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2 - New Portfolio
DB
2Individual Investor
Ranked #62,029 out of 799,340 TipRanks' Investors
Success Rate
117 out of 164
profitable transactions
profitable transactions
Average Return
11.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.15%
6-Month Return▲ 3.15%
12-Month Return▲ 11.44%
YTD Return▲ 0.73%
Total Return▲ 37.21%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.58%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.65%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.18%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 5.49%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 2.89%
May 2025
▲ 9.99%▼ 0.89%▲ 0.58%
▲ 25.97%▲ 5.96%▲ 9.82%
▲ 5.41%▼ 2.41%▼ 3.65%
▲ 6.02%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▼ 1.01%
▼ 1.80%▼ 5.57%▼ 1.18%
▲ 1.74%▼ 0.87%▼ 5.49%
▲ 12.36%▲ 5.96%▲ 2.89%
Recent Activity
Verizon
14.47%
▲ 5.15%
7
Buy
May 02, 2025
Main Street Capital
―
▲ 8.72%
16
Buy
Apr 20, 2025
Ares Capital
12.38%
▼ 3.59%
2
Buy
Apr 01, 2025
Alphabet Class C
25.66%
▲ 21.74%
12
Buy
Mar 17, 2025
Enterprise Products Partners
23.05%
▲ 34.63%
25
Buy
Feb 15, 2025
Western Midstream Partners
13.99%
▲ 4.38%
6
Buy
Feb 15, 2025
Radian Group
―
▲ 30.77%
11
Close
Feb 05, 2025
Gaming and Leisure
10.44%
▲ 3.18%
6
Buy
Dec 20, 2024
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
―
▲ 4.53%
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
SPDR Portfolio S&P 500 ETF
―
▼ 9.99%
4
Close
Jul 20, 2022
Utilities Select Sector SPDR Fund
―
▲ 6.87%
6
Close
May 16, 2022
iShares Core S&P Total U.S. Stock Market ETF
―
▼ 3.20%
4
Close
Apr 11, 2022