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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #426,174 out of 804,570 TipRanks' Investors
Success Rate
45%
9 out of 20
profitable transactions
Average Return
5.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.10%
6-Month Return▲ 16.65%
12-Month Return▲ 31.67%
YTD Return▲ 18.12%
Total Return▼ 16.19%

Best Trade

Opened at
Closed at
Gain▲ 195.26%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.51%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.31%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.73%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 7.55%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.48%
May 2025
▲ 4.35%
▲ 1.13%
▲ 2.63%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.51%
▲ 5.10%▼ 2.41%▲ 0.31%
▲ 6.03%▲ 2.69%▲ 7.54%
▼ 12.86%▼ 1.27%▼ 2.64%
▼ 1.80%▼ 5.57%▼ 10.73%
▲ 1.83%▼ 0.87%▲ 7.55%
▲ 12.21%▲ 6.28%▲ 14.48%
▲ 4.35%▲ 1.13%▲ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
14.29%
▲ 23.97%
1
Open
Apr 04, 2025
Meta Platforms
▲ 195.26%
2
Close
Apr 03, 2025
Rocket Lab USA
14.29%
▲ 67.92%
1
Open
Apr 03, 2025
Match Group
▼ 10.98%
2
Close
Apr 01, 2025
Udemy Inc
▼ 15.65%
2
Close
Apr 01, 2025
Lyft
▲ 44.56%
2
Close
Apr 01, 2025
Advanced Micro Devices
14.29%
▲ 24.77%
1
Open
Apr 01, 2025
Destiny Tech100 Inc.
14.29%
▼ 1.10%
1
Open
Apr 01, 2025
Marathon Digital Holdings
14.29%
▲ 20.95%
1
Open
Apr 01, 2025
Walt Disney
▲ 0.82%
2
Close
Mar 14, 2023
General Motors
▼ 12.12%
2
Close
Mar 10, 2023
Salesforce
▼ 22.13%
2
Close
Mar 10, 2023
Alibaba
▼ 65.20%
2
Close
Mar 10, 2023
Shopify
▼ 64.35%
2
Close
Mar 10, 2023
Nio
▼ 82.41%
2
Close
Mar 10, 2023
Li Auto
▼ 26.46%
2
Close
Mar 10, 2023
XPeng, Inc. ADR
▼ 80.66%
2
Close
Mar 10, 2023
ContextLogic
▼ 97.66%
2
Close
Mar 10, 2023
Amazon
14.29%
▲ 131.11%
1
Open
Mar 10, 2023
Alphabet Class A
14.29%
▲ 84.97%
1
Open
Mar 10, 2023