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taxable
- New Portfolio
Performance
Portfolio Details
tim.a
taxable
Individual Investor
Ranked #22,589 out of 730,641 TipRanks' Investors
Success Rate
72%
383 out of 532
profitable transactions
Average Return
22.09%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 2.15%
6-Month Return
▲ 23.21%
12-Month Return
▲ 21.52%
YTD Return
▲ 6.73%
Total Return
▲ 60.53%
Best Trade
Asset
Broadcom (AVGO)
Opened at
Mar 08, 2021
Closed at
-
Gain
▲ 248.30%
Bio
barbell focused on alpha
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.81%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.11%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.08%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 2.60%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 1.81%
▼ 6.45%
▼ 2.17%
▼ 4.30%
▲ 9.22%
▲ 9.13%
▲ 7.11%
▲ 5.14%
▲ 4.57%
▲ 6.23%
▼ 1.87%
▲ 1.59%
▲ 0.71%
▲ 14.08%
▲ 5.22%
▲ 3.55%
▲ 5.05%
▲ 3.27%
▲ 5.08%
▼ 13.70%
▼ 3.74%
▼ 2.60%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BRK.B
Berkshire Hathaway B
2.23%
▲ 94.46%
2
Sell
Mar 29, 2024
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
19.57%
▲ 30.51%
17
Buy
Mar 24, 2024
SPYG
SPDR Portfolio S&P 500 Growth ETF
11.14%
▲ 29.71%
14
Buy
Mar 24, 2024
XLF
Financial Select Sector SPDR Fund
3.26%
▲ 32.44%
17
Buy
Mar 24, 2024
XLV
Health Care Select Sector SPDR Fund
2.2%
▲ 15.38%
12
Buy
Mar 24, 2024
VXUS
Vanguard Total International Stock ETF
1.02%
▲ 12.58%
17
Buy
Mar 24, 2024
VEA
Vanguard FTSE Developed Markets ETF
0.39%
▲ 10.13%
8
Buy
Mar 24, 2024
SPLK
Splunk
―
▲ 53.82%
2
Close
Mar 15, 2024
OBDC
Blue Owl Capital
1.09%
▲ 33.58%
14
Sell
Mar 15, 2024
MSFT
Microsoft
3.15%
▲ 65.14%
7
Buy
Mar 14, 2024
PRU
Prudential Financial
3.68%
▲ 45.36%
19
Buy
Mar 14, 2024
TMUS
T Mobile US
0.8%
▲ 28.52%
3
Buy
Mar 14, 2024
CVX
Chevron
7.09%
▲ 68.32%
19
Buy
Mar 11, 2024
DOW
Dow Inc
0.87%
▲ 2.50%
17
Buy
Mar 11, 2024
UNM
Unum Group
2.17%
▲ 89.02%
16
Buy
Mar 03, 2024
EPD
Enterprise Products Partners
3.41%
▲ 53.13%
18
Buy
Mar 03, 2024
LUV
Southwest Airlines
0.2%
▼ 12.27%
7
Sell
Mar 03, 2024
ABBV
AbbVie
2.47%
▲ 41.45%
15
Buy
Mar 03, 2024
GD
General Dynamics
2.27%
▲ 47.32%
9
Buy
Mar 03, 2024
PSX
Phillips 66
1.2%
▲ 53.84%
9
Buy
Mar 03, 2024
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