New Portfolio - New Portfolio
JO
New PortfolioIndividual Investor
Ranked #457,529 out of 858,885 TipRanks' Investors
Success Rate
149 out of 289
profitable transactions
profitable transactions
Average Return
2.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.76%
6-Month Return▼ 14.91%
12-Month Return▲ 10.67%
YTD Return▼ 21.55%
Total Return▲ 76.10%
Best Trade
Bio
Dividend is king
Performance
14.22%0-14.22%
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.52%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.90%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 6.43%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 7.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 14.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.78%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.95%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 10.96%▲ 2.38%▲ 9.52%
▼ 3.68%▲ 0.19%▼ 3.90%
▼ 0.10%▲ 0.08%▲ 6.43%
▲ 4.06%▲ 1.47%▼ 7.60%
▼ 1.12%▼ 0.86%▼ 14.22%
▲ 0.60%▼ 4.94%▼ 4.78%
▲ 4.89%▲ 4.48%▲ 3.95%
Recent Activity
Microsoft
10.13%
▲ 6.33%
6
Buy
Apr 15, 2024
VanEck Bitcoin ETN
34.9%
▲ 20.85%
7
Sell
Apr 15, 2024
iShares NASDAQ - 100 UCITS ETF (DE)
6.67%
▲ 29.68%
3
Buy
Apr 15, 2024
Vanguard FTSE All-World UCITS ETF Accum USD
7.15%
▲ 42.17%
5
Buy
Apr 15, 2024
Amazon
6.51%
▲ 21.98%
2
Buy
Apr 15, 2024
Berkshire Hathaway B
―
▲ 2.05%
3
Close
Apr 15, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
6.18%
▲ 25.31%
2
Buy
Apr 15, 2024
Ares Capital
3.3%
▲ 25.75%
11
Sell
Apr 14, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
―
▲ 16.36%
2
Close
Apr 14, 2024
Nvidia
―
▲ 14.44%
7
Close
Mar 02, 2024
TSMC
―
▼ 1.65%
4
Close
Feb 29, 2024
Snowflake
―
▼ 19.87%
3
Close
Feb 29, 2024
VanEck Crypto and Blockchain Innovators UCITS ETF
―
▲ 3.78%
3
Close
Feb 29, 2024
WisdomTree Cybersecurity Fund
―
▼ 3.95%
2
Close
Feb 29, 2024
iShares S&P 500 AUD Hedged ETF
―
▲ 14.40%
3
Close
Feb 13, 2024
Ish.Frf Spx 500
―
▲ 2.38%
2
Close
Feb 12, 2024
Tenable Holdings
―
▼ 0.26%
2
Close
Feb 12, 2024
Zscaler
―
▼ 0.61%
2
Close
Feb 12, 2024
Main Street Capital
―
▲ 5.35%
5
Close
Feb 09, 2024
Hercules Capital, Inc.
3.39%
▼ 2.63%
7
Sell
Feb 09, 2024