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Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #321,882 out of 804,211 TipRanks' Investors
Success Rate
48%
124 out of 260
profitable transactions
Average Return
14.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.03%
6-Month Return▲ 2.10%
12-Month Return▲ 24.12%
YTD Return▲ 0.14%
Total Return▲ 31.93%

Best Trade

Opened at
Closed at-
Gain▲ 576.54%

Bio

Private Investor

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.75%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 1.13%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.39%
May 2025
▲ 4.89%
▲ 1.38%
▲ 5.04%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.75%
▲ 5.10%▼ 2.41%▼ 2.35%
▲ 6.03%▲ 2.69%▲ 5.94%
▼ 12.86%▼ 1.27%▼ 5.83%
▼ 1.80%▼ 5.57%▼ 10.34%
▲ 1.83%▼ 0.87%▲ 1.13%
▲ 12.21%▲ 6.28%▲ 5.39%
▲ 4.89%▲ 1.38%▲ 5.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tupperware Brands
▼ 99.62%
2
Close
Jun 11, 2025
ACELYRIN, INC.
▼ 91.58%
2
Close
May 20, 2025
Alumis Inc.
0%
▼ 38.32%
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%
▼ 6.20%
1
Open
Oct 30, 2024
Crew Energy
▲ 33.09%
2
Close
Oct 03, 2024
Aaron's Company
▲ 8.99%
2
Close
Oct 03, 2024
Tourmaline Oil
0%
▲ 5.68%
1
Open
Oct 03, 2024
Southwestern Energy
▲ 33.40%
2
Close
Sep 30, 2024
Expand Energy
0%
▲ 47.88%
1
Open
Sep 30, 2024
▼ 99.78%
2
Close
Sep 13, 2024