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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #92,499 out of 804,211 TipRanks' Investors
Success Rate
187 out of 262
profitable transactions
profitable transactions
Average Return
4.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.61%
6-Month Return▲ 0.31%
12-Month Return▲ 1.28%
YTD Return▼ 0.59%
Total Return▲ 16.35%
Best Trade
Bio
A dividend seeker with stability.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.25%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.17%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.44%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 7.58%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.69%
May 2025
▲ 5.75%
▲ 2.25%
▲ 0.87%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.25%
▲ 5.10%▼ 2.41%▼ 6.17%
▲ 6.03%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 3.21%
▼ 1.80%▼ 5.57%▼ 2.44%
▲ 1.83%▼ 0.87%▼ 7.58%
▲ 12.21%▲ 6.28%▲ 1.69%
▲ 5.75%▲ 2.25%▲ 0.87%
Recent Activity
Brookfield Infrastructure
17.27%
▲ 24.24%
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
28.21%
▲ 71.98%
1
Open
Aug 26, 2020
Easterly Government Properties
4.74%
▼ 22.36%
3
Open
Aug 26, 2020
Medical Properties
2.32%
▼ 28.75%
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
―
▲ 9.84%
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