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Individual Brokerage -8530 - New Portfolio

Nj Shrestha

Individual Brokerage -8530
Individual Investor
Ranked #506,995 out of 849,606 TipRanks' Investors
Success Rate
51%
27 out of 53
profitable transactions
Average Return
0.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.64%
6-Month Return▲ 19.75%
12-Month Return▲ 27.12%
YTD Return▲ 6.44%
Total Return▲ 70.39%

Best Trade

Opened at
Closed at-
Gain▲ 200.35%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 4.78%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.28%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 6.44%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 4.78%
▼ 0.10%▲ 0.08%▲ 0.28%
▲ 3.22%▲ 1.43%▲ 6.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
33.83%
▲ 2.42%
30
Buy
Jan 12, 2026
Energy Transfer
16.53%
▼ 6.18%
11
Buy
Nov 19, 2025
Carlyle Credit Income Fund A of Beneficial Interest
1.37%
▼ 3.51%
1
Buy
Nov 04, 2025
Eagle Point Income Co
0.93%
▼ 9.77%
1
Buy
Nov 04, 2025
AT&T
36.62%
▼ 11.12%
11
Buy
Nov 03, 2025
Warner Bros
10.3%
▲ 148.31%
1
Buy
Sep 21, 2023