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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #165,471 out of 822,855 TipRanks' Investors
Success Rate
70%
14 out of 20
profitable transactions
Average Return
56.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.88%
6-Month Return▲ 18.49%
12-Month Return▼ 0.90%
YTD Return▲ 5.37%
Total Return▲ 30.07%

Best Trade

Opened at
Closed at-
Gain▲ 549.64%

Bio

This is my portfolio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.60%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.05%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.27%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.83%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.89%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.38%
▲ 0.80%▼ 0.87%▼ 4.60%
▲ 11.63%▲ 6.28%▲ 2.07%
▲ 9.25%▲ 5.14%▲ 8.05%
▲ 7.60%▲ 2.30%▲ 2.27%
▲ 2.76%▲ 2.05%▲ 0.87%
▲ 12.88%▲ 3.56%▲ 0.83%
▲ 0.54%▼ 1.98%▼ 1.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The First Of Long Island
▼ 26.70%
2
Close
May 30, 2025
ConnectOne Bancorp
0.81%
▲ 7.02%
1
Open
May 30, 2025
Store Capital
▲ 2.09%
3
Close
Feb 03, 2023
Philip Morris
1.72%
▲ 94.64%
2
Sell
Oct 05, 2021
Enterprise Products Partners
▲ 5.48%
2
Close
Oct 05, 2021
Goldman Sachs Group
4.09%
▲ 115.94%
1
Open
Sep 23, 2021
Invesco Mortgage
1.56%
▼ 50.63%
1
Open
Sep 23, 2021
NNN REIT
1.34%
▲ 14.99%
1
Open
Sep 23, 2021
Comcast
0.32%
▼ 40.50%
1
Open
Sep 23, 2021
Coca-Cola
2.15%
▲ 39.89%
1
Open
Sep 23, 2021
Icahn Enterprises
1.74%
▼ 65.89%
1
Open
Sep 23, 2021
Altria Group
2.14%
▲ 87.49%
1
Open
Sep 23, 2021
Oneok
23.66%
▲ 49.45%
1
Open
Sep 23, 2021
AbbVie
16.04%
▲ 150.18%
1
Open
Sep 23, 2021
McDonald's
1.59%
▲ 32.91%
1
Open
Sep 23, 2021
Unum Group
8.12%
▲ 257.24%
1
Open
Sep 23, 2021
Reynolds Consumer Products
0.38%
▼ 4.05%
1
Open
Sep 23, 2021
Natural Resource PRN
34.35%
▲ 549.64%
1
Open
Sep 23, 2021
Fanhua
0.01%
▼ 97.54%
1
Open
Sep 23, 2021