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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #156,189 out of 833,817 TipRanks' Investors
Success Rate
187 out of 262
profitable transactions
profitable transactions
Average Return
4.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.06%
6-Month Return▲ 9.54%
12-Month Return▲ 9.04%
YTD Return▲ 10.84%
Total Return▲ 29.72%
Best Trade
Bio
A dividend seeker with stability.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.57%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.90%
Nov 2025
▲ 1.45%
▲ 1.32%
▼ 2.32%
Dec 2025
▲ 11.63%▲ 6.28%▲ 1.69%
▲ 9.25%▲ 5.14%▲ 1.57%
▲ 7.60%▲ 2.30%▼ 1.94%
▲ 2.76%▲ 2.05%▲ 4.87%
▲ 12.88%▲ 3.56%▲ 4.34%
▲ 10.96%▲ 2.38%▲ 0.33%
▼ 3.57%▲ 0.19%▲ 4.90%
▲ 1.45%▲ 1.32%▼ 2.32%
Recent Activity
Brookfield Infrastructure
16.44%
▲ 30.14%
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
―
▲ 1.60%
6
Close
Oct 17, 2020
ALPS Clean Energy ETF
―
▲ 70.23%
2
Close
Oct 17, 2020
iShares Core S&P U.S. Growth ETF
―
▲ 20.99%
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
28.07%
▲ 91.46%
1
Open
Aug 26, 2020
Easterly Government Properties
4%
▼ 22.97%
3
Open
Aug 26, 2020
Medical Properties
2.37%
▼ 25.22%
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