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stocks - New Portfolio

PerformancePortfolio Details

Van Brookshire

stocks
Individual Investor
Ranked #53,007 out of 781,066 TipRanks' Investors
Success Rate
74%
292 out of 395
profitable transactions
Average Return
11.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.22%
6-Month Return▲ 9.48%
12-Month Return▲ 51.88%
YTD Return▲ 4.84%
Total Return▲ 64.60%

Best Trade

AssetBitcoin (BTC-USD)
Opened at
Closed at-
Gain▲ 127.64%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.37%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 10.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.94%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.87%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.37%
▲ 8.13%▲ 1.21%▲ 10.23%
▼ 13.14%▲ 2.34%▼ 7.54%
▲ 2.93%▲ 2.10%▲ 0.55%
▲ 10.00%▼ 0.89%▲ 4.00%
▲ 26.04%▲ 5.96%▲ 4.94%
▲ 5.93%▼ 2.41%▼ 0.87%
▲ 9.79%▲ 0.95%▲ 4.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
0.25%
▲ 1.73%
2
Buy
Jan 16, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
0.14%
▲ 1.22%
1
Open
Jan 16, 2025
TDGB
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
―
▲ 13.15%
10
Close
Jan 09, 2025
GGX5
Global X Clean Water ETF
1%
▲ 8.79%
12
Buy
Jan 09, 2025
VVSM
VanEck Semiconductor UCITS ETF Accum A USD
4.39%
▲ 16.94%
14
Buy
Jan 09, 2025
DURA
VanEck Morningstar Durable Dividend ETF
1.23%
▲ 2.24%
1
Open
Jan 09, 2025
AGNC
AGNC Investment
0.57%
▲ 6.67%
3
Open
Jan 07, 2025
TMUS
T Mobile US
―
▼ 4.19%
3
Close
Jan 05, 2025
BLK
BlackRock
9.93%
▲ 45.07%
12
Buy
Dec 19, 2024
OCSL
Oaktree Specialty Lending
―
▼ 13.59%
3
Close
Dec 18, 2024
GBDC
Golub Capital Bdc
7.61%
▲ 2.32%
4
Buy
Dec 18, 2024
PLTR
Palantir Technologies
―
▲ 7.31%
2
Close
Dec 13, 2024
ORCL
Oracle
2.98%
▲ 12.39%
2
Buy
Dec 10, 2024
ADBE
Adobe
―
▼ 1.07%
2
Close
Dec 10, 2024
CVS
CVS Health
2.47%
▼ 16.07%
13
Buy
Dec 03, 2024
A0T
American Tower
1.41%
▼ 3.96%
7
Buy
Dec 03, 2024
IXC
iShares Global Energy ETF
3.45%
▲ 0.28%
6
Buy
Nov 26, 2024
TFC
Truist Financial
―
▼ 0.15%
2
Close
Nov 20, 2024
PFE
Pfizer
―
▼ 7.69%
9
Close
Nov 15, 2024
D
Dominion Energy
2.19%
▼ 2.99%
1
Open
Nov 15, 2024