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New Portfolio - New Portfolio

samh

New Portfolio
Individual Investor
Ranked #38,854 out of 824,094 TipRanks' Investors
Success Rate
64%
101 out of 157
profitable transactions
Average Return
64.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 19.50%
12-Month Return▲ 9.70%
YTD Return▲ 12.11%
Total Return▲ 83.91%

Best Trade

Opened at
Closed at-
Gain▲ 1248.79%

Bio

personal porfolio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.18%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.19%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.00%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.04%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.11%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.91%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.18%
▲ 0.80%▼ 0.87%▼ 2.19%
▲ 11.63%▲ 6.28%▲ 3.51%
▲ 9.25%▲ 5.14%▲ 4.00%
▲ 7.60%▲ 2.30%▲ 1.78%
▲ 2.76%▲ 2.05%▲ 4.04%
▲ 12.88%▲ 3.56%▲ 2.11%
▲ 4.43%▼ 0.27%▼ 0.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 129.85%
2
Close
May 16, 2025
Capital One Financial
2.6%
▲ 7.79%
1
Open
May 16, 2025
US Bancorp
▼ 9.91%
2
Close
Jun 09, 2024
BlackRock Science & Technology Trust
▼ 4.44%
2
Close
Jun 09, 2024
Brookfield Infrastructure
▼ 1.55%
3
Close
Jun 09, 2024
W. P. Carey Inc.
▲ 3.98%
2
Close
Jun 09, 2024
AT&T
▼ 4.04%
2
Close
Mar 24, 2024
Verizon
▼ 15.31%
2
Close
Mar 24, 2024
Newtek Business
▼ 32.14%
3
Close
Dec 17, 2023
3M
▼ 32.50%
2
Close
Aug 16, 2023
Nucor
0.8%
▲ 6.87%
2
Buy
Aug 16, 2023
Intel
▼ 29.22%
2
Close
Aug 16, 2023
SL Green Realty
▼ 36.42%
3
Close
Aug 16, 2023
Walgreens Boots Alliance
▼ 33.97%
2
Close
Aug 16, 2023
Paramount Skydance
▼ 60.56%
2
Close
Aug 16, 2023
Walt Disney
▼ 51.78%
2
Close
Aug 16, 2023
Brookfield Renewable
▼ 35.57%
2
Close
Aug 16, 2023
Shaw Communications
▲ 82.78%
2
Close
Apr 03, 2023
NextEra Energy
▲ 1.21%
2
Close
Mar 21, 2023
Union Pacific
▼ 11.05%
2
Close
Mar 21, 2023