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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #61,209 out of 820,848 TipRanks' Investors
Success Rate
76%
376 out of 493
profitable transactions
Average Return
16.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 19.50%
12-Month Return▲ 47.71%
YTD Return▲ 36.60%
Total Return▲ 115.18%

Best Trade

Opened at
Closed at-
Gain▲ 148.12%

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

22.60%0-22.60%
▼ 14.82%
▼ 1.27%
▼ 0.53%
Feb 2025
▼ 15.60%
▼ 5.57%
▲ 5.25%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 0.37%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 5.21%
May 2025
▲ 2.59%
▲ 5.14%
▲ 3.19%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 5.73%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 2.23%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 1.97%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 14.82%▼ 1.27%▼ 0.53%
▼ 15.60%▼ 5.57%▲ 5.25%
▼ 3.50%▼ 0.87%▲ 0.37%
▲ 7.77%▲ 6.28%▲ 5.21%
▲ 2.59%▲ 5.14%▲ 3.19%
▲ 22.60%▲ 2.30%▲ 5.73%
▼ 1.95%▲ 2.05%▲ 2.23%
▲ 6.01%▲ 3.56%▲ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golub Capital Bdc
▼ 1.67%
6
Close
Oct 01, 2025
Meta Platforms
6.36%
▲ 13.25%
5
Buy
Oct 01, 2025
Trinity Capital
2.83%
0.00%
1
Open
Oct 01, 2025
Munich Reinsurance
▲ 60.13%
9
Close
Sep 16, 2025
VanEck Morningstar Durable Dividend ETF
2.87%
▲ 4.70%
10
Buy
Sep 16, 2025
0.58%
▼ 2.19%
4
Buy
Sep 13, 2025
Xtrackers Artificial Intelligence and Big Data ETF
0.12%
▲ 4.67%
2
Buy
Sep 12, 2025
VanEck Semiconductor UCITS ETF Accum A USD
3.25%
▲ 26.75%
22
Buy
Sep 04, 2025
VanEck Gold Miners ETF
1.47%
▲ 58.10%
11
Buy
Sep 04, 2025
JP Morgan Betabuilders U.S. Equity ETF
0.93%
▲ 12.09%
10
Buy
Sep 04, 2025
Circle Internet Group, Inc. Class A
0.26%
▼ 4.22%
2
Buy
Aug 26, 2025
iShares Global Energy ETF
3.33%
▲ 5.79%
10
Buy
Aug 16, 2025
Novo Nordisk
3.63%
▲ 1.02%
3
Buy
Jul 31, 2025
Lockheed Martin
2.4%
▲ 10.54%
7
Buy
Jul 22, 2025
Bitcoin
4.94%
▲ 49.73%
7
Buy
Jun 30, 2025
Ares Capital
8.34%
▲ 19.49%
13
Buy
Jun 27, 2025
AbbVie
4.45%
▲ 65.71%
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