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FundOZ - New Portfolio

Ozzy

FundOZ
Individual Investor
Ranked #334,193 out of 834,043 TipRanks' Investors
Success Rate
51%
128 out of 250
profitable transactions
Average Return
17.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.98%
6-Month Return▲ 14.33%
12-Month Return▲ 9.65%
YTD Return▲ 12.50%
Total Return▲ 122.21%

Best Trade

Opened at
Closed at
Gain▲ 238.95%

Bio

Performance

17.01%0-17.01%
▲ 11.63%
▲ 6.28%
▲ 14.77%
May 2025
▲ 9.25%
▲ 5.14%
▼ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.60%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.54%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.98%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 14.77%
▲ 9.25%▲ 5.14%▼ 4.11%
▲ 7.60%▲ 2.30%▲ 1.02%
▲ 2.76%▲ 2.05%▲ 0.85%
▲ 12.88%▲ 3.56%▲ 17.01%
▲ 10.96%▲ 2.38%▲ 1.60%
▼ 3.57%▲ 0.19%▼ 6.54%
▲ 1.55%▲ 1.31%▲ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VF
2.04%
▲ 10.22%
13
Buy
Dec 23, 2025
Eos Energy Enterprises
3.92%
▼ 15.20%
9
Buy
Dec 23, 2025
Tapestry
1.21%
▼ 5.85%
21
Open
Dec 19, 2025
Advanced Micro Devices
▼ 8.01%
42
Close
Dec 12, 2025
Nvidia
4.9%
▲ 48.81%
31
Buy
Dec 12, 2025
Alphabet Class A
5.76%
▲ 2.76%
7
Buy
Dec 12, 2025
Micron
5.23%
▲ 12.52%
10
Buy
Dec 12, 2025
EssilorLuxottica SA
5.85%
▲ 0.64%
14
Buy
Dec 12, 2025
Strategy
5.83%
▼ 26.13%
29
Buy
Dec 11, 2025
Enel S.p.A.
4.17%
▲ 0.59%
2
Buy
Dec 11, 2025
WisdomTree Physical Gold
4.57%
▲ 6.10%
7
Buy
Dec 10, 2025
Alibaba
▲ 0.09%
17
Close
Nov 21, 2025
Amazon
▲ 1.38%
6
Close
Nov 21, 2025
Meta Platforms
6.09%
▲ 1.09%
5
Buy
Nov 21, 2025
Banca Mediolanum SpA
5.02%
▲ 6.94%
3
Buy
Nov 21, 2025
Tesla
30.53%
▲ 108.68%
50
Sell
Nov 13, 2025
Amplifon S.p.A.
▲ 2.60%
5
Close
Nov 06, 2025
Salesforce
▼ 1.11%
3
Close
Nov 06, 2025
PayPal Holdings
▼ 5.23%
6
Close
Nov 05, 2025
Intesa Sanpaolo SpA
7.61%
▲ 11.51%
3
Buy
Oct 06, 2025