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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #433,806 out of 826,206 TipRanks' Investors
Success Rate
52%
107 out of 206
profitable transactions
Average Return
6.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.22%
6-Month Return▲ 17.54%
12-Month Return▲ 13.60%
YTD Return▲ 19.23%
Total Return▲ 60.83%

Best Trade

Opened at
Closed at-
Gain▲ 117.06%

Bio

Retirement fund

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.37%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.96%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.38%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.50%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.37%
▲ 0.80%▼ 0.87%▼ 1.38%
▲ 11.63%▲ 6.28%▲ 3.78%
▲ 9.25%▲ 5.14%▲ 2.02%
▲ 7.60%▲ 2.30%▼ 0.96%
▲ 2.76%▲ 2.05%▲ 7.38%
▲ 12.88%▲ 3.56%▲ 5.40%
▲ 10.96%▲ 2.38%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NexGen Energy
0.32%
0.00%
1
Open
Oct 31, 2025
Lincoln National
1.38%
▲ 4.69%
1
Open
Oct 28, 2025
Hamilton U.S. Equity Yield Maximizer ETF Trust Units E
▲ 9.27%
3
Close
Oct 21, 2025
SoundHound AI, Inc Class A
0.58%
▼ 7.56%
1
Open
Oct 20, 2025
Kimberly Clark
▲ 0.77%
5
Close
Oct 19, 2025
Global X Bitcoin Covered Call ETF
▼ 3.51%
3
Close
Oct 19, 2025
Regions Financial
▼ 9.99%
2
Close
Oct 19, 2025
Sprott
1.35%
▼ 3.08%
1
Open
Oct 17, 2025
BlackRock Enhanced Equity Dividend Trust
▲ 4.62%
2
Close
Oct 11, 2025
Diversified Royalty Corp
0.41%
▼ 4.63%
2
Buy
Oct 11, 2025
Sprott Physical Copper Trust Trust Units
0.32%
0.00%
1
Open
Oct 09, 2025
AES
0.46%
▼ 1.70%
1
Open
Oct 02, 2025
Brookfield Corporation
2.27%
▲ 0.96%
1
Open
Sep 26, 2025
NEOS Bitcoin High Income ETF
▼ 3.44%
3
Close
Sep 25, 2025
Royal Bank Of Canada
9.75%
▲ 63.00%
11
Buy
Sep 23, 2025
Realty Income
5.75%
▲ 17.14%
10
Buy
Sep 23, 2025
Power Corp of Canada
3.86%
▲ 17.98%
2
Buy
Sep 23, 2025
South Bow Corp
2.97%
▼ 1.52%
2
Buy
Sep 23, 2025
PPL
1.8%
▲ 0.58%
1
Open
Sep 23, 2025
Global X Silver Miners ETF
0.44%
▼ 2.95%
1
Open
Sep 23, 2025