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New Portfolio - New Portfolio
ph6601
New PortfolioIndividual Investor
Ranked #48,764 out of 827,189 TipRanks' Investors
Success Rate
112 out of 145
profitable transactions
profitable transactions
Average Return
20.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.79%
6-Month Return▲ 34.95%
12-Month Return▲ 23.43%
YTD Return▲ 25.11%
Total Return▲ 190.72%
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
▼ 1.46%
▼ 0.66%
▲ 0.29%
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%
▼ 1.46%▼ 0.66%▲ 0.29%
Recent Activity
International Business Machines
3.43%
▲ 10.72%
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
1.8%
▼ 36.86%
1
Open
Jun 07, 2025
JPMorgan Chase
0%
▲ 48.65%
6
Open
May 05, 2023
Amazon
26.69%
▲ 81.16%
10
Buy
May 02, 2023
Qualcomm
1.9%
▲ 13.58%
11
Open
May 02, 2023
Microsoft
―
▲ 21.99%
12
Close
May 02, 2023
Verizon
3.06%
▼ 10.43%
10
Open
May 02, 2023
Gilead Sciences
1.36%
▲ 25.40%
4
Open
May 02, 2023
Diamondback
3.09%
▲ 14.97%
1
Open
May 02, 2023
Seagate Tech
0.15%
▲ 428.23%
1
Open
May 02, 2023
Intel
―
▲ 3.68%
4
Close
Feb 04, 2023
Alphabet Class A
47.53%
▲ 91.29%
14
Buy
Jan 17, 2023
Coinbase Global
―
▼ 15.32%
4
Close
Oct 28, 2022
Apple
―
▲ 13.81%
7
Close
Oct 28, 2022