New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #43,282 out of 794,584 TipRanks' Investors
Success Rate
71%
187 out of 262
profitable transactions
Average Return
3.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.59%
6-Month Return▼ 9.79%
12-Month Return▼ 0.22%
YTD Return▼ 4.35%
Total Return▲ 11.94%

Best Trade

Opened at
Closed at
Gain▲ 103.04%

Bio

A dividend seeker with stability.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.83%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.25%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.17%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.43%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 8.79%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.10%
▲ 10.00%▼ 0.89%▼ 4.83%
▲ 26.01%▲ 5.96%▲ 4.25%
▲ 5.33%▼ 2.41%▼ 6.17%
▲ 5.87%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 3.22%
▼ 1.80%▼ 5.57%▼ 2.43%
▼ 9.96%▼ 9.67%▼ 8.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Infrastructure
16.11%
▲ 12.15%
4
Sell
Jan 28, 2025
Casella Waste
▲ 88.28%
2
Close
Jan 28, 2025
Plug Power
▼ 84.98%
2
Close
Jan 28, 2025
PaySign
▼ 31.63%
4
Close
Jan 28, 2025
Invesco Dynamic Large Cap Growth ETF
▲ 103.04%
2
Close
Jan 28, 2025
Schwab U.S. Large-Cap Growth ETF
▲ 1.61%
6
Close
Oct 17, 2020
ALPS Clean Energy ETF
▲ 70.23%
2
Close
Oct 17, 2020
iShares Core S&P U.S. Growth ETF
▲ 20.98%
2
Close
Oct 17, 2020
Emerging Markets Internet & Ecommerce ETF
▼ 1.27%
2
Close
Oct 17, 2020
Invesco China Technology ETF
▲ 1.78%
2
Close
Oct 17, 2020
Global X MSCI China Consumer Discretionary ETF
▲ 7.80%
2
Close
Oct 17, 2020
Distillate US Fundamental Stability & Value ETF
29.05%
▲ 58.37%
1
Open
Aug 26, 2020
Easterly Government Properties
5.88%
▼ 20.14%
3
Open
Aug 26, 2020
Medical Properties
3.06%
▼ 25.55%
3
Open
Aug 26, 2020
Icahn Enterprises
▲ 15.43%
4
Close
Aug 26, 2020
Blackstone Group
▲ 15.63%
6
Close
Aug 26, 2020
OShares U.S. Quality Dividend ETF
▲ 5.46%
8
Close
Aug 26, 2020
WisdomTree US Quality Dividend Growth Fund
▲ 9.85%
4
Close
Aug 26, 2020
Fidelity MSCI Utilities Index ETF
▲ 2.83%
4
Close
Aug 26, 2020
Fidelity MSCI Real Estate Index ETF
▲ 7.58%
4
Close
Aug 26, 2020