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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #121,441 out of 822,842 TipRanks' Investors
Success Rate
226 out of 356
profitable transactions
profitable transactions
Average Return
24.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.44%
6-Month Return▲ 17.57%
12-Month Return▲ 7.54%
YTD Return▲ 11.32%
Total Return▲ 62.01%
Best Trade
Bio
Aggressive capital preservation
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.25%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.49%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.95%
Oct 2025
▼ 6.38%▼ 5.57%▼ 3.26%
▲ 0.80%▼ 0.87%▼ 2.25%
▲ 11.63%▲ 6.28%▲ 3.25%
▲ 9.25%▲ 5.14%▲ 2.11%
▲ 7.60%▲ 2.30%▲ 0.37%
▲ 2.76%▲ 2.05%▲ 5.80%
▲ 12.88%▲ 3.56%▲ 0.49%
▲ 0.54%▼ 1.98%▼ 1.95%
Recent Activity
Walgreens Boots Alliance
―
▼ 48.09%
8
Close
Aug 27, 2025
Apple
1.51%
▲ 58.51%
4
Buy
Aug 24, 2025
Brown Forman A
1.22%
▼ 48.54%
6
Buy
Aug 24, 2025
Centerpoint Energy
3.33%
▲ 60.30%
7
Buy
Aug 24, 2025
Coca-Cola
3.91%
▲ 28.49%
6
Buy
Aug 24, 2025
Frontline
0.44%
▲ 193.15%
4
Buy
Aug 24, 2025
Main Street Capital
4.72%
▲ 71.41%
7
Buy
Aug 24, 2025
Pfizer
1.63%
▼ 11.98%
8
Buy
Aug 24, 2025
Brown-Forman B
0.31%
▼ 48.27%
6
Buy
Aug 24, 2025
Grupo Aval Acciones y Valores SA Pfd
0.23%
▲ 19.82%
7
Buy
Aug 24, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.41%
▲ 23.09%
7
Buy
Aug 24, 2025
Dow Inc
0.58%
▼ 52.10%
8
Buy
Aug 24, 2025
AT&T
5.69%
▲ 55.67%
8
Buy
Aug 24, 2025
Altria Group
4.84%
▲ 83.60%
7
Buy
Aug 24, 2025
Annaly Capital
1.56%
▲ 20.63%
7
Buy
Aug 24, 2025
Keurig Dr Pepper
0.87%
▼ 14.87%
7
Buy
Aug 24, 2025
Omega Healthcare
3.1%
▲ 46.79%
7
Buy
Aug 24, 2025
Philip Morris
4.06%
▲ 90.95%
7
Buy
Aug 24, 2025
Adamas Trust
0.41%
▼ 7.23%
7
Buy
Aug 24, 2025
AbbVie
12.07%
▲ 75.45%
8
Buy
Aug 24, 2025