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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #249,129 out of 800,430 TipRanks' Investors
Success Rate
25 out of 40
profitable transactions
profitable transactions
Average Return
6.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.41%
6-Month Return▲ 0.24%
12-Month Return▲ 8.15%
YTD Return▲ 5.76%
Total Return▲ 19.00%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.23%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.88%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 4.88%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 6.76%
May 2025
▲ 9.99%▼ 0.89%▼ 2.36%
▲ 25.97%▲ 5.96%▲ 2.23%
▲ 5.42%▼ 2.41%▼ 4.71%
▲ 6.01%▲ 2.69%▲ 3.77%
▼ 12.86%▼ 1.27%▲ 1.26%
▼ 1.80%▼ 5.57%▼ 0.88%
▲ 1.76%▼ 0.87%▼ 4.88%
▲ 11.20%▲ 5.11%▲ 6.76%
Recent Activity
Energy Transfer
11.8%
▲ 70.27%
6
Sell
Apr 29, 2025
Eli Lilly & Co
―
▼ 1.98%
2
Close
Apr 29, 2025
Microsoft
―
▼ 8.17%
2
Close
Apr 29, 2025
AGNC Investment
3.69%
▼ 1.68%
1
Open
Apr 29, 2025
Blue Owl Capital
8.5%
▲ 0.78%
1
Open
Apr 29, 2025
Star Bulk Carriers
24.65%
▼ 17.57%
11
Buy
Dec 06, 2024
MPLX
17.71%
▲ 76.18%
3
Sell
Nov 26, 2024
Vodafone
―
▲ 20.41%
7
Close
Oct 03, 2024
British American Tobacco
―
▲ 13.58%
15
Close
Oct 01, 2024
Warner Bros
―
▼ 33.52%
3
Close
Sep 19, 2024
Blackstone Secured Lending Fund
20.92%
▲ 11.99%
11
Buy
Sep 17, 2024
Ford Motor
12.73%
▲ 3.38%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024