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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #140,414 out of 818,099 TipRanks' Investors
Success Rate
187 out of 262
profitable transactions
profitable transactions
Average Return
4.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.29%
6-Month Return▲ 3.07%
12-Month Return▼ 1.66%
YTD Return▲ 6.57%
Total Return▲ 24.72%
Best Trade
Bio
A dividend seeker with stability.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 3.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.44%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.58%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.69%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.57%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.87%
Aug 2025
▲ 7.12%
▲ 1.92%
▲ 3.15%
Sep 2025
▼ 12.86%▼ 1.27%▲ 3.21%
▼ 1.80%▼ 5.57%▼ 2.44%
▲ 1.84%▼ 0.87%▼ 7.58%
▲ 12.20%▲ 6.28%▲ 1.69%
▲ 6.24%▲ 5.14%▲ 1.57%
▲ 27.87%▲ 2.30%▼ 1.94%
▲ 4.87%▲ 2.05%▲ 4.87%
▲ 7.12%▲ 1.92%▲ 3.15%
Recent Activity
Brookfield Infrastructure
15.31%
▲ 20.04%
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
―
▲ 70.24%
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
28.79%
▲ 83.92%
1
Open
Aug 26, 2020
Easterly Government Properties
4.72%
▼ 20.75%
3
Open
Aug 26, 2020
Medical Properties
2.56%
▼ 25.24%
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