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New Portfolio - New Portfolio

J M

New Portfolio
Individual Investor
Ranked #96,850 out of 851,108 TipRanks' Investors
Success Rate
61%
54 out of 88
profitable transactions
Average Return
47.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.96%
6-Month Return▲ 13.22%
12-Month Return▲ 16.07%
YTD Return▲ 5.31%
Total Return▲ 60.55%

Best Trade

Opened at
Closed at-
Gain▲ 983.25%

Bio

Performance

13.98%0-13.98%
▲ 9.25%
▲ 5.14%
▲ 5.41%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 13.98%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.78%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 6.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.24%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 5.31%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.41%
▲ 7.60%▲ 2.30%▲ 13.98%
▲ 2.76%▲ 2.05%▲ 0.35%
▲ 12.88%▲ 3.56%▲ 4.94%
▲ 10.96%▲ 2.38%▲ 1.78%
▼ 3.58%▲ 0.19%▲ 6.12%
▼ 0.10%▲ 0.08%▲ 2.24%
▲ 5.17%▲ 1.59%▲ 5.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
0%
▼ 16.30%
1
Open
Sep 22, 2025
Novo Nordisk
▼ 42.09%
2
Close
Aug 22, 2025
Zoom Video Communications
0%
▲ 15.75%
1
Open
Aug 22, 2025
Kingsoft Cloud Holdings
0%
▼ 9.99%
1
Open
Aug 22, 2025
Iovance Biotherapeutics
100%
▼ 51.57%
21
Buy
Jul 25, 2025
Berkshire Hathaway B
0%
▼ 6.39%
1
Open
Apr 16, 2025
Intra-Cellular Therapies
▲ 43.60%
5
Close
Apr 01, 2025
Exelixis
0%
▲ 18.12%
1
Open
Mar 31, 2025
Instil Bio
0%
▼ 61.32%
1
Open
Mar 01, 2025
Sana Biotechnology
0%
▲ 10.93%
1
Open
Jan 08, 2025
AbbVie
0%
▲ 32.05%
1
Open
Nov 11, 2024
IonQ
0%
▲ 84.40%
1
Open
Nov 10, 2024
Viking Therapeutics
0%
▼ 49.75%
2
Sell
Nov 08, 2024
Starbucks
0%
▲ 29.95%
1
Open
Aug 11, 2024
Ford Motor
0%
▲ 37.09%
1
Open
Jul 30, 2024
Carnival
0%
▲ 67.47%
1
Open
Jul 30, 2024
Microsoft
0%
▲ 16.39%
1
Open
May 07, 2024
Meta Platforms
0%
▲ 54.00%
1
Open
May 01, 2024
Cerus
0%
▲ 42.20%
1
Open
Apr 14, 2024
Intel
0%
▲ 13.04%
1
Open
Apr 07, 2024