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Individual Brokerage -8530 - New Portfolio

Nj Shrestha

Individual Brokerage -8530
Individual Investor
Ranked #602,471 out of 830,534 TipRanks' Investors
Success Rate
55%
28 out of 51
profitable transactions
Average Return
-2.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.80%
6-Month Return▲ 16.63%
12-Month Return▲ 20.15%
YTD Return▲ 22.24%
Total Return▲ 59.66%

Best Trade

Opened at
Closed at-
Gain▲ 163.34%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 6.51%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.49%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.35%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.64%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.46%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 5.04%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 6.51%
▲ 11.63%▲ 6.28%▲ 3.49%
▲ 9.25%▲ 5.14%▲ 4.35%
▲ 7.60%▲ 2.30%▲ 1.64%
▲ 2.76%▲ 2.05%▲ 3.99%
▲ 12.88%▲ 3.56%▲ 0.78%
▲ 10.96%▲ 2.38%▼ 0.46%
▼ 3.44%▲ 0.19%▲ 5.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
16.59%
▼ 8.09%
11
Buy
Nov 19, 2025
AGNC Investment
30.03%
▼ 3.36%
28
Buy
Nov 12, 2025
Carlyle Credit Income Fund A of Beneficial Interest
1.5%
▲ 1.75%
1
Buy
Nov 04, 2025
Eagle Point Income Co
0.98%
▼ 7.67%
1
Buy
Nov 04, 2025
AT&T
41.6%
▼ 3.40%
11
Buy
Nov 03, 2025
Warner Bros
8.9%
▲ 107.38%
1
Buy
Sep 21, 2023