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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #83,178 out of 799,702 TipRanks' Investors
Success Rate
91 out of 131
profitable transactions
profitable transactions
Average Return
9.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.21%
6-Month Return▲ 2.53%
12-Month Return▲ 11.54%
YTD Return▲ 3.35%
Total Return▲ 18.53%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.02%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.85%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.31%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 5.12%
May 2025
▲ 9.99%▼ 0.89%▼ 0.65%
▲ 25.97%▲ 5.96%▲ 6.70%
▲ 5.41%▼ 2.41%▼ 5.02%
▲ 6.02%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.78%
▼ 1.80%▼ 5.57%▼ 2.85%
▲ 1.76%▼ 0.87%▼ 3.31%
▲ 14.92%▲ 7.15%▲ 5.12%
Recent Activity
Energy Transfer
3.29%
▲ 18.71%
9
Buy
Apr 03, 2025
Microsoft
18.16%
▲ 10.93%
5
Buy
Apr 03, 2025
John Hancock Preferred Income Fund III
2.62%
▼ 2.06%
9
Buy
Apr 03, 2025
Schwab U.S. Small-Cap ETF
1.79%
▲ 6.56%
4
Buy
Apr 03, 2025
Prudential Financial
10.6%
▼ 0.83%
7
Buy
Apr 03, 2025
iShares U.S. Technology ETF
6.92%
▲ 14.37%
7
Buy
Apr 03, 2025
Black Stone Minerals
1.06%
▼ 4.33%
6
Buy
Apr 03, 2025
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1.18%
▲ 8.78%
5
Buy
Apr 03, 2025
John Hancock Hedged Equity & Income Fund
1.64%
▲ 6.83%
4
Buy
Apr 03, 2025
AllianceBernstein
0.77%
▲ 21.94%
6
Buy
Apr 03, 2025
AbbVie
17.02%
▲ 9.88%
9
Buy
Feb 20, 2025
Enterprise Products Partners
6.85%
▲ 18.24%
7
Buy
Feb 20, 2025
Sunoco
1.35%
▲ 6.82%
4
Buy
Feb 20, 2025
US Bancorp
2.6%
▲ 10.93%
3
Buy
Feb 07, 2025
Vanguard Mega Cap Value ETF
4.23%
▲ 11.18%
5
Buy
Dec 12, 2024
Becton Dickinson
0.4%
▼ 23.76%
3
Buy
Dec 12, 2024
Invesco Global Health Care Fund Cl A
―
▲ 0.63%
2
Close
Oct 16, 2024
Ellington Financial
―
▼ 0.85%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Vanguard Value ETF
0.77%
▲ 12.16%
2
Buy
Jul 12, 2024