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Family Portfolio - New Portfolio

Family Portfolio
Individual Investor
Ranked #33,899 out of 815,805 TipRanks' Investors
Success Rate
76%
48 out of 63
profitable transactions
Average Return
58.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 29.12%
12-Month Return▲ 82.39%
YTD Return▲ 36.56%
Total Return▲ 121.99%

Best Trade

Opened at
Closed at-
Gain▲ 615.48%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 5.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.49%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 12.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.54%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.99%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.16%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.09%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.58%
▼ 12.86%▼ 1.27%▲ 0.18%
▼ 1.80%▼ 5.57%▼ 11.49%
▲ 1.84%▼ 0.87%▲ 12.87%
▲ 12.20%▲ 6.28%▲ 8.54%
▲ 6.24%▲ 5.14%▲ 11.99%
▲ 27.88%▲ 2.30%▲ 2.16%
▲ 6.52%▲ 2.30%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
3.57%
▲ 1.77%
3
Sell
Jun 21, 2025
CrowdStrike Holdings
9.38%
▲ 5.35%
8
Buy
Apr 02, 2025
Amazon
11.3%
▲ 30.67%
5
Buy
Mar 15, 2025
Netflix
12.02%
▲ 79.20%
4
Buy
Mar 15, 2025
Nvidia
13%
▲ 50.50%
4
Buy
Mar 15, 2025
MongoDB
▼ 32.69%
5
Close
Mar 08, 2025
Accenture
▼ 6.99%
2
Close
Feb 21, 2025
Intuitive Surgical
▲ 0.02%
3
Close
Feb 21, 2025
Palantir Technologies
20.13%
▲ 566.27%
6
Sell
Feb 19, 2025
Robinhood
0.00%
2
Close
Feb 18, 2025
Invesco QQQ Trust
▲ 23.42%
4
Close
Feb 04, 2025
Uber Technologies
12.22%
▲ 39.34%
5
Buy
Dec 26, 2024
Advanced Micro Devices
▼ 6.56%
5
Close
Oct 23, 2024
Microsoft
▲ 6.45%
3
Close
Oct 23, 2024
DraftKings
▼ 22.86%
5
Close
Aug 09, 2024
On Holding AG
▲ 25.48%
5
Close
Aug 09, 2024
Shopify
▲ 15.14%
4
Close
Aug 09, 2024
SoFi
16.58%
▲ 267.66%
4
Buy
Aug 06, 2024
Intellia Therapeutics
▲ 8.63%
4
Close
Jun 15, 2024
GameStop
▼ 19.24%
1
Close
Jun 07, 2024