New Portfolio - New Portfolio
9865CE77
New PortfolioIndividual Investor
Ranked #14,766 out of 858,971 TipRanks' Investors
Success Rate
70 out of 91
profitable transactions
profitable transactions
Average Return
86.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.58%
6-Month Return▼ 7.41%
12-Month Return▲ 27.48%
YTD Return▼ 15.65%
Total Return▲ 673.87%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 9.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.34%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.83%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.68%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.88%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.56%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.19%
Apr 2026
▲ 12.88%▲ 3.56%▲ 9.31%
▲ 10.96%▲ 2.38%▲ 8.34%
▼ 3.68%▲ 0.19%▼ 1.49%
▼ 0.10%▲ 0.08%▲ 4.83%
▲ 4.06%▲ 1.47%▼ 5.68%
▼ 1.12%▼ 0.86%▼ 6.88%
▲ 0.60%▼ 4.94%▼ 9.56%
▲ 7.53%▲ 5.50%▲ 6.19%
Recent Activity
NV5 Holdings
―
▼ 12.55%
2
Close
Aug 01, 2025
TIC Solutions
1.25%
▼ 34.27%
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
California BanCorp
0.01%
▲ 18.16%
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
Kustom Entertainment
0%
▼ 100.00%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 166.00%
5
Buy
Apr 21, 2023
Apple
0.78%
▲ 63.17%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.89%
▲ 282.09%
3
Buy
Apr 20, 2023
California Orchard Company
0.02%
▼ 20.56%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 116.40%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 8.30%
1
Open
Apr 20, 2023
Strategy
0.01%
▲ 320.56%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 101.20%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
67.65%
▲ 50.88%
4
Buy
Apr 18, 2023