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Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #91,959 out of 823,495 TipRanks' Investors
Success Rate
57%
207 out of 362
profitable transactions
Average Return
49.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▲ 34.31%
12-Month Return▲ 26.46%
YTD Return▲ 27.71%
Total Return▲ 66.72%

Best Trade

Opened at
Closed at-
Gain▲ 2102.70%

Bio

Webull Holdings

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.19%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.92%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 0.33%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.29%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.06%
Sep 2025
▲ 3.56%
▼ 0.59%
▼ 2.13%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.19%
▲ 0.80%▼ 0.87%▼ 0.92%
▲ 11.63%▲ 6.28%▼ 0.33%
▲ 9.25%▲ 5.14%▲ 4.29%
▲ 7.60%▲ 2.30%▲ 5.91%
▲ 2.76%▲ 2.05%▲ 9.31%
▲ 12.88%▲ 3.56%▲ 9.06%
▲ 3.56%▼ 0.59%▼ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sony Financial Group Inc.
0.3%
▼ 1.17%
2
Buy
Oct 14, 2025
Generac Holdings
5.23%
▲ 8.77%
5
Open
Oct 13, 2025
PayPal Holdings
▲ 0.70%
11
Close
Oct 10, 2025
Bath & Body Works
▼ 16.08%
19
Close
Oct 10, 2025
Medical Properties
▲ 1.72%
18
Close
Sep 06, 2025
Petco Health and Wellness Company
▲ 20.26%
9
Close
Sep 06, 2025
PPG Industries
▲ 3.06%
20
Close
Sep 06, 2025
Vanguard Total Stock Market ETF
0.12%
▲ 49.41%
16
Open
Aug 13, 2025
iShares 20+ Year Treasury Bond ETF
▼ 3.99%
6
Close
Aug 13, 2025
Vanguard Total Bond Market ETF
0.08%
▲ 2.02%
1
Open
Aug 13, 2025
On Holding AG
2.4%
▲ 27.58%
4
Buy
Aug 11, 2025
UnitedHealth
▼ 37.11%
10
Close
Jul 02, 2025
Schwab US Dividend Equity ETF
▼ 3.45%
6
Close
Jun 13, 2025
Walmart
3.05%
▲ 16.15%
1
Open
Jan 10, 2025
Palantir Technologies
0.05%
▲ 1,776.07%
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
2.45%
▼ 17.92%
12
Buy
Dec 19, 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