TipRanks

New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #396,266 out of 880,004 TipRanks' Investors
Success Rate
55%
148 out of 270
profitable transactions
Average Return
9.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.42%
6-Month Return▲ 10.63%
12-Month Return▲ 18.57%
YTD Return▲ 13.91%
Total Return▲ 92.84%

Best Trade

Opened at
Closed at-
Gain▲ 188.13%

Bio

Retirement fund

Performance

16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▼ 2.66%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.39%
Apr 2026
▲ 15.50%
▲ 5.26%
▲ 2.06%
May 2026
▼ 5.57%
▼ 1.03%
▲ 4.28%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 2.02%
Jul 2026
▲ 11.68%
▲ 2.68%
▼ 1.69%
Aug 2026
▲ 3.10%
▼ 0.33%
▼ 3.84%
Sep 2026
▲ 1.38%
▲ 0.92%
▲ 0.50%
Oct 2026
TipRanks AverageS&P 500Investor Portfolio
▼ 0.82%▼ 4.94%▼ 2.66%
▲ 16.06%▲ 10.51%▲ 8.39%
▲ 15.50%▲ 5.26%▲ 2.06%
▼ 5.57%▼ 1.03%▲ 4.28%
▼ 4.52%▲ 0.03%▲ 2.02%
▲ 11.68%▲ 2.68%▼ 1.69%
▲ 3.10%▼ 0.33%▼ 3.84%
▲ 1.38%▲ 0.92%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Baker Hughes Company
1.4%
▲ 0.68%
1
Open
Oct 01, 2026
Hydro One
―
▼ 7.66%
3
Close
Sep 24, 2026
Clorox
0.02%
▼ 0.51%
3
Open
Sep 24, 2026
BMO Covered Call Utilities ETF
0.58%
▼ 0.22%
1
Open
Sep 24, 2026
Black Hills
1.96%
▲ 1.47%
1
Open
Sep 24, 2026
Power Corp of Canada
―
▲ 63.57%
4
Close
Sep 14, 2026
Sun Life Financial
―
▲ 28.93%
3
Close
Sep 14, 2026
Great-West Lifeco
―
▲ 55.05%
3
Close
Sep 14, 2026
Mondelez International
―
▲ 14.32%
2
Close
Aug 24, 2026
Kraft Heinz
―
▲ 17.36%
2
Close
Aug 24, 2026
Invesco QQQ Income Advantage ETF
―
▲ 0.08%
2
Close
Aug 24, 2026
iShares Core Canadian Universe Bond Index ETF
0.96%
▼ 1.72%
2
Buy
Aug 24, 2026
NNN REIT
―
▲ 0.12%
2
Close
Aug 24, 2026
American Electric Power
1.5%
▼ 4.05%
6
Open
Aug 21, 2026
Kimberly Clark
1.77%
▼ 3.74%
7
Buy
Aug 10, 2026
Bloom Energy
―
▼ 32.17%
2
Close
Jul 31, 2026
Freeport-McMoRan
―
▲ 1.52%
2
Close
Jul 31, 2026
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 2.80%
2
Close
Jul 31, 2026
iShares Ethereum Trust ETF
―
▼ 15.93%
2
Close
Jul 09, 2026
Marvell
―
▲ 1.25%
4
Close
Jul 09, 2026