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Big Holdings - New Portfolio

Big Holdings
Individual Investor
Ranked #511,797 out of 806,657 TipRanks' Investors
Success Rate
43%
33 out of 76
profitable transactions
Average Return
-3.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.58%
6-Month Return▼ 4.26%
12-Month Return▼ 19.21%
YTD Return▼ 3.91%
Total Return▼ 38.29%

Best Trade

Opened at
Closed at-
Gain▲ 63.47%

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

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 8.14%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 5.62%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.78%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 2.72%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 8.14%
▲ 6.03%▲ 2.69%▲ 1.34%
▼ 12.86%▼ 1.27%▼ 0.60%
▼ 1.80%▼ 5.57%▼ 3.15%
▲ 1.83%▼ 0.87%▼ 5.62%
▲ 12.20%▲ 6.28%▼ 0.18%
▲ 6.24%▲ 5.14%▲ 1.78%
▲ 0.31%▲ 1.21%▲ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CuriosityStream
▼ 12.40%
5
Close
Jul 04, 2025
Optex Systems Holdings
0.27%
▼ 6.91%
5
Open
Jul 03, 2025
Natural Grocers
0.36%
▼ 5.48%
3
Open
Jul 02, 2025
Mueller Water Products
0.71%
▲ 1.39%
1
Open
Jul 01, 2025
Nexxen International
0.41%
▼ 2.28%
1
Open
Jul 01, 2025
Innovative Solutions And Support
0.4%
▲ 0.36%
1
Open
Jun 27, 2025
Epsilon Energy
▼ 5.24%
3
Close
Jun 25, 2025
Kinross Gold
▲ 4.79%
2
Close
Jun 24, 2025
Urban Outfitters
▼ 7.46%
3
Close
Jun 23, 2025
PaySign
0.9%
▲ 50.38%
2
Buy
Jun 23, 2025
Flotek
▼ 2.82%
5
Close
Jun 18, 2025
Waystar Holding Corp.
0.52%
▲ 1.05%
1
Open
Jun 13, 2025
Culp
▼ 13.02%
2
Close
Jun 11, 2025
IDEX
▼ 0.49%
2
Close
Jun 11, 2025
Walmart
0.87%
▲ 2.67%
1
Open
Jun 11, 2025
Lincoln Edu
▼ 7.21%
2
Close
Jun 09, 2025
Village Super Market
0.52%
▲ 7.23%
1
Open
Jun 09, 2025
Adt
0.43%
▲ 3.37%
1
Open
Jun 05, 2025
Sandstorm Gold
0.47%
▲ 2.88%
1
Open
Jun 03, 2025
EZCORP
0.47%
▲ 5.41%
1
Open
Jun 03, 2025