tiprankstipranks

Strategy Test Portfolio - New Portfolio

Lisle Wallace

Strategy Test Portfolio
Individual Investor
Ranked #206,349 out of 859,217 TipRanks' Investors
Success Rate
59%
41 out of 70
profitable transactions
Average Return
29.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.48%
6-Month Return▼ 11.25%
12-Month Return▲ 23.98%
YTD Return▼ 5.56%
Total Return▲ 33.85%

Best Trade

Opened at
Closed at-
Gain▲ 366.71%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.32%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.61%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.80%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.14%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.87%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.17%
▲ 10.96%▲ 2.38%▲ 4.16%
▼ 3.68%▲ 0.19%▼ 4.32%
▼ 0.10%▲ 0.08%▼ 1.61%
▲ 4.06%▲ 1.47%▼ 1.25%
▼ 1.12%▼ 0.86%▼ 1.80%
▲ 0.60%▼ 4.94%▼ 7.14%
▲ 10.48%▲ 6.78%▲ 4.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verve Therapeutics
▼ 36.55%
2
Close
Jul 24, 2025
Veeva Systems
0.01%
▼ 26.26%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▼ 15.24%
2
Sell
Mar 18, 2024
Block
3.25%
▼ 16.53%
2
Buy
Mar 18, 2024
Eli Lilly & Co
2.9%
▲ 22.46%
2
Buy
Mar 18, 2024
Vertiv Holdings
6.6%
▲ 303.54%
1
Open
Mar 18, 2024
e.l.f. Beauty
0.49%
▼ 65.00%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
2.3%
▲ 47.28%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
2.11%
▲ 26.77%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
2.32%
▲ 36.81%
1
Open
Mar 18, 2024
Coca-Cola
2.06%
▲ 15.55%
3
Open
Feb 27, 2024
Tesla
0.01%
▲ 59.25%
2
Buy
Feb 27, 2024
JOYY
2.13%
▲ 92.86%
2
Buy
Feb 27, 2024
Commerce.com
0%
▼ 76.89%
2
Sell
Feb 27, 2024
Broadcom
5.23%
▲ 283.87%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 11.97%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 6.92%
2
Sell
Feb 27, 2024
ServiceNow
0.82%
▼ 43.24%
2
Buy
Feb 27, 2024
Nvidia
6.41%
▲ 149.85%
1
Open
Feb 27, 2024
Microsoft
1.77%
▼ 2.27%
1
Open
Feb 27, 2024