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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #76,011 out of 859,299 TipRanks' Investors
Success Rate
71%
722 out of 1024
profitable transactions
Average Return
29.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.87%
6-Month Return▲ 12.69%
12-Month Return▲ 42.87%
YTD Return▼ 13.04%
Total Return▲ 116.71%

Best Trade

Opened at
Closed at-
Gain▲ 444.11%

Bio

Performance

17.55%0-17.55%
▲ 12.88%
▲ 3.56%
▼ 0.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 17.55%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 8.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.49%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 12.10%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.81%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.88%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.84%
▲ 10.96%▲ 2.38%▲ 17.55%
▼ 3.68%▲ 0.19%▲ 8.30%
▼ 0.10%▲ 0.08%▲ 8.22%
▲ 4.06%▲ 1.47%▼ 2.49%
▼ 1.12%▼ 0.86%▼ 12.10%
▲ 0.60%▼ 4.94%▼ 6.81%
▲ 12.62%▲ 7.63%▲ 8.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taylor Wimpey
2.85%
▼ 20.69%
22
Buy
Apr 11, 2026
Volex plc
3.67%
▲ 60.80%
27
Buy
Apr 11, 2026
Morgan Advanced Materials
1.28%
▼ 1.19%
17
Buy
Apr 11, 2026
iShares $ Tips 0-5 UCITS ETF GBP
2.9%
▲ 2.51%
9
Buy
Apr 11, 2026
TwentyFour Income Fund Ltd GBP
4.25%
▲ 0.49%
4
Buy
Apr 11, 2026
WisdomTree Europe Equity UCITS ETF GBP Hedged
0.23%
▲ 4.24%
3
Buy
Apr 11, 2026
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF Hedged EUR
5.84%
▲ 1.36%
1
Open
Apr 11, 2026
Alphabet Class A
3.15%
▲ 84.77%
30
Buy
Apr 10, 2026
Microsoft
2.54%
▼ 0.57%
42
Buy
Apr 10, 2026
Goldman Sachs BDC
0.35%
▼ 9.65%
42
Sell
Apr 10, 2026
Verizon
4.98%
▲ 20.29%
36
Buy
Apr 10, 2026
Procter & Gamble
1.27%
▼ 7.54%
20
Buy
Apr 10, 2026
Ares Capital
2.89%
▲ 4.89%
27
Buy
Apr 10, 2026
Barings BDC
3.62%
▲ 9.73%
31
Buy
Apr 10, 2026
Rithm Capital
2.67%
▲ 8.58%
26
Buy
Apr 10, 2026
Micron
8.41%
▲ 292.13%
35
Buy
Apr 10, 2026
Copa Holdings
2.55%
▲ 11.97%
9
Buy
Apr 10, 2026
Viper Energy
2.23%
▲ 13.40%
8
Buy
Apr 10, 2026
D-Wave Quantum
0.45%
▲ 10.72%
10
Buy
Apr 10, 2026
BitMine Immersion Technologies
0.4%
▲ 3.63%
7
Buy
Apr 10, 2026