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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #205,010 out of 800,430 TipRanks' Investors
Success Rate
54%
907 out of 1674
profitable transactions
Average Return
14.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.54%
6-Month Return▼ 8.58%
12-Month Return▲ 6.14%
YTD Return▼ 8.02%
Total Return▲ 37.70%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.01%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.47%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 2.62%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.02%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 3.01%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.01%
▲ 25.97%▲ 5.96%▲ 8.47%
▲ 5.42%▼ 2.41%▼ 2.62%
▲ 6.01%▲ 2.69%▲ 2.59%
▼ 12.86%▼ 1.27%▼ 5.00%
▼ 1.80%▼ 5.57%▼ 8.39%
▲ 1.76%▼ 0.87%▲ 0.02%
▲ 11.20%▲ 5.11%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tekla Life Sciences Investors of Benef Interest
0.97%
▼ 12.79%
14
Buy
May 19, 2025
Qorvo
0.65%
▼ 9.40%
12
Buy
May 19, 2025
Lattice Semiconductor
0.5%
▼ 23.67%
19
Buy
May 19, 2025
Illumina
0.56%
▼ 42.60%
18
Buy
May 19, 2025
Skyworks Solutions
0.55%
▼ 1.16%
25
Buy
May 19, 2025
Bristol-Myers Squibb
0.87%
▼ 23.49%
29
Buy
May 19, 2025
Vanguard Short-Term Corporate Bond ETF
3.45%
▲ 0.15%
4
Sell
May 19, 2025
SPDR Portfolio Short Term Corporate Bond ETF
3.07%
▲ 0.02%
6
Sell
May 19, 2025
iShares Short-Term National Muni Bond ETF
6.49%
▲ 0.01%
3
Buy
May 16, 2025
Apple
0.73%
▲ 10.19%
28
Buy
May 15, 2025
iShares Short Treasury Bond ETF
▼ 0.06%
5
Sell
May 15, 2025
Marvell
0.35%
▲ 28.74%
22
Buy
May 14, 2025
Schwab US Dividend Equity ETF
4.32%
▼ 1.80%
3
Buy
May 14, 2025
American International Group
0.56%
▼ 0.54%
2
Buy
May 14, 2025
Enphase Energy
0.39%
▼ 46.77%
4
Buy
May 13, 2025
UnitedHealth
0.83%
▼ 27.87%
4
Buy
May 13, 2025
Affirm Holdings
0.78%
▲ 159.34%
16
Buy
May 09, 2025
CrowdStrike Holdings
0.41%
▲ 216.03%
7
Buy
May 09, 2025
Vanguard Short-Term Treasury ETF
2.99%
▲ 0.02%
3
Sell
May 09, 2025
Netflix
0.94%
▲ 115.52%
6
Buy
May 08, 2025