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BROKERAGE - New Portfolio

Bill T

BROKERAGE
Individual Investor
Ranked #232,482 out of 823,495 TipRanks' Investors
Success Rate
57%
1011 out of 1787
profitable transactions
Average Return
19.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.41%
6-Month Return▲ 32.75%
12-Month Return▲ 15.60%
YTD Return▲ 12.07%
Total Return▲ 67.78%

Best Trade

Opened at
Closed at
Gain▲ 1248.21%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.32%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.39%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.15%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 1.01%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.32%
▲ 0.80%▼ 0.87%▲ 0.39%
▲ 11.63%▲ 6.28%▲ 3.18%
▲ 9.25%▲ 5.14%▲ 9.61%
▲ 7.60%▲ 2.30%▲ 0.50%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 4.15%
▲ 3.56%▼ 0.59%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
0.26%
▲ 124.22%
13
Buy
Oct 13, 2025
Electronic Arts
▲ 34.01%
19
Close
Oct 08, 2025
NXP Semiconductors
0.56%
▲ 15.72%
27
Buy
Oct 08, 2025
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
18.1%
▲ 68.01%
16
Buy
Oct 08, 2025
Nvidia
1.22%
▲ 586.68%
32
Buy
Oct 06, 2025
Vanguard Short-Term Treasury ETF
2.5%
▲ 0.39%
7
Sell
Oct 06, 2025
iShares Short Treasury Bond ETF
1.87%
▼ 0.01%
11
Sell
Oct 06, 2025
iShares Short-Term National Muni Bond ETF
6.5%
▲ 0.31%
7
Sell
Oct 06, 2025
iShares 3-7 Year Treasury Bond ETF
3.06%
▲ 0.36%
2
Sell
Oct 06, 2025
Domino's Pizza
0.99%
▼ 4.76%
5
Buy
Oct 01, 2025
Broadcom
1.52%
▲ 106.16%
11
Buy
Oct 01, 2025
Schwab US Dividend Equity ETF
4.88%
▲ 0.20%
8
Buy
Oct 01, 2025
American International Group
0.57%
▲ 0.04%
5
Buy
Oct 01, 2025
iShares 20+ Year Treasury Bond ETF
0.72%
▼ 4.04%
44
Sell
Sep 23, 2025
SPDR S&P Regional Banking ETF
0.94%
▲ 30.30%
11
Buy
Sep 23, 2025
UnitedHealth
1.18%
▲ 0.67%
8
Buy
Sep 23, 2025
iShares Semiconductor ETF
4.89%
▲ 18.66%
9
Buy
Sep 19, 2025
Everest Group
0.93%
▲ 4.14%
3
Buy
Sep 19, 2025
Affirm Holdings
0.86%
▲ 300.32%
19
Sell
Sep 16, 2025
Cirrus Logic
0.59%
▲ 47.27%
17
Sell
Sep 16, 2025