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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #25,567 out of 799,718 TipRanks' Investors
Success Rate
125 out of 158
profitable transactions
profitable transactions
Average Return
17.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.80%
6-Month Return▲ 11.85%
12-Month Return▲ 20.59%
YTD Return▲ 7.26%
Total Return▲ 34.71%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 0.34%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 6.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.20%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.54%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 6.52%
May 2025
▲ 9.99%▼ 0.89%▼ 1.20%
▲ 25.97%▲ 5.96%▲ 6.39%
▲ 5.41%▼ 2.41%▲ 0.34%
▲ 6.02%▲ 2.69%▲ 6.39%
▼ 12.86%▼ 1.27%▲ 1.39%
▼ 1.80%▼ 5.57%▼ 5.20%
▲ 1.76%▼ 0.87%▼ 1.54%
▲ 11.76%▲ 7.15%▲ 6.52%
Recent Activity
Apple
2.35%
▲ 11.09%
8
Sell
May 13, 2025
Novo Nordisk
1.63%
▲ 0.14%
4
Buy
May 13, 2025
VICI Properties
9.21%
▲ 12.48%
12
Buy
May 09, 2025
Visa
7.01%
▲ 33.32%
11
Buy
May 09, 2025
S&P Global
3.7%
▲ 15.09%
6
Buy
May 09, 2025
Microsoft
11.48%
▲ 11.34%
12
Buy
May 09, 2025
Broadcom
7.62%
▲ 82.69%
5
Buy
May 09, 2025
Interactive Brokers
3.8%
▲ 31.53%
4
Buy
May 09, 2025
TSMC
3.93%
▲ 11.61%
2
Buy
May 07, 2025
Berkshire Hathaway B
―
▲ 17.15%
4
Close
Mar 26, 2025
Ish.Frf Ndx 100
―
▲ 0.47%
4
Close
Mar 26, 2025
Ish.Frf Spx 500
―
▼ 1.63%
5
Close
Mar 26, 2025
UnitedHealth
0%
▼ 46.27%
2
Sell
Feb 22, 2025
Merck & Company
4.23%
▼ 12.60%
3
Buy
Feb 22, 2025
Booking Holdings
0%
▲ 5.52%
1
Open
Feb 22, 2025
BlackRock
5%
▲ 25.44%
7
Buy
Jan 30, 2025
ASML Holding
3.02%
▼ 2.25%
1
Open
Jan 04, 2025
Realty Income
4.66%
▲ 9.82%
4
Buy
Dec 20, 2024
Waste Management
3.02%
▲ 19.51%
5
Buy
Dec 20, 2024
Christian Dior
5.32%
▼ 21.92%
6
Buy
Dec 10, 2024