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New Portfolio - New Portfolio
4AA27765
New PortfolioIndividual Investor
Ranked #370,318 out of 799,211 TipRanks' Investors
Success Rate
121 out of 251
profitable transactions
profitable transactions
Average Return
7.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.97%
6-Month Return▲ 6.65%
12-Month Return▲ 11.75%
YTD Return▲ 5.07%
Total Return▲ 57.61%
Best Trade
Bio
Wilberforce Long Term (Medium Risk)
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.57%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.34%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 1.99%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.54%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.05%
Apr 2025
▲ 8.91%
▲ 5.82%
▲ 1.83%
May 2025
▲ 9.99%▼ 0.89%▼ 2.57%
▲ 25.97%▲ 5.96%▲ 3.34%
▲ 5.41%▼ 2.41%▼ 1.99%
▲ 6.02%▲ 2.69%▲ 4.11%
▼ 12.86%▼ 1.27%▲ 3.82%
▼ 1.80%▼ 5.57%▼ 2.54%
▲ 1.74%▼ 0.87%▼ 2.05%
▲ 8.91%▲ 5.82%▲ 1.83%
Recent Activity
TotalEnergies
―
▲ 23.62%
3
Close
Oct 31, 2024
Adobe
―
▲ 52.97%
3
Close
Oct 24, 2024
Toyota Motor
―
▲ 0.93%
4
Close
Oct 24, 2024
Alibaba
7.19%
▲ 20.28%
6
Buy
Sep 23, 2024
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
Pfizer
3.84%
▼ 16.60%
2
Buy
Sep 23, 2024
Colgate-Palmolive
4.11%
▼ 13.54%
1
Open
Sep 23, 2024
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
Apple
5.81%
▲ 57.82%
6
Buy
Mar 11, 2024
Berkshire Hathaway B
11.98%
▲ 107.99%
7
Buy
Nov 02, 2023
ASML Holding
2.98%
▲ 19.76%
3
Sell
Sep 08, 2023
Microsoft
5.26%
▲ 167.10%
6
Buy
Aug 31, 2023
Amazon
6.6%
▲ 60.76%
4
Buy
Aug 31, 2023
L3Harris Technologies
―
▼ 17.34%
6
Close
Aug 29, 2023
Thermo Fisher
―
▲ 0.63%
2
Close
Aug 10, 2023
Walt Disney
―
▼ 25.26%
6
Close
Jul 25, 2023
Invesco Solar ETF
―
▲ 0.72%
2
Close
May 22, 2023
National Storage Affiliates
―
▲ 22.54%
3
Close
Mar 17, 2023
Kroger Company
―
▼ 2.75%
4
Close
Feb 21, 2023
T Mobile US
5.55%
▲ 66.80%
2
Buy
Feb 21, 2023