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New Portfolio - New Portfolio
joshua b
New PortfolioIndividual Investor
Ranked #157,562 out of 808,558 TipRanks' Investors
Success Rate
15 out of 22
profitable transactions
profitable transactions
Average Return
45.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.22%
6-Month Return▲ 9.00%
12-Month Return▲ 3.47%
YTD Return▲ 12.44%
Total Return▲ 112.81%
Best Trade
Bio
new to investing, in the process of building a dividend portfolio
Performance
14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 4.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.99%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.24%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.02%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 3.37%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.42%
▲ 6.03%▲ 2.69%▲ 3.65%
▼ 12.86%▼ 1.27%▲ 1.17%
▼ 1.80%▼ 5.57%▲ 0.99%
▲ 1.84%▼ 0.87%▼ 5.24%
▲ 12.20%▲ 6.28%▲ 5.21%
▲ 6.24%▲ 5.14%▲ 3.02%
▲ 14.45%▲ 1.03%▲ 3.37%
Recent Activity
Nestle SA Reg
0%
▼ 1.24%
1
Open
Jul 10, 2025
GE Healthcare Technologies Inc
5.56%
▲ 25.18%
1
Open
Jan 04, 2023
Energy Transfer
0%
▲ 223.02%
1
Open
Jun 02, 2020
Kraft Heinz
0.51%
▲ 17.74%
1
Open
Nov 21, 2019
Ford Motor
1.46%
▲ 69.33%
2
Buy
Nov 21, 2019
Duke Energy
2.19%
▲ 69.62%
1
Open
Nov 21, 2019
BP
2.38%
▲ 3.91%
3
Open
Nov 21, 2019
Occidental Petroleum
6.35%
▲ 20.52%
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
4.28%
▼ 36.45%
1
Open
Mar 25, 2019
GE Aerospace
59.45%
▲ 456.70%
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
16.75%
▲ 73.70%
1
Open
Sep 25, 2018