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Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #99,907 out of 809,067 TipRanks' Investors
Success Rate
56%
195 out of 348
profitable transactions
Average Return
40.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.69%
6-Month Return▲ 5.20%
12-Month Return▲ 12.27%
YTD Return▲ 8.71%
Total Return▲ 41.29%

Best Trade

Opened at
Closed at-
Gain▲ 1781.37%

Bio

Webull Holdings

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.19%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.92%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.29%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 5.19%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.76%
▲ 6.03%▲ 2.69%▲ 5.07%
▼ 12.86%▼ 1.27%▲ 1.82%
▼ 1.80%▼ 5.57%▼ 6.19%
▲ 1.84%▼ 0.87%▼ 0.92%
▲ 12.20%▲ 6.28%▼ 0.33%
▲ 6.24%▲ 5.14%▲ 4.29%
▲ 18.34%▲ 1.57%▲ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
▼ 37.11%
10
Close
Jul 02, 2025
Petco Health and Wellness Company
0%
▲ 17.77%
8
Sell
Jul 02, 2025
PPG Industries
0%
▲ 5.45%
17
Sell
Jul 02, 2025
Schwab US Dividend Equity ETF
▼ 3.45%
6
Close
Jun 13, 2025
Walmart
2.97%
▲ 2.73%
1
Open
Jan 10, 2025
Palantir Technologies
0.05%
▲ 1,502.39%
8
Sell
Dec 27, 2024
XPO
▲ 17.57%
8
Close
Dec 27, 2024
Scotts Miracle-Gro Company
▲ 0.83%
7
Close
Dec 27, 2024
Conocophillips
2.79%
▼ 15.39%
12
Buy
Dec 19, 2024
Vanguard Total Stock Market ETF
▲ 54.03%
15
Close
Dec 11, 2024
iShares MSCI South Korea ETF
▼ 16.14%
2
Close
Dec 11, 2024
iShares MSCI ACWI ex U.S. ETF
▼ 0.44%
3
Close
Dec 11, 2024
Super Micro Computer
▲ 55.85%
3
Close
Nov 30, 2024
iShares 20+ Year Treasury Bond ETF
1.92%
▼ 7.01%
4
Buy
Nov 20, 2024
Dollar Tree
▲ 1.04%
2
Close
Nov 15, 2024
ChargePoint Holdings
▼ 63.82%
20
Close
Nov 08, 2024
Nio
9.05%
▼ 39.83%
32
Buy
Oct 22, 2024
Bath & Body Works
6.32%
▼ 4.63%
10
Buy
Oct 22, 2024
Home Depot
▼ 3.55%
5
Close
Sep 18, 2024
Intel
6.11%
▼ 11.36%
12
Buy
Sep 16, 2024