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my port - New Portfolio
Terry Freeman
my portIndividual Investor
Ranked #152,459 out of 755,539 TipRanks' Investors
Success Rate
60 out of 100
profitable transactions
profitable transactions
Average Return
3.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.11%
6-Month Return▲ 3.39%
12-Month Return-
YTD Return▲ 8.68%
Total Return▲ 8.68%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.68%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.68%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 3.33%
Sep 2024
▲ 14.08%▲ 5.22%▲ 4.58%
▲ 5.05%▲ 3.27%▲ 2.28%
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 1.68%
▲ 25.76%▲ 1.21%▲ 3.32%
▼ 4.21%▲ 2.34%▲ 2.68%
▼ 12.37%▼ 4.14%▼ 3.33%
Recent Activity
Enterprise Products Partners
6.26%
▲ 5.93%
5
Buy
Aug 27, 2024
Energy Transfer
2.88%
▲ 6.78%
6
Buy
Aug 27, 2024
John Hancock Preferred Income Fund III
2.48%
▲ 5.82%
5
Buy
Aug 27, 2024
AllianceBernstein
0.41%
▼ 1.70%
3
Buy
Aug 27, 2024
John Hancock Hedged Equity & Income Fund
1.24%
▲ 4.40%
2
Buy
Aug 16, 2024
iShares U.S. Technology ETF
6.26%
▼ 2.62%
6
Buy
Aug 09, 2024
Ellington Financial
―
▼ 0.84%
2
Close
Jul 18, 2024
CVS Health
―
▼ 20.73%
3
Close
Jul 16, 2024
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
1%
▼ 0.25%
3
Buy
Jul 16, 2024
Vanguard Mega Cap Value ETF
4.3%
▲ 7.94%
4
Buy
Jul 12, 2024
Vanguard Value ETF
0.79%
▲ 6.66%
2
Buy
Jul 12, 2024
Schwab U.S. Small-Cap ETF
1.83%
▲ 1.10%
3
Buy
Jul 12, 2024
Invesco Global Health Care Fund Cl A
1.15%
▲ 0.44%
1
Open
Jul 12, 2024
Parnassus Core Equity Fund-Investor Shares
0.45%
▼ 2.48%
1
Open
Jul 12, 2024
Black Stone Minerals
0.56%
▼ 11.10%
4
Buy
Jul 03, 2024
iShares U.S. Medical Devices ETF
0.8%
▲ 3.49%
4
Buy
Jun 18, 2024
iShares Semiconductor ETF
2.26%
▼ 8.09%
3
Buy
Jun 18, 2024
Becton Dickinson
0.49%
▼ 1.08%
2
Buy
Jun 18, 2024
Microsoft
16.91%
▼ 5.26%
3
Buy
Jun 18, 2024
Prudential Financial
11.51%
▲ 2.19%
5
Buy
Jun 18, 2024