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New Portfolio - New Portfolio
joshua b
New PortfolioIndividual Investor
Ranked #163,995 out of 815,967 TipRanks' Investors
Success Rate
15 out of 22
profitable transactions
profitable transactions
Average Return
50.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.93%
6-Month Return▲ 12.43%
12-Month Return▲ 11.57%
YTD Return▲ 17.90%
Total Return▲ 123.14%
Best Trade
Bio
new to investing, in the process of building a dividend portfolio
Performance
27.87%0-27.87%
▲ 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
▲ 27.87%
▲ 2.30%
▲ 2.91%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 5.32%
Aug 2025
▲ 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%
▲ 27.87%▲ 2.30%▲ 2.91%
▲ 7.86%▲ 2.66%▲ 5.32%
Recent Activity
Nestle SA Reg
0%
▼ 3.54%
1
Open
Jul 10, 2025
GE Healthcare Technologies Inc
5.2%
▲ 22.38%
1
Open
Jan 04, 2023
Energy Transfer
0%
▲ 234.47%
1
Open
Jun 02, 2020
Kraft Heinz
0.5%
▲ 21.16%
1
Open
Nov 21, 2019
Ford Motor
1.47%
▲ 79.68%
2
Buy
Nov 21, 2019
Duke Energy
2.18%
▲ 77.92%
1
Open
Nov 21, 2019
BP
2.51%
▲ 10.56%
3
Open
Nov 21, 2019
Occidental Petroleum
6.78%
▲ 34.60%
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
4.18%
▼ 35.13%
1
Open
Mar 25, 2019
GE Aerospace
58.82%
▲ 475.56%
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
17.34%
▲ 87.93%
1
Open
Sep 25, 2018