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New Portfolio - New Portfolio

J M

New Portfolio
Individual Investor
Ranked #141,925 out of 816,893 TipRanks' Investors
Success Rate
61%
53 out of 87
profitable transactions
Average Return
26.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 12.24%
12-Month Return▲ 10.45%
YTD Return▼ 2.22%
Total Return▲ 35.31%

Best Trade

Opened at
Closed at-
Gain▲ 890.36%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 7.23%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.47%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 6.47%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.41%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 13.98%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.35%
Aug 2025
▲ 1.13%
▲ 0.63%
▲ 2.84%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.23%
▼ 1.80%▼ 5.57%▼ 10.47%
▲ 1.84%▼ 0.87%▲ 1.63%
▲ 12.20%▲ 6.28%▼ 6.47%
▲ 6.24%▲ 5.14%▲ 5.41%
▲ 27.87%▲ 2.30%▲ 13.98%
▲ 4.87%▲ 2.05%▲ 0.35%
▲ 1.13%▲ 0.63%▲ 2.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
▼ 42.09%
2
Close
Aug 22, 2025
Zoom Video Communications
0%
▲ 1.47%
1
Open
Aug 22, 2025
Kingsoft Cloud Holdings
0%
▼ 6.75%
1
Open
Aug 22, 2025
Iovance Biotherapeutics
100%
▼ 58.28%
21
Buy
Jul 25, 2025
Berkshire Hathaway B
0%
▼ 3.23%
1
Open
Apr 16, 2025
Intra-Cellular Therapies
▲ 43.60%
5
Close
Apr 01, 2025
Exelixis
0%
▲ 2.60%
1
Open
Mar 31, 2025
Instil Bio
0%
▲ 72.32%
1
Open
Mar 01, 2025
Sana Biotechnology
0%
▼ 31.16%
1
Open
Jan 08, 2025
AbbVie
0%
▲ 25.22%
1
Open
Nov 11, 2024
IonQ
0%
▲ 77.72%
1
Open
Nov 10, 2024
Viking Therapeutics
0%
▼ 57.27%
2
Sell
Nov 08, 2024
Starbucks
0%
▲ 14.42%
1
Open
Aug 11, 2024
Ford Motor
0%
▲ 18.38%
1
Open
Jul 30, 2024
Carnival
0%
▲ 84.40%
1
Open
Jul 30, 2024
Microsoft
0%
▲ 22.27%
1
Open
May 07, 2024
Meta Platforms
0%
▲ 72.08%
1
Open
May 01, 2024
Cerus
0%
▼ 23.12%
1
Open
Apr 14, 2024
Intel
0%
▼ 34.84%
1
Open
Apr 07, 2024
VinFast Auto
0%
▼ 36.74%
1
Open
Mar 04, 2024