New Portfolio - New Portfolio
joshua b
New PortfolioIndividual Investor
Ranked #143,559 out of 858,885 TipRanks' Investors
Success Rate
16 out of 22
profitable transactions
profitable transactions
Average Return
60.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.25%
6-Month Return▲ 11.55%
12-Month Return▲ 32.73%
YTD Return▲ 6.99%
Total Return▲ 143.31%
Best Trade
Bio
new to investing, in the process of building a dividend portfolio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.49%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.29%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.05%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.72%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.13%
▲ 10.96%▲ 2.38%▲ 0.49%
▼ 3.68%▲ 0.19%▲ 1.57%
▼ 0.10%▲ 0.08%▼ 0.01%
▲ 4.06%▲ 1.47%▲ 4.22%
▼ 1.12%▼ 0.86%▲ 6.29%
▲ 0.60%▼ 4.94%▼ 5.05%
▲ 4.89%▲ 4.48%▲ 1.72%
Recent Activity
Nestle SA Reg
0%
▲ 2.57%
1
Open
Jul 10, 2025
GE Healthcare Technologies Inc
4.71%
▲ 21.63%
1
Open
Jan 04, 2023
Energy Transfer
0%
▲ 276.42%
1
Open
Jun 02, 2020
Kraft Heinz
0.37%
▲ 3.18%
1
Open
Nov 21, 2019
Ford Motor
1.38%
▲ 89.36%
2
Buy
Nov 21, 2019
Duke Energy
2.14%
▲ 94.73%
1
Open
Nov 21, 2019
BP
3.02%
▲ 32.54%
3
Open
Nov 21, 2019
Occidental Petroleum
7.53%
▲ 66.50%
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
3.53%
▼ 39.85%
1
Open
Mar 25, 2019
GE Aerospace
60.08%
▲ 547.36%
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
16.32%
▲ 96.62%
1
Open
Sep 25, 2018