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New Portfolio - New Portfolio
9865CE77
New PortfolioIndividual Investor
Ranked #8,123 out of 827,325 TipRanks' Investors
Success Rate
72 out of 90
profitable transactions
profitable transactions
Average Return
93.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.04%
6-Month Return▲ 39.52%
12-Month Return▲ 35.79%
YTD Return▲ 33.17%
Total Return▲ 744.61%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 4.63%
Apr 2025
▲ 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
▼ 4.30%
▼ 1.63%
▼ 3.08%
Nov 2025
▲ 0.80%▼ 0.87%▲ 4.63%
▲ 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%
▼ 4.30%▼ 1.63%▼ 3.08%
Recent Activity
NV5 Holdings
―
▼ 12.55%
2
Close
Aug 01, 2025
Acuren Corporation
1.86%
▲ 0.73%
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%
▲ 19.92%
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%
▲ 270.09%
5
Buy
Apr 21, 2023
Apple
0.78%
▲ 68.68%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.6%
▲ 164.78%
3
Buy
Apr 20, 2023
California Orchard Company
0.02%
▼ 5.42%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 26.59%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 7.84%
1
Open
Apr 20, 2023
Strategy
0.01%
▲ 668.72%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 98.47%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
68.02%
▲ 56.65%
4
Buy
Apr 18, 2023