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Investor_K PF - New Portfolio

Investor_K

Investor_K PF
Individual Investor
Ranked #135,881 out of 830,412 TipRanks' Investors
Success Rate
67%
217 out of 325
profitable transactions
Average Return
16.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.28%
6-Month Return▲ 15.64%
12-Month Return▲ 9.19%
YTD Return▲ 14.83%
Total Return▲ 50.12%

Best Trade

Opened at
Closed at-
Gain▲ 268.27%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.83%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.01%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.45%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.72%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 4.28%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.45%
▲ 11.63%▲ 6.28%▲ 0.83%
▲ 9.25%▲ 5.14%▲ 4.69%
▲ 7.60%▲ 2.30%▼ 0.01%
▲ 2.76%▲ 2.05%▲ 0.45%
▲ 12.88%▲ 3.56%▲ 4.62%
▲ 10.96%▲ 2.38%▲ 0.72%
▼ 3.44%▲ 0.19%▲ 4.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Extended Duration Treasury ETF
0%
▼ 1.79%
34
Sell
Dec 01, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
7.47%
▲ 8.80%
11
Buy
Nov 24, 2025
SPDR Gold MiniShares Trust
16.78%
▲ 16.80%
20
Buy
Nov 20, 2025
Apple
4.92%
▲ 65.98%
8
Sell
Nov 18, 2025
Microsoft
4.34%
▲ 102.18%
6
Sell
Nov 18, 2025
On Holding AG
2.33%
▲ 94.72%
6
Sell
Nov 18, 2025
Nvidia
2.5%
▲ 143.90%
5
Sell
Nov 18, 2025
Grab
0.48%
▲ 30.87%
3
Buy
Nov 18, 2025
WisdomTree India Earnings Fund
▲ 23.06%
9
Close
Nov 03, 2025
Global X NASDAQ 100 Covered Call ETF
4.65%
▲ 9.17%
25
Buy
Nov 03, 2025
Invesco QQQ Trust
2.18%
▲ 118.92%
5
Sell
Oct 09, 2025
Vanguard S&P 500 ETF
26.6%
▲ 83.50%
9
Sell
Oct 09, 2025
Vanguard High Dividend Yield Index ETF
12.83%
▲ 53.48%
12
Sell
Oct 09, 2025
Eli Lilly & Co
7.59%
▲ 60.69%
5
Sell
Sep 03, 2025
Petroleo Brasileiro SA- Petrobras
3.76%
▲ 46.48%
26
Buy
Aug 13, 2025
Shell
▲ 22.51%
9
Close
Jan 07, 2025
Vanguard Total International Bond ETF
▲ 4.41%
3
Close
Dec 17, 2024
Rio Tinto
▲ 10.02%
12
Close
Nov 11, 2024
Devon Energy
▼ 10.89%
12
Close
Aug 15, 2024
International Business Machines
▲ 55.74%
11
Close
Aug 14, 2024