2023 - New Portfolio
YULE
2023Individual Investor
Ranked #346,411 out of 858,889 TipRanks' Investors
Success Rate
31 out of 53
profitable transactions
profitable transactions
Average Return
9.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.49%
6-Month Return▼ 18.03%
12-Month Return▲ 48.74%
YTD Return▼ 6.61%
Total Return▲ 112.30%
Best Trade
Bio
Defensively and Cautiously Aggressive
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.11%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.80%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 9.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.65%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.84%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.49%
▲ 10.96%▲ 2.38%▼ 4.42%
▼ 3.68%▲ 0.19%▼ 2.61%
▼ 0.10%▲ 0.08%▼ 6.11%
▲ 4.06%▲ 1.47%▲ 2.80%
▼ 1.12%▼ 0.86%▼ 9.24%
▲ 0.60%▼ 4.94%▼ 2.65%
▲ 4.89%▲ 4.48%▲ 2.84%
Recent Activity
Palantir Technologies
―
▲ 41.03%
2
Close
Nov 21, 2024
Shell
―
▲ 7.15%
4
Close
Nov 18, 2024
Rio Tinto
―
▲ 12.01%
2
Close
Nov 18, 2024
Crescent Energy Company Class A
―
▲ 9.88%
2
Close
Nov 18, 2024
Cirrus Logic
―
▼ 25.26%
2
Close
Nov 18, 2024
Altimmune
―
▼ 39.67%
2
Close
Oct 27, 2024
SoFi
100%
▲ 44.95%
1
Open
Oct 27, 2024
Arbor Realty
―
▲ 43.48%
2
Close
Oct 12, 2024
Hawkins
―
▲ 34.69%
2
Close
Oct 12, 2024
Dada Nexus
―
▼ 0.57%
2
Close
Feb 13, 2024
Valens
―
0.00%
2
Close
Feb 08, 2024
Omega Therapeutics
―
▼ 15.40%
2
Close
Feb 06, 2024
LeonaBio
―
▲ 1.28%
2
Close
Jan 06, 2024
Immunic
―
▼ 45.96%
3
Close
Jan 05, 2024
Amazon
―
▼ 5.31%
2
Close
Jan 05, 2024
Black Stone Minerals
―
▲ 10.43%
2
Close
Dec 28, 2023
Capital Southwest
―
▲ 47.30%
2
Close
Dec 28, 2023
Blue Owl Capital
―
▲ 24.68%
2
Close
Dec 28, 2023
Plains GP Holdings
―
▲ 18.89%
2
Close
Dec 28, 2023
iShares Core High Dividend ETF
―
▲ 5.66%
2
Close
Dec 28, 2023