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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #38,830 out of 858,971 TipRanks' Investors
Success Rate
67%
62 out of 92
profitable transactions
Average Return
65.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.70%
6-Month Return▲ 3.22%
12-Month Return▲ 58.98%
YTD Return▼ 4.10%
Total Return▲ 94.22%

Best Trade

Opened at
Closed at-
Gain▲ 511.21%

Bio

Growth and Income Portfolio

Performance

16.85%0-16.85%
▲ 12.88%
▲ 3.56%
▲ 16.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.67%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.55%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.48%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.99%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 16.85%
▲ 10.96%▲ 2.38%▲ 1.14%
▼ 3.68%▲ 0.19%▲ 3.12%
▼ 0.10%▲ 0.08%▲ 2.02%
▲ 4.06%▲ 1.47%▼ 0.67%
▼ 1.12%▼ 0.86%▼ 1.55%
▲ 0.60%▼ 4.94%▼ 7.48%
▲ 7.53%▲ 5.50%▲ 5.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
▼ 63.58%
2
Close
Aug 27, 2025
Lions Gate Entertainment Class A
▲ 22.19%
2
Close
May 06, 2025
Lionsgate Studios
0.28%
▲ 61.44%
1
Open
May 06, 2025
BurgerFi International
▼ 99.15%
2
Close
Mar 18, 2025
CME Group
▲ 24.92%
3
Close
Jul 31, 2024
Alcoa
▼ 18.97%
3
Close
Jul 31, 2024
Agilent
▲ 3.70%
3
Close
Jul 31, 2024
ProShares UltraPro QQQ
▲ 249.20%
3
Close
Jul 30, 2024
Natural Gas Services Group
▲ 79.42%
3
Close
Jul 30, 2024
Natural Grocers
▲ 149.63%
3
Close
Jul 30, 2024
ADMA Biologics
▲ 381.42%
3
Close
Jul 30, 2024
US Stem Cell
0.00%
2
Close
Jul 30, 2024
Superior Industries International
▼ 20.47%
3
Close
Jul 30, 2024
Navitas Semiconductor
0%
▲ 174.30%
1
Open
Jul 30, 2024
Tesla
0%
▲ 58.31%
1
Open
Jul 30, 2024
Intel
0%
▲ 117.70%
1
Open
Jul 30, 2024
Dauch Corporation
▼ 28.90%
2
Close
Jun 19, 2024
Bed Bath & Beyond
▼ 98.03%
2
Close
Oct 02, 2023
ProShares UltraPro Short QQQ
▼ 37.15%
3
Close
Feb 09, 2023
McDonald's
▼ 5.17%
2
Close
Feb 09, 2023