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Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #192,859 out of 818,107 TipRanks' Investors
Success Rate
51%
134 out of 262
profitable transactions
Average Return
33.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.22%
6-Month Return▲ 38.51%
12-Month Return▲ 43.13%
YTD Return▲ 28.04%
Total Return▲ 68.14%

Best Trade

Opened at
Closed at-
Gain▲ 879.38%

Bio

Private Investor

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 5.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.15%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.40%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.83%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.54%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 16.33%
Aug 2025
▲ 9.36%
▲ 1.92%
▲ 1.35%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 5.83%
▼ 1.80%▼ 5.57%▼ 10.34%
▲ 1.84%▼ 0.87%▲ 1.15%
▲ 12.20%▲ 6.28%▲ 5.40%
▲ 6.24%▲ 5.14%▲ 8.83%
▲ 27.87%▲ 2.30%▲ 4.54%
▲ 4.87%▲ 2.05%▲ 16.33%
▲ 9.36%▲ 1.92%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Piedmont Lithium
▼ 87.10%
2
Close
Aug 29, 2025
Sayona Mining Limited Unsponsored ADR
0%
▼ 28.13%
1
Open
Aug 29, 2025
NV5 Holdings
▼ 12.43%
2
Close
Aug 01, 2025
Acuren Corporation
0%
▲ 3.17%
1
Open
Aug 01, 2025
Blueprint Medicines
▲ 156.10%
2
Close
Jul 17, 2025
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%
▼ 10.45%
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