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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #40,540 out of 801,776 TipRanks' Investors
Success Rate
463 out of 673
profitable transactions
profitable transactions
Average Return
28.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.98%
6-Month Return▼ 2.30%
12-Month Return▲ 9.47%
YTD Return▲ 2.31%
Total Return▲ 79.88%
Best Trade
Bio
barbell focused on alpha
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.03%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.81%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.75%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 3.92%
May 2025
▲ 9.99%▼ 0.89%▼ 1.13%
▲ 25.97%▲ 5.96%▲ 6.03%
▲ 5.42%▼ 2.41%▼ 4.81%
▲ 6.01%▲ 2.69%▲ 2.92%
▼ 12.86%▼ 1.27%▲ 2.42%
▼ 1.80%▼ 5.57%▼ 2.97%
▲ 1.76%▼ 0.87%▼ 3.75%
▲ 9.95%▲ 6.28%▲ 3.92%
Recent Activity
Enterprise Products Partners
3.64%
▲ 59.15%
24
Buy
May 26, 2025
VICI Properties
0.92%
▲ 12.76%
17
Sell
May 26, 2025
SPDR Portfolio S&P 500 Growth ETF
12.91%
▲ 50.35%
19
Sell
May 18, 2025
Unum Group
3.34%
▲ 167.77%
21
Buy
May 18, 2025
AbbVie
2.72%
▲ 52.01%
21
Buy
May 18, 2025
General Dynamics
2.12%
▲ 35.75%
12
Buy
May 18, 2025
JPMorgan Chase
4.14%
▲ 89.77%
21
Buy
May 03, 2025
Prudential Financial
2.42%
▲ 33.98%
27
Sell
May 03, 2025
Cisco Systems
0.67%
▲ 36.69%
18
Buy
May 03, 2025
Dow Inc
0.38%
▼ 27.87%
22
Sell
May 03, 2025
Freeport-McMoRan
0.55%
▲ 2.84%
13
Buy
May 03, 2025
Lowe's
1.56%
▲ 7.54%
8
Sell
May 03, 2025
Crown Castle
1.02%
▲ 0.15%
13
Sell
May 03, 2025
Simon Property
2.92%
▲ 65.58%
19
Buy
Apr 19, 2025
Hewlett Packard Enterprise
0.68%
▲ 26.70%
18
Buy
Apr 19, 2025
Kraft Heinz
0.55%
▼ 18.35%
16
Sell
Apr 19, 2025
Genuine Parts Company
1.53%
▼ 3.98%
11
Buy
Apr 19, 2025
Blue Owl Capital
1.07%
▲ 23.47%
23
Buy
Apr 19, 2025
Ares Capital
0.55%
▲ 19.56%
11
Buy
Apr 19, 2025
Caterpillar
0.36%
▲ 27.30%
3
Sell
Apr 19, 2025