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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #116,707 out of 823,645 TipRanks' Investors
Success Rate
101 out of 145
profitable transactions
profitable transactions
Average Return
14.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.72%
6-Month Return▲ 17.59%
12-Month Return▲ 9.85%
YTD Return▲ 10.41%
Total Return▲ 26.62%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.52%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.36%
Sep 2025
▲ 2.37%
▼ 0.15%
▼ 0.28%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.85%
▲ 0.80%▼ 0.87%▼ 3.41%
▲ 11.63%▲ 6.28%▲ 3.52%
▲ 9.25%▲ 5.14%▲ 2.87%
▲ 7.60%▲ 2.30%▲ 0.83%
▲ 2.76%▲ 2.05%▲ 3.56%
▲ 12.88%▲ 3.56%▲ 1.36%
▲ 2.37%▼ 0.15%▼ 0.28%
Recent Activity
Enterprise Products Partners
6.14%
▲ 11.18%
8
Buy
Oct 06, 2025
Energy Transfer
2.87%
▲ 12.66%
10
Buy
Oct 06, 2025
Johnson & Johnson
5.7%
▲ 24.52%
4
Buy
Oct 06, 2025
Vanguard Mega Cap Value ETF
4.47%
▲ 17.51%
6
Buy
Oct 06, 2025
US Bancorp
2.55%
▲ 12.25%
4
Buy
Oct 06, 2025
Microsoft
18.12%
▲ 20.84%
6
Buy
Oct 06, 2025
John Hancock Preferred Income Fund III
2.59%
▲ 6.88%
10
Buy
Oct 06, 2025
General Mills
0%
▼ 17.81%
2
Sell
Oct 06, 2025
Prudential Financial
8.99%
▼ 1.99%
8
Buy
Oct 06, 2025
Black Stone Minerals
0.88%
▼ 9.83%
7
Buy
Oct 06, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.63%
▲ 9.61%
6
Buy
Oct 06, 2025
John Hancock Hedged Equity & Income Fund
1.69%
▲ 10.37%
5
Buy
Oct 06, 2025
AllianceBernstein
0.9%
▲ 18.75%
7
Buy
Oct 06, 2025
Heron Therapeutics
0.07%
▲ 0.75%
1
Open
Oct 06, 2025
Hercules Capital
0.44%
▼ 4.97%
1
Open
Oct 06, 2025
Schwab U.S. Small-Cap ETF
1.81%
▲ 22.78%
4
Buy
Apr 03, 2025
iShares U.S. Technology ETF
7.49%
▲ 40.60%
7
Buy
Apr 03, 2025
AbbVie
18.45%
▲ 37.23%
9
Buy
Feb 20, 2025
Sunoco
1.11%
▲ 1.07%
4
Buy
Feb 20, 2025
Becton Dickinson
0.38%
▼ 17.89%
3
Buy
Dec 12, 2024