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Individual Brokerage -8530 - New Portfolio

Nj Shrestha

Individual Brokerage -8530
Individual Investor
Ranked #522,429 out of 859,402 TipRanks' Investors
Success Rate
48%
28 out of 58
profitable transactions
Average Return
0.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 12.26%
12-Month Return▲ 32.86%
YTD Return▲ 5.65%
Total Return▲ 70.16%

Best Trade

Opened at
Closed at-
Gain▲ 353.22%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.78%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.62%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.17%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 1.12%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.78%
▲ 10.96%▲ 2.38%▼ 0.46%
▼ 3.68%▲ 0.19%▲ 4.78%
▼ 0.10%▲ 0.08%▲ 0.91%
▲ 4.06%▲ 1.47%▲ 7.62%
▼ 1.12%▼ 0.86%▲ 1.30%
▲ 0.60%▼ 4.94%▼ 4.17%
▲ 12.62%▲ 7.63%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
30.64%
▲ 3.95%
33
Buy
Apr 10, 2026
Energy Transfer
17.83%
▼ 8.33%
12
Buy
Feb 20, 2026
AT&T
39.64%
▼ 9.06%
12
Buy
Feb 02, 2026
Carlyle Credit Income Fund A of Beneficial Interest
0.9%
▼ 34.11%
1
Buy
Nov 04, 2025
Eagle Point Income Co
0.79%
▼ 20.68%
1
Buy
Nov 04, 2025
Warner Bros
9.69%
▲ 137.97%
1
Buy
Sep 21, 2023