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New Portfolio - New Portfolio

Dan

New Portfolio
Individual Investor
Ranked #384,380 out of 859,299 TipRanks' Investors
Success Rate
56%
13 out of 23
profitable transactions
Average Return
22.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.81%
6-Month Return▲ 3.31%
12-Month Return▲ 54.09%
YTD Return▲ 2.00%
Total Return▲ 50.31%

Best Trade

Opened at
Closed at-
Gain▲ 305.30%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.68%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.04%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.32%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.20%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.06%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.68%▲ 0.19%▲ 3.61%
▼ 0.10%▲ 0.08%▼ 3.49%
▲ 4.06%▲ 1.47%▲ 0.68%
▼ 1.12%▼ 0.86%▼ 0.04%
▲ 0.60%▼ 4.94%▼ 6.32%
▲ 12.62%▲ 7.63%▲ 8.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sirius XM Holdings
9.09%
▼ 10.65%
1
Open
Aug 14, 2024
Boston Scientific
▲ 30.69%
2
Close
Jul 18, 2024
QuantumScape
▼ 3.79%
2
Close
Jul 18, 2024
Quantum Computing
▼ 22.00%
2
Close
Jul 18, 2024
D-Wave Quantum
▲ 30.33%
2
Close
Jul 18, 2024
IonQ
▼ 31.58%
2
Close
Jul 18, 2024
Myomo
▲ 52.55%
2
Close
Jul 18, 2024
Arvinas Holding Company
▼ 30.39%
2
Close
Jul 18, 2024
Sterling Infrastructure
▲ 54.98%
2
Close
Jul 18, 2024
Virco Manufacturing
▲ 37.38%
2
Close
Jul 18, 2024
VirTra
▼ 25.11%
2
Close
Jul 18, 2024
InMode
▼ 23.79%
2
Close
Jul 18, 2024
Essential Properties Realty
▲ 10.48%
2
Close
Jul 18, 2024
Walt Disney
9.09%
▲ 8.11%
1
Open
Jul 18, 2024
Meta Platforms
9.09%
▲ 41.95%
1
Open
Jul 18, 2024
SoFi
9.09%
▲ 149.54%
1
Open
Jul 18, 2024
Krispy Kreme
9.09%
▼ 68.70%
1
Open
Jul 18, 2024
McDonald's
9.09%
▲ 22.88%
1
Open
Jul 18, 2024
Cleanspark
9.09%
▼ 34.04%
1
Open
Jul 18, 2024
Nike
9.09%
▼ 37.18%
1
Open
Jul 04, 2024