tiprankstipranks

stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #47,473 out of 788,370 TipRanks' Investors
Success Rate
74%
297 out of 399
profitable transactions
Average Return
14.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.74%
6-Month Return▲ 17.95%
12-Month Return▲ 46.01%
YTD Return▲ 7.09%
Total Return▲ 67.26%

Best Trade

Opened at
Closed at-
Gain▲ 126.88%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 10.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.55%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.96%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.91%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.67%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 10.23%
▼ 13.14%▲ 2.34%▼ 7.53%
▲ 2.93%▲ 2.10%▲ 0.55%
▲ 9.99%▼ 0.89%▲ 3.89%
▲ 26.03%▲ 5.96%▲ 4.96%
▲ 5.97%▼ 2.41%▼ 1.31%
▲ 5.25%▲ 2.69%▲ 8.91%
▼ 9.08%▲ 1.42%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
0.34%
▼ 2.24%
3
Buy
Feb 15, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.37%
▲ 0.95%
3
Buy
Feb 15, 2025
Bitcoin
3.89%
▲ 48.98%
3
Buy
Feb 02, 2025
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
▲ 13.45%
10
Close
Jan 09, 2025
Global X Clean Water ETF
0.96%
▲ 8.11%
12
Buy
Jan 09, 2025
VanEck Semiconductor UCITS ETF Accum A USD
4.12%
▲ 13.46%
14
Buy
Jan 09, 2025
VanEck Morningstar Durable Dividend ETF
1.19%
▲ 3.38%
1
Open
Jan 09, 2025
AGNC Investment
0.59%
▲ 12.35%
3
Open
Jan 07, 2025
T Mobile US
▼ 4.19%
3
Close
Jan 05, 2025
BlackRock
9.17%
▲ 40.63%
12
Buy
Dec 19, 2024
Oaktree Specialty Lending
▼ 13.59%
3
Close
Dec 18, 2024
Golub Capital Bdc
7.45%
▲ 5.18%
4
Buy
Dec 18, 2024
Palantir Technologies
▲ 7.31%
2
Close
Dec 13, 2024
Oracle
2.96%
▲ 17.13%
2
Buy
Dec 10, 2024
Adobe
▼ 1.07%
2
Close
Dec 10, 2024
CVS Health
2.84%
▲ 2.54%
13
Buy
Dec 03, 2024
American Tower
1.33%
▼ 5.48%
7
Buy
Dec 03, 2024
iShares Global Energy ETF
3.23%
▼ 1.64%
6
Buy
Nov 26, 2024
Truist Financial
▼ 0.15%
2
Close
Nov 20, 2024
Pfizer
▼ 7.69%
9
Close
Nov 15, 2024