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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #153,558 out of 827,009 TipRanks' Investors
Success Rate
71%
187 out of 262
profitable transactions
Average Return
4.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.98%
6-Month Return▲ 10.18%
12-Month Return▲ 0.25%
YTD Return▲ 6.75%
Total Return▲ 24.92%

Best Trade

Opened at
Closed at-
Gain▲ 117.24%

Bio

A dividend seeker with stability.

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 7.58%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.57%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.35%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.33%
Oct 2025
▼ 1.46%
▼ 0.66%
▼ 1.30%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 7.58%
▲ 11.63%▲ 6.28%▲ 1.69%
▲ 9.25%▲ 5.14%▲ 1.57%
▲ 7.60%▲ 2.30%▼ 1.94%
▲ 2.76%▲ 2.05%▲ 4.87%
▲ 12.88%▲ 3.56%▲ 4.35%
▲ 10.96%▲ 2.38%▲ 0.33%
▼ 1.46%▼ 0.66%▼ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Infrastructure
16.83%
▲ 28.35%
4
Sell
Jan 28, 2025
Casella Waste
▲ 88.28%
2
Close
Jan 28, 2025
Plug Power
▼ 84.98%
2
Close
Jan 28, 2025
PaySign
▼ 31.63%
4
Close
Jan 28, 2025
Invesco Dynamic Large Cap Growth ETF
▲ 103.04%
2
Close
Jan 28, 2025
Schwab U.S. Large-Cap Growth ETF
▲ 1.60%
6
Close
Oct 17, 2020
ALPS Clean Energy ETF
▲ 70.23%
2
Close
Oct 17, 2020
iShares Core S&P U.S. Growth ETF
▲ 20.98%
2
Close
Oct 17, 2020
Emerging Markets Internet & Ecommerce ETF
▼ 1.27%
2
Close
Oct 17, 2020
Invesco China Technology ETF
▲ 1.78%
2
Close
Oct 17, 2020
Global X MSCI China Consumer Discretionary ETF
▲ 7.80%
2
Close
Oct 17, 2020
Distillate US Fundamental Stability & Value ETF
27.56%
▲ 81.41%
1
Open
Aug 26, 2020
Easterly Government Properties
4.18%
▼ 23.27%
3
Open
Aug 26, 2020
Medical Properties
2.37%
▼ 26.32%
3
Open
Aug 26, 2020
Icahn Enterprises
▲ 15.43%
4
Close
Aug 26, 2020
Blackstone Group
▲ 15.63%
6
Close
Aug 26, 2020
OShares U.S. Quality Dividend ETF
▲ 5.46%
8
Close
Aug 26, 2020
WisdomTree US Quality Dividend Growth Fund
▲ 9.85%
4
Close
Aug 26, 2020
Fidelity MSCI Utilities Index ETF
▲ 2.83%
4
Close
Aug 26, 2020
Fidelity MSCI Real Estate Index ETF
▲ 7.58%
4
Close
Aug 26, 2020