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New Portfolio - New Portfolio

DB877D61

New Portfolio
Individual Investor
Ranked #234,045 out of 859,299 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
32.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.39%
6-Month Return▲ 9.04%
12-Month Return▲ 27.65%
YTD Return▲ 11.74%
Total Return▲ 274.77%

Best Trade

Opened at
Closed at
Gain▲ 234.09%

Bio

This is just the beginning

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 7.60%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.83%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.03%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.97%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.76%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 1.66%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.33%
▲ 10.96%▲ 2.38%▼ 7.60%
▼ 3.68%▲ 0.19%▲ 3.83%
▼ 0.10%▲ 0.08%▲ 0.18%
▲ 4.06%▲ 1.47%▲ 8.03%
▼ 1.12%▼ 0.86%▲ 7.97%
▲ 0.60%▼ 4.94%▼ 5.76%
▲ 12.62%▲ 7.63%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
19.44%
▲ 16.54%
3
Open
Feb 15, 2024
Kinder Morgan
▼ 0.48%
2
Close
Feb 01, 2024
Altria Group
59.95%
▲ 81.30%
2
Buy
Feb 01, 2024
Annaly Capital
▲ 11.07%
3
Close
Feb 01, 2024
Stag Industrial
▲ 22.53%
2
Close
Feb 01, 2024
ARMOUR Residential REIT
▼ 22.66%
2
Close
Feb 01, 2024
Horizon Technology
▲ 16.68%
3
Close
Feb 01, 2024
Ares Capital
▲ 17.79%
2
Close
Feb 01, 2024
Office Properties Income Trust
▼ 44.37%
3
Close
Feb 01, 2024
Enel Chile SA
▲ 7.35%
2
Close
Feb 01, 2024
UBS Group AG
▲ 46.17%
2
Close
Feb 01, 2024
Credit Suisse
▲ 2.19%
2
Close
Jun 09, 2023
Realty Income
11.66%
▲ 22.01%
1
Open
Apr 12, 2023
Salesforce
▲ 22.84%
2
Close
Jan 27, 2023
Adamas Trust
▼ 6.46%
2
Close
Dec 03, 2022
Two Harbors
▼ 20.82%
2
Close
Dec 03, 2022
Lumen Technologies
▼ 42.88%
2
Close
Dec 03, 2022
Chico's FAS
▲ 226.06%
2
Close
Dec 03, 2022
Energy Transfer
▲ 115.58%
2
Close
Dec 03, 2022
Ford Motor
▲ 50.76%
2
Close
Dec 03, 2022