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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #24,296 out of 815,805 TipRanks' Investors
Success Rate
70%
49 out of 70
profitable transactions
Average Return
86.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.95%
6-Month Return▲ 18.98%
12-Month Return▲ 27.78%
YTD Return▲ 17.22%
Total Return▲ 155.14%

Best Trade

Opened at
Closed at-
Gain▲ 1274.09%

Bio

This portfolio follows my Webull investments. I have 6 other platforms.

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 1.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.68%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.40%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.84%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 4.82%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.16%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.50%
▼ 12.86%▼ 1.27%▼ 2.94%
▼ 1.80%▼ 5.57%▼ 5.26%
▲ 1.84%▼ 0.87%▼ 0.68%
▲ 12.20%▲ 6.28%▲ 7.40%
▲ 6.24%▲ 5.14%▲ 7.84%
▲ 27.88%▲ 2.30%▲ 4.82%
▲ 6.52%▲ 2.30%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
15.4%
▲ 736.55%
4
Sell
Mar 01, 2025
Bitcoin
▲ 242.03%
2
Close
Nov 27, 2024
Southwestern Energy
▼ 4.89%
3
Close
Sep 30, 2024
Expand Energy
0.22%
▲ 22.10%
1
Open
Sep 30, 2024
Digi International
▼ 38.04%
2
Close
Jun 20, 2024
Heritage-Crystal Clean
▲ 16.58%
4
Close
Oct 16, 2023
Driven Brands Holdings
▼ 65.89%
2
Close
Oct 12, 2023
Vanguard Intermediate-Term Bond ETF
1.59%
▲ 9.51%
1
Open
Apr 05, 2023
Vanguard Long-Term Bond ETF
1.19%
▼ 0.85%
1
Open
Apr 05, 2023
iShares TIPS Bond ETF
0.85%
▲ 7.75%
1
Open
Apr 05, 2023
Vanguard FTSE Developed Markets ETF
1.1%
▲ 40.67%
1
Open
Apr 05, 2023
Clearfield
▼ 27.49%
2
Close
Feb 22, 2023
SNDL
▼ 14.18%
2
Close
Jan 12, 2023
Amkor
0.42%
▼ 4.07%
3
Open
Nov 25, 2022
Amazon
5.94%
▲ 106.68%
2
Buy
Oct 28, 2022
Super Micro Computer
▲ 346.14%
3
Close
Oct 18, 2022
Advanced Micro Devices
2.88%
▲ 76.86%
3
Open
Oct 15, 2022
Alphabet Class C
5.81%
▲ 70.23%
4
Buy
Oct 05, 2022
American International Group
▲ 2.21%
2
Close
Oct 05, 2022
Graphic Packaging
▼ 6.81%
2
Close
Oct 05, 2022