tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #22,731 out of 732,952 TipRanks' Investors
Success Rate
73%
386 out of 532
profitable transactions
Average Return
22.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.29%
6-Month Return▲ 20.99%
12-Month Return▲ 23.75%
YTD Return▲ 7.77%
Total Return▲ 62.09%

Best Trade

Opened at
Closed at-
Gain▲ 255.37%

Bio

barbell focused on alpha

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.11%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 2.13%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.30%
▲ 9.22%▲ 9.13%▲ 7.11%
▲ 5.14%▲ 4.57%▲ 6.23%
▼ 1.87%▲ 1.59%▲ 0.71%
▲ 14.08%▲ 5.22%▲ 3.55%
▲ 5.05%▲ 3.27%▲ 5.08%
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 5.65%▲ 3.02%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
6a01zsr1hde
6a01zsr1hde
6a01zsr1hde
6a01zsr1hde
6a01zsr1hde
6a01zsr1hde
6a01zsr1hde
bo319pj30v7
bo319pj30v7
bo319pj30v7
bo319pj30v7
bo319pj30v7
bo319pj30v7
bo319pj30v7
v5habsuss
v5habsuss
v5habsuss
v5habsuss
v5habsuss
v5habsuss
v5habsuss
0ijrejuvn
0ijrejuvn
0ijrejuvn
0ijrejuvn
0ijrejuvn
0ijrejuvn
0ijrejuvn
yvims0m70k
yvims0m70k
yvims0m70k
yvims0m70k
yvims0m70k
yvims0m70k
yvims0m70k
x80dypj7a
x80dypj7a
x80dypj7a
x80dypj7a
x80dypj7a
x80dypj7a
x80dypj7a
dh3ulohx4x
dh3ulohx4x
dh3ulohx4x
dh3ulohx4x
dh3ulohx4x
dh3ulohx4x
dh3ulohx4x
1wydmldndv1
1wydmldndv1
1wydmldndv1
1wydmldndv1
1wydmldndv1
1wydmldndv1
1wydmldndv1
m1m7ch7tt3q
m1m7ch7tt3q
m1m7ch7tt3q
m1m7ch7tt3q
m1m7ch7tt3q
m1m7ch7tt3q
m1m7ch7tt3q
r4654okk8u
r4654okk8u
r4654okk8u
r4654okk8u
r4654okk8u
r4654okk8u
r4654okk8u
To view investors' portfolios
Sign Up For Free
Berkshire Hathaway B
2.23%
▲ 96.41%
2
Sell
Mar 29, 2024
SPDR Portfolio S&P 1500 Composite Stock Market ETF
19.71%
▲ 32.95%
17
Buy
Mar 24, 2024
SPDR Portfolio S&P 500 Growth ETF
11.27%
▲ 32.76%
14
Buy
Mar 24, 2024
Financial Select Sector SPDR Fund
3.27%
▲ 33.70%
17
Buy
Mar 24, 2024
Health Care Select Sector SPDR Fund
2.21%
▲ 17.53%
12
Buy
Mar 24, 2024
Vanguard Total International Stock ETF
1.03%
▲ 15.13%
17
Buy
Mar 24, 2024
Vanguard FTSE Developed Markets ETF
0.4%
▲ 12.70%
8
Buy
Mar 24, 2024
Splunk
▲ 53.82%
2
Close
Mar 15, 2024
Blue Owl Capital
1.1%
▲ 36.85%
14
Sell
Mar 15, 2024
Microsoft
3.15%
▲ 66.37%
7
Buy
Mar 14, 2024
Prudential Financial
3.85%
▲ 52.90%
19
Buy
Mar 14, 2024
T Mobile US
0.79%
▲ 27.13%
3
Buy
Mar 14, 2024
Chevron
6.87%
▲ 65.05%
19
Buy
Mar 11, 2024
Dow Inc
0.88%
▲ 3.63%
17
Buy
Mar 11, 2024
Unum Group
2.23%
▲ 95.43%
16
Buy
Mar 03, 2024
Enterprise Products Partners
3.29%
▲ 52.08%
18
Buy
Mar 03, 2024
Southwest Airlines
0.2%
▼ 12.37%
7
Sell
Mar 03, 2024
AbbVie
2.45%
▲ 44.05%
15
Buy
Mar 03, 2024
General Dynamics
2.31%
▲ 51.96%
9
Buy
Mar 03, 2024
Phillips 66
1.15%
▲ 47.54%
9
Buy
Mar 03, 2024