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New Portfolio - New Portfolio
Success Rate
49 out of 66
profitable transactions
profitable transactions
Average Return
44.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.11%
6-Month Return▲ 22.78%
12-Month Return▲ 17.56%
YTD Return▲ 25.70%
Total Return▲ 128.10%
Best Trade
Bio
Large Cap Value with a nice dividend
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.49%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.11%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.76%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.60%
Sep 2025
▲ 0.54%
▼ 0.47%
▼ 2.84%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.11%
▲ 0.80%▼ 0.87%▼ 6.49%
▲ 11.63%▲ 6.28%▲ 3.11%
▲ 9.25%▲ 5.14%▲ 5.76%
▲ 7.60%▲ 2.30%▲ 2.94%
▲ 2.76%▲ 2.05%▲ 6.73%
▲ 12.88%▲ 3.56%▲ 4.60%
▲ 0.54%▼ 0.47%▼ 2.84%
Recent Activity
Oneok
5.03%
▼ 11.79%
3
Buy
Sep 17, 2025
AT&T
―
▲ 29.76%
2
Close
Sep 17, 2025
Alexandria Equities
6.23%
▼ 14.52%
6
Buy
Sep 15, 2025
United Parcel
―
▼ 31.33%
2
Close
Sep 15, 2025
Coca-Cola
―
▲ 26.09%
3
Close
Apr 28, 2025
MPLX
1.76%
▼ 1.54%
2
Buy
Apr 28, 2025
Gilead Sciences
7.12%
▲ 42.01%
6
Buy
Dec 16, 2024
Amgen
―
▲ 32.20%
2
Close
Dec 13, 2024
Synovus
2.78%
▼ 11.99%
1
Open
Dec 13, 2024
General Dynamics
―
▲ 10.04%
2
Close
Dec 04, 2024
Emerson Electric Company
2.32%
▲ 18.69%
1
Open
Nov 04, 2024
Barrick Mining
10.06%
▲ 100.61%
5
Buy
Sep 10, 2024
International Flavors & Fragrances
―
▲ 3.11%
3
Close
Feb 21, 2024
Kimberly Clark
―
▲ 0.73%
2
Close
Jan 30, 2024
Merck & Company
2.58%
▼ 16.12%
1
Open
Dec 27, 2023
Exxon Mobil
―
▲ 35.24%
4
Close
Dec 18, 2023
Citigroup
11.57%
▲ 119.12%
2
Buy
Dec 18, 2023
Eastman Chemical
―
▲ 8.30%
2
Close
Nov 22, 2023
Northern Oil And Gas
―
▲ 14.19%
3
Close
Oct 30, 2023
Medtronic
5.76%
▲ 19.24%
2
Buy
Oct 24, 2023