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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #18,904 out of 826,007 TipRanks' Investors
Success Rate
65%
40 out of 62
profitable transactions
Average Return
145.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.10%
6-Month Return▲ 64.09%
12-Month Return▲ 43.80%
YTD Return▲ 40.43%
Total Return▲ 60.89%

Best Trade

Opened at
Closed at
Gain▲ 8102.02%

Bio

Performance

20.79%0-20.79%
▼ 6.38%
▼ 5.57%
▲ 16.16%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.21%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.04%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 20.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.63%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 9.96%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 16.16%
▲ 0.80%▼ 0.87%▼ 4.21%
▲ 11.63%▲ 6.28%▲ 3.04%
▲ 9.25%▲ 5.14%▲ 9.24%
▲ 7.60%▲ 2.30%▲ 20.79%
▲ 2.76%▲ 2.05%▲ 3.10%
▲ 12.88%▲ 3.56%▲ 7.63%
▲ 10.09%▲ 2.05%▲ 9.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Ultra Option Income Strategy ETF
3.28%
▼ 0.08%
10
Buy
Oct 31, 2025
NEOS Nasdaq 100 High Income ETF
71.77%
▲ 14.17%
13
Buy
Oct 27, 2025
Ripple
3.46%
▼ 1.55%
10
Buy
Oct 26, 2025
Roundhill Meme Stock ETF
1.31%
▼ 22.30%
1
Open
Oct 13, 2025
Nebius Group
13.69%
▲ 136.48%
4
Sell
Oct 08, 2025
Vitesse Energy, Inc.
▲ 9.04%
14
Close
Sep 17, 2025
Richtech Robotics Inc. Class B
2.49%
▲ 49.55%
1
Open
Aug 27, 2025
Energy Fuels
1.56%
▲ 99.63%
1
Open
Aug 25, 2025
Nu Holdings
▲ 8.63%
2
Close
Aug 25, 2025
Intel
2.42%
▲ 63.58%
1
Open
Aug 23, 2025
Opendoor Technologies
▲ 122.67%
2
Close
Aug 22, 2025
Nixxy
▼ 5.59%
2
Close
Aug 21, 2025
Blackstone Secured Lending Fund
▲ 6.10%
4
Close
May 19, 2025
Allogene Therapeutics
▼ 44.10%
2
Close
May 19, 2025
D-Wave Quantum
▲ 103.42%
3
Close
May 12, 2025
Aehr Test Systems
▼ 37.36%
3
Close
Feb 28, 2025
Quantum Computing
▼ 38.30%
2
Close
Feb 28, 2025
Annexon Biosciences
▼ 41.82%
3
Close
Feb 03, 2025
JetAI
▲ 8,102.02%
2
Close
Nov 13, 2024
Coca-Cola
▲ 4.17%
2
Close
Jul 10, 2024