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New PortfolioIndividual Investor
Ranked #196,167 out of 807,269 TipRanks' Investors
Success Rate
136 out of 215
profitable transactions
profitable transactions
Average Return
5.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.68%
6-Month Return▲ 10.31%
12-Month Return▲ 14.58%
YTD Return▲ 11.13%
Total Return▲ 37.65%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.23%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.32%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.27%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.48%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.93%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.43%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 0.84%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.23%
▲ 6.03%▲ 2.69%▲ 6.10%
▼ 12.86%▼ 1.27%▼ 1.32%
▼ 1.80%▼ 5.57%▼ 6.27%
▲ 1.84%▼ 0.87%▲ 2.48%
▲ 12.20%▲ 6.28%▲ 5.93%
▲ 6.24%▲ 5.14%▲ 3.43%
▲ 2.03%▲ 0.40%▲ 0.84%
Recent Activity
Fidelity Select Insurance Portfolio
―
▼ 2.53%
2
Close
Jul 03, 2025
Exxon Mobil
―
▼ 2.24%
2
Close
Jul 01, 2025
BP
―
▼ 3.07%
2
Close
Jun 26, 2025
TSMC
―
▲ 22.65%
5
Close
Jun 23, 2025
Visa
―
▲ 10.41%
2
Close
Jun 23, 2025
Oracle
0%
▼ 1.04%
3
Open
Jun 23, 2025
Arista Networks
―
▲ 4.68%
2
Close
Jun 23, 2025
Shell
0%
▲ 0.59%
1
Open
Jun 23, 2025
Cisco Systems
0%
▲ 2.41%
1
Open
Jun 23, 2025
McKesson
0%
▲ 0.32%
1
Open
Jun 23, 2025
GE Aerospace
―
▲ 20.93%
4
Close
Jun 04, 2025
Walmart
―
▲ 46.03%
3
Close
Jun 04, 2025
Health Care Services Portfolio
―
▼ 1.41%
4
Close
Jun 04, 2025
Fidelity Contra Fund
―
▲ 6.36%
4
Close
Jun 04, 2025
Fidelity Select Technology
0%
▲ 7.20%
3
Open
Jun 04, 2025
Diamondback
―
▲ 4.07%
2
Close
Jun 04, 2025
Alibaba
―
▼ 0.90%
2
Close
Jun 04, 2025
Fidelity Growth Discovery Fund
―
▲ 7.97%
2
Close
Jun 04, 2025
Fidelity Select Semiconductors Portfolio
―
▲ 19.65%
2
Close
Jun 04, 2025
Real Estate Select Sector SPDR Fund
―
▼ 0.26%
2
Close
Jun 04, 2025