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Family Portfolio - New Portfolio

Family Portfolio
Individual Investor
Ranked #67,215 out of 858,971 TipRanks' Investors
Success Rate
75%
50 out of 67
profitable transactions
Average Return
39.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.56%
6-Month Return▼ 11.16%
12-Month Return▲ 31.40%
YTD Return▼ 6.47%
Total Return▲ 107.23%

Best Trade

Opened at
Closed at-
Gain▲ 498.96%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.46%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 4.68%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.42%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.00%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.48%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.80%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.59%
▲ 10.96%▲ 2.38%▲ 5.46%
▼ 3.68%▲ 0.19%▼ 6.46%
▼ 0.10%▲ 0.08%▼ 4.68%
▲ 4.06%▲ 1.47%▼ 4.42%
▼ 1.12%▼ 0.86%▼ 7.00%
▲ 0.60%▼ 4.94%▼ 1.48%
▲ 4.89%▲ 4.48%▲ 6.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
7.16%
▲ 6.06%
2
Buy
Apr 01, 2026
Amazon
16.3%
▲ 31.59%
6
Buy
Mar 11, 2026
Uber Technologies
▲ 8.86%
8
Close
Mar 11, 2026
Netflix
12.61%
▲ 44.17%
6
Buy
Jan 24, 2026
Eli Lilly & Co
▲ 4.96%
4
Close
Sep 22, 2025
CrowdStrike Holdings
10.93%
▼ 1.14%
8
Buy
Apr 02, 2025
Nvidia
17.49%
▲ 58.16%
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
21.58%
▲ 457.77%
6
Sell
Feb 19, 2025
Robinhood
0.00%
2
Close
Feb 18, 2025
Invesco QQQ Trust
▲ 23.42%
4
Close
Feb 04, 2025
Advanced Micro Devices
▼ 6.56%
5
Close
Oct 23, 2024
Microsoft
▲ 6.44%
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
13.9%
▲ 140.73%
4
Buy
Aug 06, 2024
Intellia Therapeutics
▲ 8.63%
4
Close
Jun 15, 2024