Success Rate
112 out of 145
profitable transactions
profitable transactions
Average Return
20.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.60%
6-Month Return▲ 26.91%
12-Month Return▲ 27.62%
YTD Return▲ 26.27%
Total Return▲ 193.41%
Best Trade
Bio
Stocks and ETFs. All equities were purchased 3/23/20 with exception of JPM and VZ (long term holdings). Added FLIR in April and sold BAX and IYY at profit from 3/23 purchases. ETFs acquired over past 3-4 years with some additions in March.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.62%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.09%
Oct 2025
▼ 5.03%
▼ 0.35%
▲ 1.22%
Nov 2025
▲ 0.80%▼ 0.87%▼ 1.62%
▲ 11.63%▲ 6.28%▲ 7.25%
▲ 9.25%▲ 5.14%▲ 5.73%
▲ 7.60%▲ 2.30%▲ 3.72%
▲ 2.76%▲ 2.05%▲ 2.21%
▲ 12.88%▲ 3.56%▲ 3.01%
▲ 10.96%▲ 2.38%▲ 9.09%
▼ 5.03%▼ 0.35%▲ 1.22%
Recent Activity
International Business Machines
3.18%
▲ 10.26%
10
Open
Jun 07, 2025
Lincoln National
―
▲ 84.44%
2
Close
Jun 07, 2025
SPDR Portfolio Long Term Corporate Bond ETF
―
▲ 4.00%
2
Close
Jun 07, 2025
iShares Select Dividend ETF
―
▲ 23.96%
2
Close
Jun 07, 2025
SPDR Portfolio Long Term Treasury ETF
―
▼ 9.45%
2
Close
Jun 07, 2025
Vanguard International Dividend Appreciation ETF
―
▲ 24.68%
2
Close
Jun 07, 2025
Topgolf Callaway Brands
―
▼ 55.56%
2
Close
Jun 07, 2025
Lululemon Athletica
1.91%
▼ 29.76%
1
Open
Jun 07, 2025
JPMorgan Chase
0%
▲ 47.53%
6
Open
May 05, 2023
Amazon
24.04%
▲ 70.82%
10
Buy
May 02, 2023
Qualcomm
1.73%
▲ 12.35%
11
Open
May 02, 2023
Microsoft
―
▲ 21.99%
12
Close
May 02, 2023
Verizon
3%
▼ 9.96%
10
Open
May 02, 2023
Gilead Sciences
1.34%
▲ 27.27%
4
Open
May 02, 2023
Diamondback
3.13%
▲ 22.78%
1
Open
May 02, 2023
Seagate Tech
0.14%
▲ 416.48%
1
Open
May 02, 2023
Intel
―
▲ 3.68%
4
Close
Feb 04, 2023
Alphabet Class A
51.03%
▲ 106.26%
14
Buy
Jan 17, 2023
Coinbase Global
―
▼ 15.32%
4
Close
Oct 28, 2022
Apple
―
▲ 13.81%
7
Close
Oct 28, 2022