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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #43,895 out of 817,541 TipRanks' Investors
Success Rate
79%
34 out of 43
profitable transactions
Average Return
63.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.37%
6-Month Return▲ 31.83%
12-Month Return▲ 41.90%
YTD Return▲ 22.16%
Total Return▲ 102.56%

Best Trade

Opened at
Closed at-
Gain▲ 278.11%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 2.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.77%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.61%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.31%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.34%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.10%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 3.67%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.24%
▼ 1.80%▼ 5.57%▼ 6.77%
▲ 1.84%▼ 0.87%▲ 0.05%
▲ 12.20%▲ 6.28%▲ 9.61%
▲ 6.24%▲ 5.14%▲ 7.31%
▲ 27.87%▲ 2.30%▲ 4.34%
▲ 4.87%▲ 2.05%▲ 4.10%
▲ 5.74%▲ 0.82%▲ 3.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
3.14%
▲ 7.84%
1
Open
Aug 11, 2025
SoundHound AI, Inc Class A
1.32%
▼ 6.60%
1
Open
Aug 11, 2025
Nvidia
20.29%
▲ 63.65%
7
Buy
Apr 28, 2025
TSMC
4.97%
▲ 43.85%
2
Buy
Mar 20, 2025
Occidental Petroleum
1.34%
▼ 23.43%
4
Buy
Oct 22, 2024
Palantir Technologies
3.21%
▲ 275.59%
2
Buy
Oct 22, 2024
Broadcom
6.67%
▲ 89.20%
1
Open
Oct 22, 2024
ASML Holding
13.79%
▲ 4.79%
5
Buy
Apr 17, 2024
Peabody Energy Comm
▲ 17.44%
4
Close
Feb 16, 2024
Apple
6.96%
▲ 31.69%
4
Buy
Aug 15, 2023
Berkshire Hathaway B
14.63%
▲ 54.00%
3
Buy
Jun 01, 2023
Amazon
9.43%
▲ 129.99%
4
Buy
Jun 01, 2023
Alphabet Class C
7.13%
▲ 119.20%
3
Buy
Jun 01, 2023
Alphabet Class A
7.12%
▲ 140.96%
3
Buy
May 31, 2023