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New Portfolio - New Portfolio

USER

New Portfolio
Individual Investor
Ranked #84,384 out of 812,326 TipRanks' Investors
Success Rate
65%
420 out of 642
profitable transactions
Average Return
25.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.34%
6-Month Return▲ 40.99%
12-Month Return▲ 74.92%
YTD Return▲ 41.77%
Total Return▲ 103.99%

Best Trade

Opened at
Closed at-
Gain▲ 318.75%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 1.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.88%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.80%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.21%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 18.38%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 1.18%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.77%
▼ 12.86%▼ 1.27%▼ 0.25%
▼ 1.80%▼ 5.57%▼ 2.34%
▲ 1.84%▼ 0.87%▲ 2.88%
▲ 12.20%▲ 6.28%▲ 9.80%
▲ 6.24%▲ 5.14%▲ 8.21%
▲ 27.86%▲ 2.30%▲ 18.38%
▲ 0.42%▲ 0.11%▼ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EQT
0%
0.00%
1
Open
Aug 08, 2025
Nio
14.07%
▼ 2.06%
110
Buy
Aug 07, 2025
SoundHound AI, Inc Class A
0%
▲ 52.14%
11
Buy
Aug 07, 2025
Eli Lilly & Co
0.3%
▼ 16.73%
4
Buy
Aug 07, 2025
Upstart Holdings
0.32%
▼ 3.57%
4
Buy
Aug 06, 2025
Honest Company
0.69%
▼ 19.26%
5
Buy
Aug 06, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
11.95%
▲ 5.58%
20
Buy
Aug 05, 2025
SoFi
3.06%
▲ 171.91%
24
Buy
Aug 01, 2025
ProShares Bitcoin Strategy ETF
8.63%
▲ 68.96%
44
Buy
Aug 01, 2025
Adobe
1.49%
▼ 10.75%
6
Buy
Aug 01, 2025
Meta Platforms
0.88%
▲ 17.37%
7
Sell
Jul 31, 2025
UnitedHealth
0%
▼ 13.27%
1
Open
Jul 27, 2025
Baidu
9.91%
▼ 1.60%
50
Buy
Jul 24, 2025
Orangekloud Technology Inc. Class A
2.22%
▼ 38.59%
14
Buy
Jul 24, 2025
Global Engine Group Holding Limited
▼ 30.11%
3
Close
Jul 09, 2025
NEOS S&P 500 High Income ETF
1.92%
▲ 20.07%
20
Sell
Jun 27, 2025
D-Wave Quantum
0%
▼ 8.67%
1
Open
May 26, 2025
Truth Social
0%
▼ 33.40%
1
Open
May 25, 2025
Jayud Global Logistics Limited Class A
1.05%
▼ 68.57%
14
Buy
May 21, 2025
Lam Research
0%
▲ 33.32%
16
Sell
May 16, 2025