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Individual Brokerage -1108 - New Portfolio

mutual fund & individual picks

Individual Brokerage -1108
Individual Investor
Ranked #525,409 out of 827,189 TipRanks' Investors
Success Rate
40%
96 out of 239
profitable transactions
Average Return
-0.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.05%
6-Month Return▲ 49.28%
12-Month Return▲ 55.62%
YTD Return▲ 71.50%
Total Return▲ 40.59%

Best Trade

Opened at
Closed at-
Gain▲ 729.63%

Bio

Performance

12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 11.09%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 9.67%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 11.09%
▼ 3.50%▼ 1.72%▼ 9.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nano One Materials
36.65%
▲ 21.09%
27
Buy
Nov 07, 2025
GrowGeneration
1.95%
▼ 19.60%
3
Buy
Nov 06, 2025
Smith & Wesson Brands
3.85%
▼ 24.01%
15
Buy
Nov 06, 2025
Rivian Automotive
5.38%
▼ 20.52%
7
Buy
Nov 06, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
3.69%
▼ 19.73%
24
Buy
Nov 03, 2025
Western Asset Core Bond Fund Class I
3.89%
▼ 17.16%
24
Buy
Nov 03, 2025
Payden Equity Income Fund Adviser Cl
▼ 23.25%
12
Sell
Oct 31, 2025
Nextdoor Holdings
1.03%
▲ 0.32%
5
Buy
Oct 29, 2025
Harmony Gold Mining
1.86%
▲ 12.98%
9
Buy
Oct 21, 2025
Uranium Energy
4%
▲ 50.68%
15
Sell
Oct 15, 2025
Ford Motor
5.8%
▲ 22.93%
17
Buy
Oct 07, 2025
Pinterest
9.3%
▼ 27.55%
8
Buy
Oct 06, 2025
Upstart Holdings
8.34%
▼ 40.44%
3
Buy
Oct 02, 2025
Eaton Vance Income Fund of Boston Class A
0.01%
▲ 20.52%
27
Buy
Oct 01, 2025
General Motors
6.2%
▲ 8.93%
10
Buy
Sep 18, 2025
C3ai
3.49%
▼ 26.12%
7
Buy
Sep 09, 2025
WisdomTree
1.56%
▼ 20.16%
10
Buy
Aug 27, 2025
Janus Henderson Global Equity Income Fund - T Shares
▼ 1.10%
10
Close
Jul 26, 2025
Virgin Galactic Holdings
0.63%
▼ 19.39%
5
Buy
Jul 25, 2025
Jushi Holdings
0.97%
▲ 33.69%
4
Buy
Jul 18, 2025