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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #64,523 out of 858,971 TipRanks' Investors
Success Rate
82%
28 out of 34
profitable transactions
Average Return
63.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return▲ 2.27%
12-Month Return▲ 44.41%
YTD Return▼ 0.08%
Total Return▲ 88.51%

Best Trade

Opened at
Closed at
Gain▲ 293.64%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.57%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.06%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.65%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.77%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.86%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.68%▲ 0.19%▼ 1.09%
▼ 0.10%▲ 0.08%▲ 2.57%
▲ 4.06%▲ 1.47%▲ 5.06%
▼ 1.12%▼ 0.86%▼ 4.65%
▲ 0.60%▼ 4.94%▼ 5.77%
▲ 7.53%▲ 5.50%▲ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
8.33%
▲ 0.95%
1
Open
Nov 02, 2025
Berkshire Hathaway B
8.33%
0.00%
1
Open
Nov 02, 2025
Baidu
8.33%
▲ 9.91%
3
Open
Sep 28, 2025
Microsoft
8.33%
▼ 25.17%
1
Open
Sep 28, 2025
CrowdStrike Holdings
8.33%
▼ 17.65%
1
Open
Sep 28, 2025
BYD Co
8.33%
▲ 1.20%
1
Open
Sep 28, 2025
Alphabet Class A
8.33%
▲ 93.98%
3
Open
Apr 08, 2024
Invesco Aerospace & Defense ETF
8.33%
▲ 46.21%
3
Open
Apr 08, 2024
Boeing
8.33%
▼ 11.24%
3
Open
Apr 08, 2024
Meta Platforms
8.33%
▲ 23.03%
1
Open
Apr 08, 2024
iShares U.S. Aerospace & Defense ETF
8.33%
▲ 80.06%
1
Open
Apr 08, 2024
Alibaba
▲ 62.70%
2
Close
Feb 15, 2021
Lam Research
▲ 293.64%
2
Close
Feb 15, 2021
Morgan Stanley
▲ 61.99%
2
Close
Feb 15, 2021
Tencent Holdings
▲ 129.01%
2
Close
Feb 15, 2021
JD
▲ 274.89%
2
Close
Feb 15, 2021
Magna International
▲ 46.55%
2
Close
Feb 15, 2021
iShares Biotechnology ETF
▲ 44.68%
2
Close
Feb 15, 2021
ROBO Global Robotics & Automation Index ETF
▲ 68.85%
2
Close
Feb 15, 2021
Invesco S&P SmallCap Information Technology ETF
▲ 72.28%
2
Close
Feb 15, 2021