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New Portfolio - New Portfolio

PerformancePortfolio Details

ph6601

New Portfolio
Individual Investor
Ranked #49,360 out of 858,800 TipRanks' Investors
Success Rate
77%
111 out of 145
profitable transactions
Average Return
23.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.79%
6-Month Return▲ 16.43%
12-Month Return▲ 44.67%
YTD Return▲ 1.83%
Total Return▲ 201.18%

Best Trade

AssetSeagate Tech (STX)
Opened at
Closed at-
Gain▲ 854.07%

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%
▲ 12.88%
▲ 3.56%
▲ 3.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.09%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.59%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.92%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.60%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 8.61%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.01%
▲ 10.96%▲ 2.38%▲ 9.09%
▼ 3.68%▲ 0.19%▲ 2.31%
▼ 0.10%▲ 0.08%▼ 0.28%
▲ 4.06%▲ 1.47%▲ 5.59%
▼ 1.12%▼ 0.86%▼ 6.92%
▲ 0.60%▼ 4.94%▼ 4.60%
▲ 4.98%▲ 4.55%▲ 8.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IBM
International Business Machines
2.47%
▲ 6.25%
10
Open
Jun 07, 2025
LNC
Lincoln National
―
▲ 84.44%
2
Close
Jun 07, 2025
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
―
▲ 4.00%
2
Close
Jun 07, 2025
DVY
iShares Select Dividend ETF
―
▲ 23.96%
2
Close
Jun 07, 2025
SPTL
SPDR Portfolio Long Term Treasury ETF
―
▼ 9.44%
2
Close
Jun 07, 2025
VIGI
Vanguard International Dividend Appreciation ETF
―
▲ 24.68%
2
Close
Jun 07, 2025
CALY
Callaway Golf
―
▼ 55.56%
2
Close
Jun 07, 2025
LULU
Lululemon Athletica
1.74%
▼ 35.72%
1
Open
Jun 07, 2025
JPM
JPMorgan Chase
0%
▲ 48.63%
6
Open
May 05, 2023
AMZN
Amazon
24.38%
▲ 74.16%
10
Buy
May 02, 2023
QCOM
Qualcomm
1.33%
▲ 6.90%
11
Open
May 02, 2023
MSFT
Microsoft
―
▲ 21.99%
12
Close
May 02, 2023
VZ
Verizon
3.49%
▼ 6.48%
10
Open
May 02, 2023
GILD
Gilead Sciences
1.48%
▲ 34.67%
4
Open
May 02, 2023
FANG
Diamondback
3.89%
▲ 54.13%
1
Open
May 02, 2023
STX
Seagate Tech
0.26%
▲ 854.07%
1
Open
May 02, 2023
INTC
Intel
―
▲ 3.68%
4
Close
Feb 04, 2023
GOOGL
Alphabet Class A
50.52%
▲ 105.82%
14
Buy
Jan 17, 2023
COIN
Coinbase Global
―
▼ 15.32%
4
Close
Oct 28, 2022
AAPL
Apple
―
▲ 13.81%
7
Close
Oct 28, 2022