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New Portfolio - New Portfolio

J M

New Portfolio
Individual Investor
Ranked #115,074 out of 824,099 TipRanks' Investors
Success Rate
59%
52 out of 88
profitable transactions
Average Return
41.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return▲ 32.30%
12-Month Return▲ 2.50%
YTD Return▲ 2.34%
Total Return▲ 41.69%

Best Trade

Opened at
Closed at-
Gain▲ 1052.33%

Bio

Performance

13.98%0-13.98%
▼ 6.38%
▼ 5.57%
▼ 10.46%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.63%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 6.47%
May 2025
▲ 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
▲ 4.03%
▼ 0.27%
▲ 2.56%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 10.46%
▲ 0.80%▼ 0.87%▲ 1.63%
▲ 11.63%▲ 6.28%▼ 6.47%
▲ 9.25%▲ 5.14%▲ 5.41%
▲ 7.60%▲ 2.30%▲ 13.98%
▲ 2.76%▲ 2.05%▲ 0.35%
▲ 12.88%▲ 3.56%▲ 4.94%
▲ 4.03%▼ 0.27%▲ 2.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
0%
▼ 8.47%
1
Open
Sep 22, 2025
Novo Nordisk
▼ 42.09%
2
Close
Aug 22, 2025
Zoom Video Communications
0%
▼ 2.98%
1
Open
Aug 22, 2025
Kingsoft Cloud Holdings
0%
▼ 16.40%
1
Open
Aug 22, 2025
Iovance Biotherapeutics
100%
▼ 63.47%
21
Buy
Jul 25, 2025
Berkshire Hathaway B
0%
▼ 4.65%
1
Open
Apr 16, 2025
Intra-Cellular Therapies
▲ 43.60%
5
Close
Apr 01, 2025
Exelixis
0%
▲ 6.31%
1
Open
Mar 31, 2025
Instil Bio
0%
▲ 4.40%
1
Open
Mar 01, 2025
Sana Biotechnology
0%
▲ 16.98%
1
Open
Jan 08, 2025
AbbVie
0%
▲ 36.21%
1
Open
Nov 11, 2024
IonQ
0%
▲ 167.60%
1
Open
Nov 10, 2024
Viking Therapeutics
0%
▼ 46.89%
2
Sell
Nov 08, 2024
Starbucks
0%
▲ 14.33%
1
Open
Aug 11, 2024
Ford Motor
0%
▲ 20.20%
1
Open
Jul 30, 2024
Carnival
0%
▲ 65.36%
1
Open
Jul 30, 2024
Microsoft
0%
▲ 26.86%
1
Open
May 07, 2024
Meta Platforms
0%
▲ 64.07%
1
Open
May 01, 2024
Cerus
0%
▼ 11.56%
1
Open
Apr 14, 2024
Intel
0%
▼ 1.54%
1
Open
Apr 07, 2024