tiprankstipranks

New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #139,472 out of 729,985 TipRanks' Investors
Success Rate
53%
66 out of 125
profitable transactions
Average Return
13.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.13%
6-Month Return▲ 21.87%
12-Month Return▲ 17.24%
YTD Return▲ 10.22%
Total Return▲ 27.12%

Best Trade

Opened at
Closed at-
Gain▲ 191.66%

Bio

Retired for about 3 years. My portfolio reflects about 35 years of saving and investing. I have been on the conservative side and buying and holding.

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 3.67%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.23%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.98%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.23%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.56%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 1.07%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.67%
▼ 6.45%▼ 2.17%▼ 3.23%
▲ 9.22%▲ 9.13%▲ 6.98%
▲ 5.14%▲ 4.57%▲ 4.69%
▼ 1.87%▲ 1.59%▲ 1.23%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 5.05%▲ 3.27%▲ 5.56%
▼ 14.09%▼ 3.33%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
5uyzco
5uyzco
5uyzco
5uyzco
5uyzco
5uyzco
5uyzco
nuqnctfi8
nuqnctfi8
nuqnctfi8
nuqnctfi8
nuqnctfi8
nuqnctfi8
nuqnctfi8
rf9h5kk1c7
rf9h5kk1c7
rf9h5kk1c7
rf9h5kk1c7
rf9h5kk1c7
rf9h5kk1c7
rf9h5kk1c7
m1p0vcyma7
m1p0vcyma7
m1p0vcyma7
m1p0vcyma7
m1p0vcyma7
m1p0vcyma7
m1p0vcyma7
6dpbjl
6dpbjl
6dpbjl
6dpbjl
6dpbjl
6dpbjl
6dpbjl
90sjfpifwng
90sjfpifwng
90sjfpifwng
90sjfpifwng
90sjfpifwng
90sjfpifwng
90sjfpifwng
3qtvbtiszbx
3qtvbtiszbx
3qtvbtiszbx
3qtvbtiszbx
3qtvbtiszbx
3qtvbtiszbx
3qtvbtiszbx
bt8f7wwj88d
bt8f7wwj88d
bt8f7wwj88d
bt8f7wwj88d
bt8f7wwj88d
bt8f7wwj88d
bt8f7wwj88d
pezr5tsbmts
pezr5tsbmts
pezr5tsbmts
pezr5tsbmts
pezr5tsbmts
pezr5tsbmts
pezr5tsbmts
kez9pvrhnt
kez9pvrhnt
kez9pvrhnt
kez9pvrhnt
kez9pvrhnt
kez9pvrhnt
kez9pvrhnt
To view investors' portfolios
Sign Up For Free
Valero Energy
▲ 138.14%
3
Close
Apr 11, 2024
Vanguard Small-Cap ETF
▼ 7.83%
4
Close
Apr 11, 2024
First Trust Value Line Dividend Index Fund
▲ 7.95%
5
Close
Apr 11, 2024
Kellanova
▲ 5.60%
4
Close
Apr 11, 2024
iShares MSCI Global Metals & Mining Producers ETF
▲ 5.05%
2
Close
Apr 11, 2024
WK Kellogg Co
▲ 86.32%
3
Close
Apr 11, 2024
Net Lease Office Properties
▲ 88.11%
2
Close
Apr 11, 2024
Advanced Micro Devices
1.14%
▼ 10.69%
1
Open
Apr 11, 2024
NEOS S&P 500 High Income ETF
3.03%
▼ 2.16%
1
Open
Apr 11, 2024
Target
1.24%
▼ 2.81%
1
Open
Apr 11, 2024
Energy Select Sector SPDR Fund
3.6%
▼ 1.64%
1
Open
Apr 11, 2024
US Treasury 3 Month Bill ETF
27.09%
▲ 0.16%
1
Open
Apr 11, 2024
Global X Robotics & Artificial Intelligence ETF
1.85%
▲ 2.03%
1
Open
Jan 23, 2024
Nvidia
4.04%
▲ 21.24%
3
Open
Dec 19, 2023
Apple
0.27%
▲ 36.04%
2
Sell
Dec 19, 2023
Meta Platforms
4.62%
▲ 55.11%
3
Buy
Dec 19, 2023
Franklin Managed Trust Rising Dividends Fund Cl A
▲ 1.30%
5
Close
Nov 07, 2023
Franklin Equity Income Fund Class A
▼ 3.32%
4
Close
Nov 07, 2023
Conocophillips
2.09%
▲ 120.11%
4
Sell
Oct 04, 2023
Chevron
2.92%
▲ 48.76%
4
Sell
Oct 04, 2023