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Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #90,500 out of 816,568 TipRanks' Investors
Success Rate
57%
201 out of 353
profitable transactions
Average Return
44.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.38%
6-Month Return▲ 17.16%
12-Month Return▲ 29.37%
YTD Return▲ 19.42%
Total Return▲ 55.80%

Best Trade

Opened at
Closed at-
Gain▲ 1798.28%

Bio

Webull Holdings

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 5.91%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.31%
Aug 2025
▼ 0.63%
▼ 0.20%
▼ 0.20%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 5.91%
▲ 4.87%▲ 2.05%▲ 9.31%
▼ 0.63%▼ 0.20%▼ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bath & Body Works
5.74%
▼ 6.66%
11
Buy
Sep 02, 2025
PPG Industries
0%
▲ 0.90%
19
Sell
Aug 22, 2025
Vanguard Total Stock Market ETF
0.13%
▲ 49.11%
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%
▲ 0.18%
1
Open
Aug 13, 2025
On Holding AG
2.65%
▲ 35.51%
4
Buy
Aug 11, 2025
Medical Properties
0%
▼ 1.82%
17
Sell
Jul 25, 2025
UnitedHealth
▼ 37.11%
10
Close
Jul 02, 2025
Petco Health and Wellness Company
0%
▲ 17.82%
8
Sell
Jul 02, 2025
Schwab US Dividend Equity ETF
▼ 3.45%
6
Close
Jun 13, 2025
Walmart
2.94%
▲ 7.73%
1
Open
Jan 10, 2025
Palantir Technologies
0.04%
▲ 1,516.80%
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
2.73%
▼ 11.89%
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
Super Micro Computer
▲ 55.85%
3
Close
Nov 30, 2024
Dollar Tree
▲ 1.04%
2
Close
Nov 15, 2024
ChargePoint Holdings
▼ 63.82%
20
Close
Nov 08, 2024