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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #73,599 out of 833,817 TipRanks' Investors
Success Rate
79%
27 out of 34
profitable transactions
Average Return
64.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.74%
6-Month Return▲ 14.66%
12-Month Return▲ 25.23%
YTD Return▲ 28.49%
Total Return▲ 88.89%

Best Trade

Opened at
Closed at
Gain▲ 293.63%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 11.39%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.94%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.33%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.07%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.09%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 2.70%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 11.39%
▲ 9.25%▲ 5.14%▲ 6.94%
▲ 7.60%▲ 2.30%▲ 4.11%
▲ 2.76%▲ 2.05%▲ 4.33%
▲ 12.88%▲ 3.56%▲ 2.33%
▲ 10.96%▲ 2.38%▼ 0.07%
▼ 3.57%▲ 0.19%▼ 1.09%
▲ 1.45%▲ 1.32%▲ 2.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
8.33%
▲ 5.39%
1
Open
Nov 02, 2025
Berkshire Hathaway B
8.33%
0.00%
1
Open
Nov 02, 2025
Baidu
8.33%
▲ 14.12%
3
Open
Sep 28, 2025
Microsoft
8.33%
▼ 4.99%
1
Open
Sep 28, 2025
CrowdStrike Holdings
8.33%
▼ 2.32%
1
Open
Sep 28, 2025
BYD Co
8.33%
▼ 13.93%
1
Open
Sep 28, 2025
Alphabet Class A
8.33%
▲ 91.55%
3
Open
Apr 08, 2024
Invesco Aerospace & Defense ETF
8.33%
▲ 37.86%
3
Open
Apr 08, 2024
Boeing
8.33%
▼ 12.33%
3
Open
Apr 08, 2024
Meta Platforms
8.33%
▲ 29.32%
1
Open
Apr 08, 2024
iShares U.S. Aerospace & Defense ETF
8.33%
▲ 70.20%
1
Open
Apr 08, 2024
Alibaba
▲ 62.70%
2
Close
Feb 15, 2021
Lam Research
▲ 293.63%
2
Close
Feb 15, 2021
Morgan Stanley
▲ 61.99%
2
Close
Feb 15, 2021
Tencent Holdings
▲ 129.01%
2
Close
Feb 15, 2021
JD
▲ 274.90%
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