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Big Holdings - New Portfolio

Big Holdings
Individual Investor
Ranked #543,019 out of 820,848 TipRanks' Investors
Success Rate
45%
48 out of 107
profitable transactions
Average Return
-1.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.28%
6-Month Return▲ 3.79%
12-Month Return▼ 1.94%
YTD Return▲ 1.17%
Total Return▼ 35.02%

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

22.60%0-22.60%
▼ 14.82%
▼ 1.27%
▼ 0.60%
Feb 2025
▼ 15.60%
▼ 5.57%
▼ 3.15%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 5.78%
Apr 2025
▲ 7.77%
▲ 6.28%
▼ 0.13%
May 2025
▲ 2.59%
▲ 5.14%
▲ 1.78%
Jun 2025
▲ 22.60%
▲ 2.30%
▼ 2.10%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 4.60%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 5.73%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 14.82%▼ 1.27%▼ 0.60%
▼ 15.60%▼ 5.57%▼ 3.15%
▼ 3.50%▼ 0.87%▼ 5.78%
▲ 7.77%▲ 6.28%▼ 0.13%
▲ 2.59%▲ 5.14%▲ 1.78%
▲ 22.60%▲ 2.30%▼ 2.10%
▼ 1.95%▲ 2.05%▲ 4.60%
▲ 6.01%▲ 3.56%▲ 5.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Byrna Technologies
▼ 0.79%
4
Close
Sep 30, 2025
Upwork
▲ 34.57%
2
Close
Sep 30, 2025
Core & Main
0.48%
0.00%
1
Open
Sep 30, 2025
Universal Technical Institute
0.58%
0.00%
1
Open
Sep 30, 2025
Triple Flag Precious Metals
0.58%
0.00%
1
Open
Sep 30, 2025
United States Antimony
▲ 18.37%
6
Close
Sep 24, 2025
QuantumScape
▲ 1.44%
4
Close
Sep 24, 2025
Astera Labs, Inc.
▲ 14.32%
2
Close
Sep 19, 2025
SoFi
0.35%
▼ 10.47%
1
Open
Sep 19, 2025
PaySign
0.22%
▼ 1.68%
5
Open
Sep 15, 2025
Privia Health Group
▲ 5.33%
2
Close
Sep 15, 2025
Adient
▼ 11.51%
4
Close
Sep 10, 2025
4D Molecular Therapeutics
▲ 3.41%
2
Close
Sep 09, 2025
Kinross Gold
0.77%
▲ 7.54%
3
Open
Sep 08, 2025
Avino Silver & Gold
▲ 2.20%
4
Close
Sep 05, 2025
Fortuna Mining Corp
0.52%
▲ 15.17%
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
Lincoln Edu
0.52%
▲ 5.23%
3
Open
Aug 21, 2025