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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #90,934 out of 829,561 TipRanks' Investors
Success Rate
72%
379 out of 529
profitable transactions
Average Return
14.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 25.38%
12-Month Return▲ 44.85%
YTD Return▲ 46.08%
Total Return▲ 130.09%

Best Trade

Opened at
Closed at-
Gain▲ 168.91%

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

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.37%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.19%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.73%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.97%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.78%
Oct 2025
▼ 8.98%
▼ 1.95%
▲ 0.15%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.37%
▲ 11.63%▲ 6.28%▲ 5.21%
▲ 9.25%▲ 5.14%▲ 3.19%
▲ 7.60%▲ 2.30%▲ 5.73%
▲ 2.76%▲ 2.05%▲ 2.23%
▲ 12.88%▲ 3.56%▲ 1.97%
▲ 10.96%▲ 2.38%▲ 6.78%
▼ 8.98%▼ 1.95%▲ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
8.06%
▲ 15.50%
26
Buy
Nov 24, 2025
Oracle
1.98%
▲ 40.83%
3
Sell
Nov 24, 2025
Thermo Fisher
1.74%
▲ 41.65%
2
Sell
Nov 24, 2025
Trinity Capital
5.89%
▼ 0.98%
4
Buy
Nov 24, 2025
Xtrackers Artificial Intelligence and Big Data ETF
0.45%
▲ 1.23%
6
Buy
Nov 21, 2025
BlackRock
11.09%
▲ 40.41%
15
Buy
Nov 18, 2025
Hewlett Packard Enterprise
▲ 12.07%
3
Close
Nov 17, 2025
Realty Income
3.35%
▲ 10.80%
6
Buy
Nov 14, 2025
VanEck Gold Miners ETF
0.08%
▲ 51.52%
15
Sell
Nov 14, 2025
Meta Platforms
6.06%
▼ 6.65%
8
Buy
Nov 07, 2025
FS KKR Capital
▼ 2.12%
9
Close
Nov 06, 2025
Bitcoin
3.9%
▲ 11.24%
8
Buy
Nov 06, 2025
VanEck Morningstar Durable Dividend ETF
3.14%
▲ 4.05%
13
Buy
Nov 06, 2025
0.48%
▼ 23.12%
7
Buy
Nov 06, 2025
CVS Health
▲ 34.05%
15
Close
Oct 29, 2025
VICI Properties
2.56%
▼ 5.38%
3
Buy
Oct 29, 2025
Circle Internet Group, Inc. Class A
▼ 4.83%
3
Close
Oct 29, 2025
VanEck Semiconductor UCITS ETF Accum A USD
3.87%
▲ 30.30%
26
Buy
Oct 17, 2025
JP Morgan Betabuilders U.S. Equity ETF
0.84%
▲ 10.54%
13
Sell
Oct 15, 2025
Ares Capital
8.47%
▲ 16.67%
14
Buy
Oct 14, 2025