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Big Holdings - New Portfolio

Big Holdings
Individual Investor
Ranked #527,642 out of 817,737 TipRanks' Investors
Success Rate
42%
43 out of 102
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.61%
6-Month Return▼ 3.11%
12-Month Return▼ 9.65%
YTD Return▼ 3.71%
Total Return▼ 38.16%

Best Trade

Opened at
Closed at
Gain▲ 42.47%

Bio

Looking for six-month to five-year holds. I like a dividend paying stock but it's not critical. I'm constantly trying to gauge risk versus reward, but I never seem to be able to actually pin it down.

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.78%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 2.10%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.60%
Aug 2025
▲ 6.57%
▲ 1.11%
▲ 0.64%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.60%
▼ 1.80%▼ 5.57%▼ 3.15%
▲ 1.84%▼ 0.87%▼ 5.78%
▲ 12.20%▲ 6.28%▼ 0.13%
▲ 6.24%▲ 5.14%▲ 1.78%
▲ 27.87%▲ 2.30%▼ 2.10%
▲ 4.87%▲ 2.05%▲ 4.60%
▲ 6.57%▲ 1.11%▲ 0.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adient
▼ 11.51%
4
Close
Sep 10, 2025
4D Molecular Therapeutics
▲ 3.41%
2
Close
Sep 09, 2025
Astera Labs, Inc.
0.51%
▲ 7.40%
1
Open
Sep 09, 2025
Kinross Gold
0.71%
▲ 3.30%
3
Open
Sep 08, 2025
Avino Silver & Gold
▲ 2.20%
4
Close
Sep 05, 2025
Fortuna Mining Corp
0.45%
▲ 1.29%
1
Open
Sep 03, 2025
Amer Sports, Inc.
▼ 3.00%
4
Close
Sep 02, 2025
Gaxosai
▼ 25.72%
2
Close
Aug 26, 2025
Jasper Therapeutics
▼ 46.47%
2
Close
Aug 25, 2025
Byrna Technologies
0.18%
▼ 4.16%
3
Open
Aug 25, 2025
Lincoln Edu
0.42%
▼ 6.03%
3
Open
Aug 21, 2025
Sandstorm Gold
▲ 15.77%
2
Close
Aug 21, 2025
EZCORP
▲ 19.08%
2
Close
Aug 21, 2025
Natural Grocers
▼ 5.87%
4
Close
Aug 21, 2025
Northwest Gas
▼ 0.68%
2
Close
Aug 19, 2025
Flotek
▼ 8.38%
7
Close
Aug 19, 2025
United States Antimony
▲ 34.82%
3
Close
Aug 19, 2025
Privia Health Group
0.35%
▲ 6.93%
1
Open
Aug 19, 2025
Kingstone Companies
▼ 11.50%
2
Close
Aug 18, 2025
Upwork
0.32%
▲ 15.29%
1
Open
Aug 15, 2025