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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #35,649 out of 849,026 TipRanks' Investors
Success Rate
70%
679 out of 967
profitable transactions
Average Return
59.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.19%
6-Month Return▲ 43.02%
12-Month Return▲ 102.14%
YTD Return▲ 13.75%
Total Return▲ 407.60%

Best Trade

Opened at
Closed at
Gain▲ 1146.49%

Bio

Current Portfolio

Performance

17.76%0-17.76%
▲ 9.25%
▲ 5.14%
▲ 17.76%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 11.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.73%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.41%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.06%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 13.75%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 17.76%
▲ 7.60%▲ 2.30%▲ 11.02%
▲ 2.76%▲ 2.05%▲ 6.56%
▲ 12.88%▲ 3.56%▲ 14.73%
▲ 10.96%▲ 2.38%▲ 10.41%
▼ 3.58%▲ 0.19%▼ 1.99%
▼ 0.10%▲ 0.08%▼ 6.06%
▲ 3.22%▲ 1.43%▲ 13.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ondas Holdings
5.84%
▲ 88.69%
21
Buy
Jan 16, 2026
Zeta Global Holdings Corp
5.15%
▲ 10.43%
5
Buy
Jan 16, 2026
Richtech Robotics Inc. Class B
▼ 3.07%
3
Close
Jan 16, 2026
Silicon Motion
2.71%
0.00%
1
Open
Jan 16, 2026
CoreWeave
4.99%
▼ 18.35%
18
Sell
Jan 15, 2026
MP Materials
▲ 13.78%
2
Close
Jan 15, 2026
SES AI Corporation Class A
2.17%
▼ 0.20%
3
Buy
Jan 15, 2026
Ero Copper
1.65%
▲ 0.70%
2
Buy
Jan 15, 2026
Amprius Technologies Inc
▼ 2.03%
2
Close
Jan 15, 2026
Aduro Clean Technologies
1.34%
0.00%
1
Open
Jan 15, 2026
Meta Platforms
2.96%
▲ 14.94%
13
Buy
Jan 13, 2026
UiPath
4.41%
▼ 6.31%
12
Buy
Jan 13, 2026
Ero Copper
▼ 3.87%
2
Close
Jan 13, 2026
ASML Holding
▲ 76.38%
19
Close
Jan 12, 2026
Eos Energy Enterprises
5.32%
▲ 23.37%
13
Buy
Jan 12, 2026
Hims & Hers Health
2.24%
▼ 30.69%
18
Sell
Jan 09, 2026
Iridium Communications
▲ 6.05%
4
Close
Jan 09, 2026
Aeluma, Inc.
▲ 12.88%
4
Close
Jan 09, 2026
Rocket Lab USA
▲ 69.24%
26
Close
Jan 06, 2026
Halliburton
▼ 3.41%
2
Close
Jan 06, 2026