2 - New Portfolio
DB
2Individual Investor
Ranked #85,357 out of 880,756 TipRanks' Investors
Success Rate
151 out of 203
profitable transactions
profitable transactions
Average Return
25.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.79%
6-Month Return▲ 6.68%
12-Month Return▲ 33.89%
YTD Return▲ 20.85%
Total Return▲ 95.67%
Best Trade
Bio
Performance
16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▲ 0.20%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.86%
Apr 2026
▲ 15.50%
▲ 5.26%
▼ 2.70%
May 2026
▼ 5.57%
▼ 1.03%
▼ 0.79%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 4.64%
Jul 2026
▲ 11.68%
▲ 2.68%
▲ 0.54%
Aug 2026
▲ 3.10%
▼ 0.33%
▼ 5.88%
Sep 2026
▲ 2.11%
▲ 2.09%
▲ 2.21%
Oct 2026
▼ 0.82%▼ 4.94%▲ 0.20%
▲ 16.06%▲ 10.51%▲ 10.86%
▲ 15.50%▲ 5.26%▼ 2.70%
▼ 5.57%▼ 1.03%▼ 0.79%
▼ 4.52%▲ 0.03%▲ 4.64%
▲ 11.68%▲ 2.68%▲ 0.54%
▲ 3.10%▼ 0.33%▼ 5.88%
▲ 2.11%▲ 2.09%▲ 2.21%
Recent Activity
Western Midstream Partners
22.43%
▲ 27.08%
13
Buy
Sep 30, 2026
Alphabet Class C
36.34%
▲ 116.20%
18
Buy
Sep 14, 2026
Cohen & Steers Infrastructure Fund
9.48%
▼ 2.44%
8
Buy
Aug 31, 2026
Energy Transfer
4.74%
▲ 14.37%
7
Buy
Aug 20, 2026
Enterprise Products Partners
27.01%
▲ 54.39%
31
Buy
Aug 15, 2026
Verizon
―
▲ 26.17%
12
Close
Apr 06, 2026
Gaming and Leisure
―
▲ 2.47%
7
Close
Nov 06, 2025
Ares Capital
―
▼ 0.02%
5
Close
Sep 15, 2025
Main Street Capital
―
▲ 10.42%
17
Close
May 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Exelon
―
▲ 2.71%
11
Close
Sep 16, 2024
Cisco Systems
―
▼ 0.93%
12
Close
Jul 01, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 14.71%
11
Close
Jun 04, 2024
Schwab US Dividend Equity ETF
―
▲ 9.15%
12
Close
Jun 04, 2024
Coca-Cola
―
▲ 4.54%
9
Close
Mar 28, 2024
Iron Mountain
―
▲ 10.24%
7
Close
Dec 23, 2022
CSX
―
▼ 0.96%
3
Close
Nov 14, 2022
iShares Core Dividend Growth ETF
―
▼ 6.32%
5
Close
Jul 25, 2022
Vanguard Financials ETF
―
▼ 9.78%
4
Close
Jul 22, 2022
State Street SPDR Portfolio S&P 500 ETF
―
▼ 9.99%
4
Close
Jul 20, 2022