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New Portfolio - New Portfolio

AK

New Portfolio
Individual Investor
Ranked #168,064 out of 822,855 TipRanks' Investors
Success Rate
79%
19 out of 24
profitable transactions
Average Return
29.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.43%
6-Month Return▲ 15.09%
12-Month Return▲ 4.01%
YTD Return▲ 10.99%
Total Return▲ 24.85%

Best Trade

Opened at
Closed at-
Gain▲ 129.92%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.49%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.45%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.88%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.53%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.62%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.75%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.49%
▲ 0.80%▼ 0.87%▼ 6.45%
▲ 11.63%▲ 6.28%▲ 3.88%
▲ 9.25%▲ 5.14%▲ 4.18%
▲ 7.60%▲ 2.30%▲ 2.53%
▲ 2.76%▲ 2.05%▲ 2.06%
▲ 12.88%▲ 3.56%▼ 0.62%
▲ 0.54%▼ 1.98%▼ 1.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
6.34%
▼ 39.71%
5
Buy
Jan 30, 2023
Microsoft
31.3%
▲ 120.62%
4
Buy
Jan 30, 2023
Schwab US Dividend Equity ETF
19.4%
▲ 26.75%
4
Buy
Dec 13, 2022
Realty Income
14.2%
▲ 9.94%
3
Buy
Nov 07, 2022
Enterprise Products Partners
7.52%
▲ 56.66%
4
Buy
Nov 07, 2022
Clearway Energy
7.59%
▲ 5.54%
3
Buy
Nov 06, 2022
JPMorgan Equity Premium Income ETF
13.65%
▲ 42.15%
1
Open
Sep 30, 2022