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Sailboat Portfolio - New Portfolio

Joey

Sailboat Portfolio
Individual Investor
Ranked #119,973 out of 824,088 TipRanks' Investors
Success Rate
67%
234 out of 350
profitable transactions
Average Return
19.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.86%
6-Month Return▲ 86.83%
12-Month Return▲ 82.59%
YTD Return▲ 68.42%
Total Return▲ 122.71%

Best Trade

Opened at
Closed at-
Gain▲ 310.84%

Bio

5 year Growth

Performance

14.05%0-14.05%
▼ 6.38%
▼ 5.57%
▼ 8.74%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.24%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.74%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.70%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.64%
Sep 2025
▲ 4.43%
▼ 0.27%
▲ 4.93%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.74%
▲ 0.80%▼ 0.87%▲ 2.24%
▲ 11.63%▲ 6.28%▲ 9.74%
▲ 9.25%▲ 5.14%▲ 10.70%
▲ 7.60%▲ 2.30%▲ 14.05%
▲ 2.76%▲ 2.05%▲ 7.70%
▲ 12.88%▲ 3.56%▲ 9.64%
▲ 4.43%▼ 0.27%▲ 4.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
5.87%
▲ 8.84%
6
Buy
May 07, 2025
SoFi
15.1%
▲ 102.79%
44
Buy
May 06, 2025
RTX
13.16%
▲ 16.55%
29
Buy
May 06, 2025
SPDR S&P 500 ETF Trust
18.6%
▲ 15.86%
33
Buy
May 06, 2025
JPMorgan Equity Premium Income ETF
9.34%
▲ 9.16%
3
Buy
May 06, 2025
Lockheed Martin
▲ 3.29%
9
Close
Apr 17, 2025
Alphabet Class C
27.6%
▲ 55.31%
21
Buy
Apr 05, 2025
Apple
10.34%
▲ 9.94%
21
Buy
Apr 05, 2025
Alphabet Class A
▲ 10.60%
22
Close
Mar 30, 2025
Invesco QQQ Trust
▲ 0.62%
10
Close
Feb 08, 2025
Kratos Defense
▲ 52.88%
4
Close
Jan 30, 2025
AeroVironment
▼ 17.33%
5
Close
Jan 16, 2025
GE Aerospace
▲ 13.33%
3
Close
Jan 16, 2025
Nike
▼ 4.23%
3
Close
Jul 16, 2024
Energy Select Sector SPDR Fund
▲ 1.42%
14
Close
Jun 29, 2024
Technology Select Sector SPDR Fund
▲ 7.03%
3
Close
Jun 29, 2024
Albemarle
▼ 16.01%
8
Close
Jun 12, 2024
Northrop Grumman
▼ 2.03%
2
Close
Jun 08, 2024
Tesla
▼ 0.14%
21
Close
Jun 01, 2024
XPeng, Inc. ADR
▼ 16.01%
7
Close
Jun 01, 2024