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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #58,017 out of 802,564 TipRanks' Investors
Success Rate
72%
325 out of 454
profitable transactions
Average Return
12.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.18%
6-Month Return▲ 19.70%
12-Month Return▲ 40.52%
YTD Return▲ 21.62%
Total Return▲ 91.59%

Best Trade

Opened at
Closed at-
Gain▲ 133.09%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.02%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 1.11%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 8.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.25%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.60%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.21%
May 2025
▲ 0.43%
▲ 0.62%
▲ 0.97%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.02%
▲ 5.43%▼ 2.41%▼ 1.11%
▲ 5.99%▲ 2.69%▲ 8.71%
▼ 12.86%▼ 1.27%▼ 0.53%
▼ 1.80%▼ 5.57%▲ 5.25%
▲ 1.76%▼ 0.87%▲ 0.60%
▲ 12.21%▲ 6.28%▲ 5.21%
▲ 0.43%▲ 0.62%▲ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVS Health
1.69%
▲ 2.94%
14
Sell
Jun 05, 2025
Meta Platforms
3.67%
▲ 16.94%
3
Buy
Jun 05, 2025
Shell
0.72%
▲ 2.80%
3
Open
May 30, 2025
Targa Resources
▼ 4.07%
2
Close
May 30, 2025
VanEck Semiconductor UCITS ETF Accum A USD
2.45%
▲ 5.94%
18
Buy
May 24, 2025
VanEck Morningstar Durable Dividend ETF
1.75%
▲ 0.91%
4
Buy
May 24, 2025
VanEck Gold Miners ETF
0.74%
▲ 17.31%
8
Buy
May 24, 2025
JP Morgan Betabuilders U.S. Equity ETF
0.25%
▲ 5.88%
4
Buy
May 24, 2025
Lam Research
▼ 4.10%
3
Close
May 23, 2025
BlackRock
10.58%
▲ 38.32%
14
Buy
May 15, 2025
Devon Energy
▼ 8.94%
6
Close
May 15, 2025
Ares Capital
8.6%
▲ 25.32%
12
Buy
May 15, 2025
Golub Capital Bdc
3.23%
▲ 2.48%
5
Sell
May 15, 2025
Alphabet Class A
▲ 0.90%
6
Close
May 13, 2025
Schlumberger
▲ 2.56%
4
Close
May 12, 2025
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
▲ 0.06%
6
Close
May 12, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▼ 2.12%
6
Close
May 12, 2025
Centrus Energy
▲ 7.07%
2
Close
May 12, 2025
Ripple
▲ 14.90%
2
Close
May 11, 2025
0.28%
▼ 30.80%
1
Open
May 11, 2025