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2025 Portfolio - New Portfolio

AS FAR AS YOU KNOW

2025 Portfolio
Individual Investor
Ranked #300,298 out of 859,299 TipRanks' Investors
Success Rate
61%
153 out of 251
profitable transactions
Average Return
5.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.44%
6-Month Return▲ 5.85%
12-Month Return▲ 35.05%
YTD Return▲ 0.74%
Total Return▲ 59.72%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.45%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.50%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.83%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.69%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 9.66%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.80%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.68%▲ 0.19%▲ 5.45%
▼ 0.10%▲ 0.08%▼ 1.50%
▲ 4.06%▲ 1.47%▲ 3.54%
▼ 1.12%▼ 0.86%▼ 2.83%
▲ 0.60%▼ 4.94%▼ 8.69%
▲ 12.62%▲ 7.63%▲ 9.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▼ 8.87%
4
Close
Apr 08, 2026
Amazon
▲ 1.65%
6
Close
Apr 07, 2026
Freeport-McMoRan
8.33%
▲ 13.32%
1
Open
Apr 07, 2026
Fidelity Wise Origin Bitcoin Fund
▼ 10.92%
4
Close
Jan 27, 2026
iShares Ethereum Trust ETF
▼ 24.40%
2
Close
Jan 27, 2026
Consumer Discretionary Select Sector SPDR Fund
8.33%
▲ 7.48%
5
Open
Jan 14, 2026
Brookfield Infrastructure
▲ 2.89%
2
Close
Jan 14, 2026
Nokia
▼ 6.19%
2
Close
Jan 14, 2026
SPDR Dow Jones Industrial Average ETF Trust
8.33%
▼ 1.02%
1
Open
Jan 14, 2026
iShares U.S. Aerospace & Defense ETF
▲ 1.65%
2
Close
Jan 06, 2026
SPDR S&P Aerospace & Defense ETF
8.33%
▲ 3.55%
1
Open
Jan 06, 2026
Apple
8.33%
▲ 5.68%
4
Open
Dec 03, 2025
Alphabet Class A
▲ 0.26%
5
Close
Dec 03, 2025
SPDR Portfolio Emerging Markets ETF
▼ 0.01%
4
Close
Dec 03, 2025
Brookfield Renewable Partners
▲ 6.76%
2
Close
Dec 03, 2025
Thornburg International Equity ETF
▲ 2.96%
2
Close
Dec 03, 2025
iShares Russell 2000 ETF
▲ 1.72%
4
Close
Dec 03, 2025
iShares Russell 1000 Growth ETF
8.33%
▼ 1.40%
1
Open
Dec 03, 2025
Invesco QQQ Trust
8.33%
▲ 2.49%
1
Open
Dec 03, 2025
Berkshire Hathaway B
▲ 21.84%
4
Close
Nov 18, 2025