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Portfolio - New Portfolio

Q15 Investor

Portfolio
Individual Investor
Ranked #223,721 out of 819,164 TipRanks' Investors
Success Rate
59%
35 out of 59
profitable transactions
Average Return
25.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.55%
6-Month Return▲ 19.37%
12-Month Return▲ 10.03%
YTD Return▲ 8.11%
Total Return▲ 37.92%

Best Trade

Opened at
Closed at-
Gain▲ 432.20%

Bio

Personal Portfolio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 4.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.36%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.60%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.21%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.90%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 7.37%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 4.92%
▼ 1.80%▼ 5.57%▼ 9.36%
▲ 1.84%▼ 0.87%▼ 1.60%
▲ 12.20%▲ 6.28%▲ 5.75%
▲ 6.24%▲ 5.14%▲ 8.21%
▲ 27.92%▲ 2.30%▲ 0.40%
▲ 4.87%▲ 2.05%▲ 0.90%
▲ 10.49%▲ 3.18%▲ 7.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity International High Dividend ETF
4.95%
0.00%
1
Open
Sep 19, 2025
United Natural Foods
▲ 27.02%
2
Close
Sep 02, 2025
WeRide
1.26%
▲ 31.02%
1
Open
Aug 11, 2025
Pony AI Inc. Sponsored ADR
1.43%
▲ 39.18%
1
Open
Aug 11, 2025
Ascentage Pharma Group International Unsponsored ADR
0.5%
▼ 1.94%
1
Open
Jul 17, 2025
CoreWeave
1.85%
▼ 5.56%
1
Open
Jul 17, 2025
Diginex Ltd.
0.92%
▲ 83.66%
1
Open
Jul 15, 2025
USA Rare Earth
0.8%
▲ 37.13%
1
Open
Jul 14, 2025
AFC Gamma
▼ 29.33%
2
Close
Jul 01, 2025
Chubb
3.73%
▼ 4.85%
1
Open
Jun 09, 2025
Upstart Holdings
2.69%
▲ 34.01%
1
Open
Jun 04, 2025
UnitedHealth
4.75%
▲ 16.89%
1
Open
May 16, 2025
Sociedad Quimica Y Minera SA
▼ 44.37%
2
Close
Apr 30, 2025
Grab
2.59%
▲ 30.94%
1
Open
Apr 30, 2025
Autoliv
▼ 14.01%
2
Close
Mar 13, 2025
YieldMax MSTR Option Income Strategy ETF
▲ 20.83%
2
Close
Mar 10, 2025
Nvidia
▼ 11.57%
2
Close
Mar 10, 2025
Easterly Government Properties
▲ 16.65%
2
Close
Feb 25, 2025
YieldMax TSLA Option Income Strategy ETF
▲ 6.86%
2
Close
Feb 25, 2025
Constellation Energy Corporation
4.75%
▲ 13.87%
1
Open
Jan 29, 2025