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New Portfolio - New Portfolio

F6FE9D11

New Portfolio
Individual Investor
Ranked #341,898 out of 827,325 TipRanks' Investors
Success Rate
55%
372 out of 682
profitable transactions
Average Return
10.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.13%
6-Month Return▲ 13.37%
12-Month Return▲ 19.29%
YTD Return▲ 26.02%
Total Return▲ 18.49%

Best Trade

Opened at
Closed at-
Gain▲ 260.00%

Bio

Dividend and Value

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.46%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.89%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.85%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.08%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 1.16%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.46%
▲ 11.63%▲ 6.28%▲ 1.89%
▲ 9.25%▲ 5.14%▲ 3.85%
▲ 7.60%▲ 2.30%▲ 4.45%
▲ 2.76%▲ 2.05%▲ 4.21%
▲ 12.88%▲ 3.56%▲ 2.42%
▲ 10.96%▲ 2.38%▼ 3.08%
▼ 4.30%▼ 1.63%▼ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 63.42%
22
Close
Aug 27, 2025
Golden Ocean Group
▼ 6.48%
23
Close
Aug 19, 2025
Euronav
2.94%
▲ 14.64%
1
Open
Aug 19, 2025
Wacker Neuson
4.79%
▲ 16.01%
7
Buy
Oct 08, 2023
Volkswagen
2.96%
▲ 2.70%
1
Open
Oct 08, 2023
Sixt SE
1.66%
▲ 0.19%
1
Open
Oct 08, 2023
Coca-Cola
2.87%
▲ 7.72%
9
Buy
Oct 07, 2023
Petroleo Brasileiro SA- Petrobras
2.1%
▲ 87.75%
20
Sell
Oct 07, 2023
Altria Group
7.09%
▲ 35.35%
10
Buy
Sep 03, 2023
Main Street Capital
7.97%
▲ 72.25%
4
Buy
Sep 03, 2023
Rio Tinto
5.65%
▲ 34.90%
57
Buy
Aug 26, 2023
Bristol-Myers Squibb
▲ 0.52%
4
Close
Aug 26, 2023
Veru
▲ 0.38%
9
Close
Aug 26, 2023
Pfizer
▼ 0.99%
3
Close
Aug 26, 2023
Shell
6.08%
▲ 30.59%
5
Buy
Aug 03, 2023
Citizens Financial
▼ 1.13%
2
Close
Aug 03, 2023
Arbor Realty
3.26%
▼ 17.80%
51
Sell
Jul 31, 2023
Cisco Systems
3.86%
▲ 64.66%
9
Sell
Jul 29, 2023
Genco Shipping
2.99%
▲ 29.82%
7
Buy
Jul 27, 2023
Royal Vopak NV
▲ 36.89%
3
Close
Jul 21, 2023