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New Portfolio - New Portfolio

joshua b

New Portfolio
Individual Investor
Ranked #187,674 out of 822,163 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
52.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 31.88%
12-Month Return▲ 13.70%
YTD Return▲ 17.56%
Total Return▲ 122.49%

Best Trade

Opened at
Closed at-
Gain▲ 531.84%

Bio

new to investing, in the process of building a dividend portfolio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 0.99%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.24%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.13%
Sep 2025
▲ 4.95%
▲ 0.44%
▼ 0.16%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 0.99%
▲ 0.80%▼ 0.87%▼ 5.24%
▲ 11.63%▲ 6.28%▲ 5.21%
▲ 9.25%▲ 5.14%▲ 3.02%
▲ 7.60%▲ 2.30%▲ 2.91%
▲ 2.76%▲ 2.05%▲ 5.32%
▲ 12.88%▲ 3.56%▼ 0.13%
▲ 4.95%▲ 0.44%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nestle SA Reg
0%
▼ 4.62%
1
Open
Jul 10, 2025
GE Healthcare Technologies Inc
4.95%
▲ 23.64%
1
Open
Jan 04, 2023
Energy Transfer
0%
▲ 214.65%
1
Open
Jun 02, 2020
Kraft Heinz
0.43%
▲ 10.11%
1
Open
Nov 21, 2019
Ford Motor
1.4%
▲ 81.97%
2
Buy
Nov 21, 2019
Duke Energy
2.11%
▲ 82.38%
1
Open
Nov 21, 2019
BP
2.35%
▲ 10.10%
3
Open
Nov 21, 2019
Occidental Petroleum
6.08%
▲ 28.84%
1
Open
Nov 21, 2019
Schwab U.S. Large-Cap Growth ETF
▲ 10.54%
2
Close
Nov 21, 2019
Visa
▲ 21.25%
2
Close
Nov 21, 2019
Walgreens Boots Alliance
▲ 0.75%
2
Close
Nov 21, 2019
Anheuser-Busch Inbev Sa
▼ 0.46%
2
Close
Nov 21, 2019
Boeing
3.72%
▼ 38.69%
1
Open
Mar 25, 2019
GE Aerospace
60.74%
▲ 531.84%
1
Open
Mar 25, 2019
Advanced Micro Devices
▼ 20.26%
2
Close
Mar 25, 2019
Amazon
▼ 10.14%
2
Close
Mar 25, 2019
Verizon
▲ 15.70%
2
Close
Mar 25, 2019
T Mobile US
▲ 4.12%
2
Close
Mar 25, 2019
AT&T
▼ 5.97%
2
Close
Mar 25, 2019
General Dynamics
17.28%
▲ 98.85%
1
Open
Sep 25, 2018