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New Portfolio - New Portfolio

albert.levy.10

New Portfolio
Individual Investor
Ranked #214,313 out of 816,207 TipRanks' Investors
Success Rate
56%
132 out of 234
profitable transactions
Average Return
18.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 25.24%
12-Month Return▲ 34.43%
YTD Return▲ 18.35%
Total Return▲ 158.96%

Best Trade

Opened at
Closed at
Gain▲ 379.48%

Bio

For long term

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 6.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.59%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.82%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.14%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.77%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 5.07%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.68%
Aug 2025
▼ 0.63%
▼ 0.20%
▼ 0.83%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 6.88%
▼ 1.80%▼ 5.57%▼ 9.59%
▲ 1.84%▼ 0.87%▲ 4.82%
▲ 12.20%▲ 6.28%▲ 11.14%
▲ 6.24%▲ 5.14%▲ 9.77%
▲ 27.87%▲ 2.30%▲ 5.07%
▲ 4.87%▲ 2.05%▲ 0.68%
▼ 0.63%▼ 0.20%▼ 0.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pagaya Technologies Ltd
1.91%
▼ 3.61%
1
Open
Aug 28, 2025
Micron
1.84%
▲ 15.94%
5
Open
Aug 22, 2025
Palantir Technologies
2.58%
▲ 21.23%
10
Sell
Aug 20, 2025
Interactive Brokers
0.95%
▲ 43.45%
2
Sell
Aug 20, 2025
DoorDash
0.73%
▲ 37.91%
2
Sell
Aug 20, 2025
Constellation Energy Corporation
1.84%
▼ 5.15%
3
Open
Aug 08, 2025
ETFMG Prime Cyber Security ETF
▲ 4.71%
2
Close
Aug 08, 2025
Coinbase Global
1.81%
▲ 33.30%
11
Buy
Aug 07, 2025
Invesco S&P 500 Momentum ETF
2.65%
▲ 9.27%
2
Buy
Aug 07, 2025
Defiance Quantum ETF
1.87%
▲ 5.08%
3
Buy
Aug 07, 2025
Strategy
1.66%
▼ 7.26%
7
Buy
Aug 07, 2025
ARK Next Generation Internet ETF
2.89%
▲ 10.79%
3
Buy
Aug 07, 2025
Ralph Lauren
▼ 2.48%
2
Close
Aug 07, 2025
ARM Holdings PLC ADR
1.98%
▼ 2.38%
1
Open
Aug 07, 2025
iShares Ethereum Trust ETF
4.33%
▲ 19.43%
4
Buy
Aug 05, 2025
Arista Networks
0.63%
▲ 49.60%
7
Sell
Aug 02, 2025
Intuitive Surgical
▼ 11.75%
3
Close
Jul 31, 2025
Costco
▲ 0.96%
2
Close
Jul 28, 2025
iShares U.S. Aerospace & Defense ETF
1.37%
▲ 0.23%
1
Open
Jul 28, 2025
SPDR S&P Aerospace & Defense ETF
1.34%
▼ 1.17%
1
Open
Jul 28, 2025