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New Portfolio - New Portfolio
9865CE77
New PortfolioIndividual Investor
Ranked #10,208 out of 831,248 TipRanks' Investors
Success Rate
71 out of 91
profitable transactions
profitable transactions
Average Return
92.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.22%
6-Month Return▲ 32.38%
12-Month Return▲ 33.30%
YTD Return▲ 36.72%
Total Return▲ 767.14%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.74%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.04%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.34%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 1.87%
Nov 2025
▲ 0.61%
▲ 0.15%
▲ 1.41%
Dec 2025
▲ 11.63%▲ 6.28%▲ 2.77%
▲ 9.25%▲ 5.14%▲ 2.74%
▲ 7.60%▲ 2.30%▲ 6.04%
▲ 2.76%▲ 2.05%▲ 3.92%
▲ 12.88%▲ 3.56%▲ 9.31%
▲ 10.96%▲ 2.38%▲ 8.34%
▼ 3.44%▲ 0.19%▼ 1.87%
▲ 0.61%▲ 0.15%▲ 1.41%
Recent Activity
NV5 Holdings
―
▼ 12.55%
2
Close
Aug 01, 2025
Acuren Corporation
1.58%
▼ 13.78%
1
Open
Aug 01, 2025
Express
―
▼ 99.94%
3
Close
Jan 02, 2025
Centamin
―
▲ 61.06%
2
Close
Nov 25, 2024
Network International Holdings
―
▲ 9.97%
2
Close
Sep 17, 2024
California BanCorp
―
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▲ 25.72%
1
Open
Aug 01, 2024
Senior Secured Credit Opportunities ETF
―
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
―
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0%
▼ 99.98%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 230.86%
5
Buy
Apr 21, 2023
Apple
0.81%
▲ 76.54%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.72%
▲ 218.46%
3
Buy
Apr 20, 2023
California Orchard Company
0.01%
▼ 29.82%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 34.46%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 7.94%
1
Open
Apr 20, 2023
Strategy
0.01%
▲ 491.03%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 102.05%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
67.98%
▲ 58.00%
4
Buy
Apr 18, 2023