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Individual Brokerage -1108 - New Portfolio
mutual fund & individual picks
Individual Brokerage -1108Individual Investor
Ranked #515,974 out of 824,099 TipRanks' Investors
Success Rate
98 out of 232
profitable transactions
profitable transactions
Average Return
2.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.54%
6-Month Return▲ 72.85%
12-Month Return▲ 65.99%
YTD Return▲ 81.61%
Total Return▲ 48.88%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.59%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 8.76%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.49%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.99%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 12.84%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.87%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 6.27%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.59%
▲ 0.80%▼ 0.87%▲ 8.76%
▲ 11.63%▲ 6.28%▲ 2.49%
▲ 9.25%▲ 5.14%▲ 6.99%
▲ 7.60%▲ 2.30%▲ 12.84%
▲ 2.76%▲ 2.05%▲ 11.96%
▲ 12.88%▲ 3.56%▲ 9.87%
▲ 4.03%▼ 0.27%▲ 6.27%
Recent Activity
Nano One Materials
32.34%
▲ 22.92%
25
Buy
Oct 17, 2025
Harmony Gold Mining
2.23%
▲ 44.79%
8
Sell
Oct 17, 2025
Nextdoor Holdings
―
▲ 5.06%
4
Close
Oct 16, 2025
Uranium Energy
4.65%
▲ 81.55%
15
Sell
Oct 15, 2025
Smith & Wesson Brands
3.69%
▼ 20.86%
13
Buy
Oct 13, 2025
Ford Motor
5.03%
▲ 12.76%
17
Buy
Oct 07, 2025
Pinterest
10.94%
▼ 19.43%
8
Buy
Oct 06, 2025
Upstart Holdings
9.82%
▼ 26.59%
3
Buy
Oct 02, 2025
Eaton Vance Income Fund of Boston Class A
0.01%
▲ 20.73%
27
Buy
Oct 01, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
3.52%
▼ 20.40%
23
Buy
Oct 01, 2025
Western Asset Core Bond Fund Class I
3.72%
▼ 18.88%
23
Buy
Oct 01, 2025
Payden Equity Income Fund Adviser Cl
3.99%
▼ 23.75%
11
Buy
Sep 30, 2025
General Motors
5.02%
▼ 4.58%
10
Buy
Sep 18, 2025
C3ai
3.89%
▼ 13.81%
7
Buy
Sep 09, 2025
WisdomTree
1.65%
▼ 12.73%
10
Buy
Aug 27, 2025
Janus Henderson Global Equity Income Fund - T Shares
―
▼ 1.10%
10
Close
Jul 26, 2025
Virgin Galactic Holdings
0.69%
▼ 10.93%
5
Buy
Jul 25, 2025
GrowGeneration
1.11%
▼ 13.88%
2
Buy
Jul 24, 2025
Jushi Holdings
1.27%
▲ 82.97%
4
Buy
Jul 18, 2025
Rivian Automotive
3.85%
▼ 26.40%
6
Buy
Jul 07, 2025