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Reid Equity Portfolio - New Portfolio

Gregg Reid

Reid Equity Portfolio
Individual Investor
Ranked #738 out of 798,754 TipRanks' Investors
Success Rate
85%
68 out of 80
profitable transactions
Average Return
151.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.46%
6-Month Return▼ 4.76%
12-Month Return▲ 13.02%
YTD Return▼ 1.13%
Total Return▲ 191.45%

Best Trade

Opened at
Closed at-
Gain▲ 1676.85%

Bio

Recently Retired, trying to create a portfolio that is balanced with growth stock and under-valued stocks whose dividends are fairly safe

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.10%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.91%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.60%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.19%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.64%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 2.69%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.10%
▲ 25.97%▲ 5.96%▲ 7.91%
▲ 5.41%▼ 2.41%▼ 5.60%
▲ 6.02%▲ 2.69%▲ 3.47%
▼ 12.86%▼ 1.27%▼ 1.21%
▼ 1.80%▼ 5.57%▼ 5.19%
▲ 1.74%▼ 0.87%▼ 0.64%
▲ 5.08%▲ 1.77%▲ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oneok
3.51%
▲ 173.81%
2
Buy
Sep 25, 2023
Magellan Midstream
▲ 133.77%
4
Close
Sep 25, 2023
Enterprise Products Partners
▲ 53.84%
4
Close
Sep 25, 2021
ServiceNow
9.82%
▲ 179.76%
3
Buy
May 19, 2020
Trade Desk
2.37%
▲ 141.55%
1
Open
May 19, 2020
Amazon
5.16%
▲ 60.08%
2
Buy
May 19, 2020
PayPal Holdings
0.42%
▼ 51.43%
2
Buy
May 19, 2020
Globant SA
0.86%
▼ 3.95%
1
Open
May 19, 2020
Shopify
1.53%
▲ 21.87%
1
Open
May 19, 2020
Advanced Micro Devices
1.37%
▲ 91.29%
1
Open
May 12, 2020
Dexcom
2.26%
▼ 7.84%
2
Buy
May 12, 2020
Nvidia
21.81%
▲ 1,531.59%
3
Buy
May 12, 2020
InMode
0.39%
▲ 7.88%
3
Open
May 12, 2020
Wingstop
0.89%
▲ 132.30%
1
Open
May 11, 2020
Energy Transfer
0.57%
▲ 244.48%
1
Open
May 11, 2020
Lululemon Athletica
0.19%
▲ 13.90%
1
Open
May 11, 2020
Pool
0.5%
▲ 39.64%
1
Open
May 11, 2020
Axon Enterprise
4.57%
▲ 706.16%
1
Open
May 11, 2020
Synovus
0.62%
▲ 203.43%
1
Open
May 11, 2020
Invesco S&P 500 High Dividend Low Volatility ETF
5.38%
▲ 85.96%
4
Sell
May 11, 2020