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New Portfolio - New Portfolio

simwai

New Portfolio
Individual Investor
Ranked #19,962 out of 833,092 TipRanks' Investors
Success Rate
84%
91 out of 108
profitable transactions
Average Return
28.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.58%
6-Month Return▲ 7.57%
12-Month Return▲ 34.09%
YTD Return▲ 29.65%
Total Return▲ 109.25%

Best Trade

Opened at
Closed at
Gain▲ 291.01%

Bio

Trying to hustle on a demo portfolio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.38%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.63%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.48%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.98%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.00%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 1.50%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.38%
▲ 9.25%▲ 5.14%▲ 5.63%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 3.48%
▲ 12.88%▲ 3.56%▲ 3.37%
▲ 10.96%▲ 2.38%▼ 4.98%
▼ 3.57%▲ 0.19%▲ 2.00%
▼ 3.92%▼ 1.01%▼ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Interactive Brokers
▲ 102.41%
4
Close
Dec 01, 2025
Regeneron
▲ 33.19%
2
Close
Dec 01, 2025
First Citizens BancShares
4.45%
▲ 10.83%
1
Open
Dec 01, 2025
BNP Paribas
4.98%
▲ 9.44%
1
Open
Dec 01, 2025
International General Insurance Holdings
▲ 5.64%
2
Close
Nov 29, 2025
Investec Limited
▲ 34.11%
5
Close
Nov 12, 2025
Exelixis
▲ 15.44%
2
Close
Nov 12, 2025
Alibaba
▲ 55.21%
4
Close
Sep 07, 2025
Axis Capital
▲ 59.86%
5
Close
Sep 07, 2025
UniCredit SpA
▲ 45.84%
3
Close
Sep 07, 2025
Techtronic Industries
6.21%
▲ 14.80%
4
Buy
Sep 07, 2025
Tri Pointe
4.87%
▲ 1.50%
4
Buy
Sep 07, 2025
Enterprise Financial Services
8.81%
▼ 6.05%
1
Open
Sep 07, 2025
Skyward Specialty Insurance Group, Inc.
8.2%
▲ 3.13%
1
Open
Sep 07, 2025
Qualcomm
6.07%
▲ 9.26%
1
Open
Sep 07, 2025
TJX Companies
▲ 6.38%
3
Close
Aug 29, 2025
Cheniere Energy
▲ 34.84%
3
Close
Aug 16, 2025
Nvidia
▲ 291.01%
2
Close
Aug 16, 2025
Hdfc Bank
▲ 36.00%
2
Close
Aug 16, 2025
Microsoft
▲ 41.76%
2
Close
Aug 16, 2025