Money Tree - New Portfolio
Money Tree
Individual Investor
Ranked #130,334 out of 862,067 TipRanks' Investors
Success Rate
28 out of 38
profitable transactions
profitable transactions
Average Return
51.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.33%
6-Month Return▲ 21.10%
12-Month Return▲ 53.60%
YTD Return▲ 9.56%
Total Return▲ 132.10%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 1.94%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 11.02%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.63%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.61%
Jan 2026
▼ 1.28%
▼ 0.86%
▲ 0.36%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 6.15%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.18%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 1.80%
May 2026
▲ 10.96%▲ 2.38%▲ 1.94%
▼ 3.68%▲ 0.19%▲ 11.02%
▼ 0.10%▲ 0.08%▲ 0.63%
▲ 4.06%▲ 1.47%▲ 7.61%
▼ 1.28%▼ 0.86%▲ 0.36%
▲ 0.52%▼ 4.94%▼ 6.15%
▲ 16.06%▲ 10.51%▲ 6.18%
▲ 7.56%▲ 2.64%▲ 1.80%
Recent Activity
Technology Select Sector SPDR Fund
22.82%
▲ 22.40%
4
Buy
Apr 21, 2026
Legal & General
5.01%
▲ 1.21%
2
Buy
Apr 21, 2026
Simon Property
8.92%
▲ 44.26%
5
Sell
Apr 12, 2026
Boeing
8.49%
▲ 22.78%
3
Sell
Apr 12, 2026
ASML Holding
11.14%
▲ 113.59%
4
Sell
Apr 09, 2026
JPMorgan Chase
8.26%
▲ 57.11%
4
Buy
Apr 09, 2026
Exxon Mobil
8.6%
▲ 41.70%
4
Sell
Apr 09, 2026
Apple
―
▲ 16.48%
4
Close
Apr 05, 2026
Biogen
―
▼ 23.96%
2
Close
Apr 05, 2026
Costco
―
▲ 21.32%
2
Close
Apr 05, 2026
Olema Pharmaceuticals
―
▲ 0.13%
2
Close
Apr 05, 2026
Snowflake
―
▲ 13.90%
2
Close
Apr 05, 2026
Palantir Technologies
6.4%
▼ 7.46%
1
Open
Apr 05, 2026
International Seaways
6.77%
▲ 18.46%
1
Open
Apr 05, 2026
Starwood Property
4.13%
▼ 0.29%
1
Open
Apr 05, 2026
Dynex Capital
2.92%
▲ 4.95%
1
Open
Apr 05, 2026
British American Tobacco
6.55%
▲ 91.00%
2
Buy
Jul 22, 2024
Tesla
―
▲ 29.77%
2
Close
Jul 21, 2024
Asana
―
▼ 17.02%
2
Close
Jul 21, 2024
Rolls-Royce Holdings
―
▲ 190.16%
2
Close
Jul 21, 2024