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New Portfolio - New Portfolio
ph6601
New PortfolioIndividual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
112 out of 145
profitable transactions
profitable transactions
Average Return
17.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.15%
6-Month Return▲ 21.85%
12-Month Return▲ 20.67%
YTD Return▲ 14.52%
Total Return▲ 166.12%
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
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 5.75%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 6.36%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 1.62%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 7.25%
May 2025
▲ 10.82%
▲ 5.14%
▲ 5.73%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 3.72%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 2.21%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 3.15%
Sep 2025
▲ 1.65%▼ 1.27%▼ 5.75%
▼ 4.94%▼ 5.57%▼ 6.36%
▲ 1.11%▼ 0.87%▼ 1.62%
▲ 14.06%▲ 6.28%▲ 7.25%
▲ 10.82%▲ 5.14%▲ 5.73%
▲ 7.00%▲ 2.30%▲ 3.72%
▲ 2.23%▲ 2.05%▲ 2.21%
▲ 11.44%▲ 2.88%▲ 3.15%
Recent Activity
International Business Machines
3.43%
▲ 8.99%
10
Open
Jun 07, 2025
Lincoln National
―
▲ 84.43%
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
―
▼ 9.44%
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
2.12%
▼ 31.94%
1
Open
Jun 07, 2025
JPMorgan Chase
0%
▲ 48.86%
6
Open
May 05, 2023
Amazon
26.48%
▲ 63.83%
10
Buy
May 02, 2023
Qualcomm
2.04%
▲ 12.97%
11
Open
May 02, 2023
Microsoft
―
▲ 21.99%
12
Close
May 02, 2023
Verizon
3.68%
▼ 9.06%
10
Open
May 02, 2023
Gilead Sciences
1.35%
▲ 20.28%
4
Open
May 02, 2023
Diamondback
3.57%
▲ 21.08%
1
Open
May 02, 2023
Seagate Tech
0.13%
▲ 311.30%
1
Open
May 02, 2023
Intel
―
▲ 3.68%
4
Close
Feb 04, 2023
Alphabet Class A
45.15%
▲ 75.03%
14
Buy
Jan 17, 2023
Coinbase Global
―
▼ 15.32%
4
Close
Oct 28, 2022
Apple
―
▲ 13.81%
7
Close
Oct 28, 2022