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New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #364,512 out of 826,835 TipRanks' Investors
Success Rate
54%
100 out of 187
profitable transactions
Average Return
9.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 24.01%
12-Month Return▲ 27.03%
YTD Return▲ 23.96%
Total Return▲ 78.86%

Best Trade

Opened at
Closed at
Gain▲ 156.76%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.95%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.30%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.33%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 1.57%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 2.04%
▲ 11.63%▲ 6.28%▲ 3.95%
▲ 9.25%▲ 5.14%▲ 7.30%
▲ 7.60%▲ 2.30%▲ 4.90%
▲ 2.76%▲ 2.05%▲ 0.23%
▲ 12.88%▲ 3.56%▲ 5.07%
▲ 10.96%▲ 2.38%▲ 3.33%
▼ 2.18%▼ 1.00%▼ 1.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
▼ 1.13%
3
Close
Jun 11, 2025
Apple
▼ 4.16%
6
Close
Jun 01, 2025
Eli Lilly & Co
▼ 12.55%
6
Close
Jun 01, 2025
Vertex Pharmaceuticals
▼ 5.73%
4
Close
Jun 01, 2025
Verint Systems
▼ 20.43%
2
Close
Jun 01, 2025
SentinelOne
▼ 5.17%
2
Close
Jun 01, 2025
Compass
▼ 33.79%
2
Close
Jun 01, 2025
UnitedHealth
▼ 39.52%
2
Close
Jun 01, 2025
Reddit Inc Class A
6.7%
▲ 50.29%
1
Open
Mar 23, 2025
Tempus AI, Inc. Class A
5.02%
▲ 84.72%
1
Open
Mar 18, 2025
Walmart
6.08%
▲ 20.39%
1
Open
Mar 18, 2025
Broadcom
20.92%
▲ 31.57%
5
Open
Mar 09, 2025
Maplebear
4.34%
▼ 4.80%
1
Open
Mar 09, 2025
Expand Energy
6.54%
▲ 14.01%
1
Open
Mar 09, 2025
Meta Platforms
▲ 24.58%
4
Close
Mar 07, 2025
Nvidia
12.99%
▲ 83.15%
4
Buy
Mar 07, 2025
Amazon
▲ 12.10%
4
Close
Mar 07, 2025
Progressive
8.72%
▼ 11.03%
5
Buy
Mar 07, 2025
Exxon Mobil
▼ 4.02%
5
Close
Mar 07, 2025
Microsoft
12.84%
▲ 28.18%
4
Buy
Mar 07, 2025