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New Portfolio - New Portfolio

USER

New Portfolio
Individual Investor
Ranked #70,841 out of 808,802 TipRanks' Investors
Success Rate
67%
413 out of 616
profitable transactions
Average Return
27.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.25%
6-Month Return▲ 34.56%
12-Month Return▲ 50.07%
YTD Return▲ 38.46%
Total Return▲ 99.21%

Best Trade

Opened at
Closed at-
Gain▲ 262.30%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.40%
Dec 2024
▲ 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%
▲ 2.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.80%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.21%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 14.26%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.40%
▲ 6.03%▲ 2.69%▲ 1.77%
▼ 12.86%▼ 1.27%▼ 0.25%
▼ 1.80%▼ 5.57%▼ 2.34%
▲ 1.84%▼ 0.87%▲ 2.87%
▲ 12.20%▲ 6.28%▲ 9.80%
▲ 6.24%▲ 5.14%▲ 8.21%
▲ 14.83%▲ 1.65%▲ 14.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.2%
▲ 15.97%
4
Buy
Jul 17, 2025
Nio
13.39%
▼ 7.95%
108
Buy
Jul 16, 2025
Baidu
10.23%
▼ 1.52%
49
Buy
Jul 16, 2025
Adobe
1.61%
▼ 5.05%
5
Buy
Jul 11, 2025
Global Engine Group Holding Limited
▼ 30.11%
3
Close
Jul 09, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
10.04%
▲ 19.67%
13
Buy
Jul 08, 2025
NEOS S&P 500 High Income ETF
2.03%
▲ 19.03%
20
Sell
Jun 27, 2025
Orangekloud Technology Inc. Class A
2.67%
▼ 47.36%
11
Sell
Jun 26, 2025
Honest Company
0%
▼ 8.87%
1
Open
Jun 21, 2025
ProShares Bitcoin Strategy ETF
8.91%
▲ 74.88%
42
Buy
Jun 02, 2025
D-Wave Quantum
0%
▲ 2.34%
1
Open
May 26, 2025
Truth Social
0%
▼ 25.51%
1
Open
May 25, 2025
Jayud Global Logistics Limited Class A
1.02%
▼ 70.97%
14
Buy
May 21, 2025
Lam Research
0%
▲ 35.53%
16
Sell
May 16, 2025
Veren
▲ 11.17%
2
Close
May 14, 2025
Robinhood Markets
0%
▲ 130.45%
15
Sell
May 08, 2025
Alphabet Class A
2.06%
▲ 24.88%
18
Buy
May 07, 2025
CoreWeave, Inc. Class A
0%
▲ 140.34%
3
Sell
May 02, 2025
Micron
16.14%
▲ 31.99%
25
Buy
Apr 29, 2025
Nvidia
8.22%
▲ 89.85%
35
Buy
Apr 20, 2025