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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #54,269 out of 815,981 TipRanks' Investors
Success Rate
76%
371 out of 486
profitable transactions
Average Return
15.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 10.67%
12-Month Return▲ 48.59%
YTD Return▲ 33.96%
Total Return▲ 111.03%

Best Trade

Opened at
Closed at-
Gain▲ 134.00%

Bio

Looking for solid dividend stocks in the finance and healthcare sectors, as well as growth stocks in the technology and industrial sectors. I appreciate businesses that successfully operate across several sectors at once.

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 8.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.25%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.19%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 5.73%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 2.23%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 8.64%
▼ 12.86%▼ 1.27%▼ 0.53%
▼ 1.80%▼ 5.57%▲ 5.25%
▲ 1.84%▼ 0.87%▲ 0.37%
▲ 12.20%▲ 6.28%▲ 5.21%
▲ 6.24%▲ 5.14%▲ 3.19%
▲ 27.87%▲ 2.30%▲ 5.73%
▲ 7.88%▲ 2.05%▲ 2.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Circle Internet Group, Inc. Class A
0.26%
▼ 4.65%
2
Buy
Aug 26, 2025
VanEck Semiconductor UCITS ETF Accum A USD
2.86%
▲ 14.05%
21
Buy
Aug 16, 2025
iShares Global Energy ETF
3.42%
▲ 6.35%
10
Buy
Aug 16, 2025
VanEck Morningstar Durable Dividend ETF
2.9%
▲ 6.33%
9
Buy
Aug 16, 2025
VanEck Gold Miners ETF
1.05%
▲ 34.01%
10
Buy
Aug 16, 2025
JP Morgan Betabuilders U.S. Equity ETF
0.86%
▲ 9.17%
9
Buy
Aug 16, 2025
0.56%
▼ 4.26%
3
Buy
Aug 16, 2025
Xtrackers Artificial Intelligence and Big Data ETF
0.06%
▼ 0.54%
1
Open
Aug 16, 2025
Novo Nordisk
3.77%
▲ 2.78%
3
Buy
Jul 31, 2025
Lockheed Martin
2.24%
▲ 0.16%
7
Buy
Jul 22, 2025
Bitcoin
4.75%
▲ 41.10%
7
Buy
Jun 30, 2025
Ares Capital
9.34%
▲ 28.32%
13
Buy
Jun 27, 2025
Munich Reinsurance
3.12%
▲ 69.20%
8
Sell
Jun 26, 2025
AbbVie
4.13%
▲ 50.58%
15
Buy
Jun 17, 2025
American Tower
▼ 1.39%
8
Close
Jun 17, 2025
▼ 25.10%
2
Close
Jun 11, 2025
Shell
▲ 4.70%
4
Close
Jun 10, 2025
Realty Income
2.31%
▲ 16.60%
5
Sell
Jun 10, 2025
Thermo Fisher
2.42%
▲ 18.98%
1
Open
Jun 10, 2025
CVS Health
1.79%
▲ 20.68%
14
Sell
Jun 05, 2025