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Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #237,690 out of 809,057 TipRanks' Investors
Success Rate
49%
128 out of 260
profitable transactions
Average Return
25.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.37%
6-Month Return▲ 4.97%
12-Month Return▲ 28.52%
YTD Return▲ 9.78%
Total Return▲ 44.62%

Best Trade

Opened at
Closed at-
Gain▲ 675.54%

Bio

Private Investor

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.39%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.84%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 5.78%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.35%
▲ 6.03%▲ 2.69%▲ 5.94%
▼ 12.86%▼ 1.27%▼ 5.83%
▼ 1.80%▼ 5.57%▼ 10.34%
▲ 1.84%▼ 0.87%▲ 1.14%
▲ 12.20%▲ 6.28%▲ 5.39%
▲ 6.24%▲ 5.14%▲ 8.84%
▲ 14.83%▲ 1.65%▲ 5.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Everi Holdings
▼ 3.46%
2
Close
Jun 30, 2025
Springworks Therapeutics
▲ 49.75%
2
Close
Jun 30, 2025
United States Steel
▲ 155.37%
2
Close
Jun 17, 2025
Playa Hotels & Resorts
▲ 43.56%
2
Close
Jun 13, 2025
Tupperware Brands
▼ 99.62%
2
Close
Jun 11, 2025
ACELYRIN, INC.
▼ 91.58%
2
Close
May 20, 2025
Alumis Inc.
0%
▼ 31.76%
1
Open
May 20, 2025
Despegar
▲ 136.65%
2
Close
May 14, 2025
Markforged Holding
▼ 76.30%
2
Close
Apr 24, 2025
Accolade
▼ 40.36%
2
Close
Apr 08, 2025
Intra-Cellular Therapies
▲ 125.34%
2
Close
Apr 01, 2025
Infinera
▲ 78.02%
2
Close
Feb 27, 2025
HashiCorp
▲ 34.91%
2
Close
Feb 26, 2025
Revance Therapeutics
▼ 78.27%
2
Close
Feb 05, 2025
VIZIO Holding
▲ 70.16%
2
Close
Dec 02, 2024
Axonics Modulation Technologies
▲ 47.81%
2
Close
Nov 14, 2024
Sterling Check
▲ 26.24%
2
Close
Oct 30, 2024
First Advantage
0%
▼ 5.72%
1
Open
Oct 30, 2024
Crew Energy
▲ 33.09%
2
Close
Oct 03, 2024
Aaron's Company
▲ 8.99%
2
Close
Oct 03, 2024