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DB

1
Individual Investor
Ranked #47,075 out of 826,835 TipRanks' Investors
Success Rate
76%
446 out of 588
profitable transactions
Average Return
26.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.99%
6-Month Return▲ 12.54%
12-Month Return▲ 11.53%
YTD Return▲ 12.53%
Total Return▲ 76.71%

Best Trade

Opened at
Closed at-
Gain▲ 197.77%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.70%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.61%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.08%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.14%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 1.34%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.70%
▲ 11.63%▲ 6.28%▲ 4.61%
▲ 9.25%▲ 5.14%▲ 2.88%
▲ 7.60%▲ 2.30%▲ 0.82%
▲ 2.76%▲ 2.05%▲ 2.08%
▲ 12.88%▲ 3.56%▲ 0.53%
▲ 10.96%▲ 2.38%▲ 2.14%
▼ 2.18%▼ 1.00%▼ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab U.S. Large-Cap Growth ETF
1.62%
▲ 11.37%
8
Buy
Oct 31, 2025
AllianceBernstein
1.4%
▲ 12.93%
17
Buy
Oct 24, 2025
Standard Lithium Ltd
0.96%
▲ 29.85%
8
Buy
Oct 22, 2025
Nvidia
6.7%
▲ 47.36%
28
Buy
Oct 17, 2025
SoFi
3.7%
▲ 13.26%
8
Buy
Oct 13, 2025
Steel Dynamics
4.77%
▲ 79.51%
28
Buy
Oct 10, 2025
Coca-Cola
3.89%
▲ 15.36%
22
Buy
Oct 02, 2025
New Jersey Resources
1.56%
▲ 0.09%
9
Buy
Oct 01, 2025
Qualcomm
5.76%
▲ 21.19%
19
Buy
Sep 26, 2025
Financial Select Sector SPDR Fund
2.83%
▲ 39.36%
18
Buy
Sep 25, 2025
Alphabet Class C
6.56%
▲ 94.06%
21
Buy
Sep 16, 2025
Energy Transfer
6.97%
▲ 63.13%
56
Buy
Sep 15, 2025
RTX
8.99%
▲ 78.31%
29
Buy
Sep 15, 2025
Abbott Laboratories
6.13%
▲ 17.21%
23
Buy
Sep 15, 2025
Enterprise Products Partners
6.61%
▲ 10.18%
19
Buy
Sep 15, 2025
MPLX
7.33%
▲ 48.75%
39
Buy
Sep 15, 2025
Essential Properties Realty
2.75%
▲ 16.28%
26
Buy
Sep 15, 2025
Ares Capital
▲ 14.29%
31
Close
Sep 15, 2025
Golub Capital Bdc
▲ 0.44%
18
Close
Sep 15, 2025
Waystar Holding Corp.
2.2%
▲ 3.68%
2
Buy
Sep 15, 2025