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taxable - New Portfolio
tim.a
taxableIndividual Investor
Ranked #44,289 out of 820,354 TipRanks' Investors
Success Rate
503 out of 700
profitable transactions
profitable transactions
Average Return
37.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.78%
6-Month Return▲ 11.12%
12-Month Return▲ 13.01%
YTD Return▲ 12.93%
Total Return▲ 98.55%
Best Trade
Bio
barbell focused on alpha
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 2.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.97%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.32%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 0.56%
Sep 2025
▼ 12.86%▼ 1.27%▲ 2.42%
▼ 1.80%▼ 5.57%▼ 2.97%
▲ 1.84%▼ 0.87%▼ 3.63%
▲ 12.20%▲ 6.28%▲ 3.92%
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.92%▲ 2.30%▲ 0.94%
▲ 4.87%▲ 2.05%▲ 4.32%
▲ 5.04%▲ 2.88%▲ 0.56%
Recent Activity
Unum Group
3.05%
▲ 151.04%
22
Buy
Sep 10, 2025
Enterprise Products Partners
3.59%
▲ 63.57%
25
Buy
Sep 10, 2025
JPMorgan Chase
4.71%
▲ 122.69%
22
Buy
Sep 10, 2025
AbbVie
3.07%
▲ 77.67%
22
Buy
Sep 10, 2025
Cisco Systems
0.68%
▲ 43.96%
19
Buy
Sep 10, 2025
Hewlett Packard Enterprise
0.9%
▲ 74.01%
19
Buy
Sep 10, 2025
Dow Inc
―
▼ 31.65%
24
Close
Sep 10, 2025
VICI Properties
0.91%
▲ 16.68%
19
Buy
Sep 10, 2025
T Mobile US
1%
▲ 60.09%
5
Sell
Sep 10, 2025
Kraft Heinz
―
▼ 17.40%
18
Close
Sep 10, 2025
Freeport-McMoRan
0.48%
▼ 5.39%
14
Buy
Sep 10, 2025
Lowe's
1.7%
▲ 19.81%
9
Buy
Sep 10, 2025
Phillips 66
0.96%
▲ 34.72%
15
Buy
Sep 10, 2025
Blue Owl Capital
1.36%
▲ 12.86%
25
Buy
Sep 10, 2025
Ares Capital
0.01%
▲ 14.00%
13
Sell
Sep 10, 2025
Crown Castle
0.68%
▼ 3.08%
16
Sell
Sep 10, 2025
MP Materials
0.11%
▲ 182.70%
4
Sell
Sep 10, 2025
W. P. Carey Inc.
0.39%
▲ 17.72%
4
Buy
Sep 10, 2025
Microsoft
2.58%
▲ 97.07%
9
Sell
Jun 28, 2025
Alphabet Class A
7.01%
▲ 85.87%
5
Sell
Jun 28, 2025