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New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #254,993 out of 813,692 TipRanks' Investors
Success Rate
61%
136 out of 224
profitable transactions
Average Return
5.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.84%
6-Month Return▲ 5.06%
12-Month Return▲ 18.96%
YTD Return▲ 14.47%
Total Return▲ 41.80%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

27.89%0-27.89%
▲ 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%
▲ 3.50%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 5.69%
Jul 2025
▲ 8.10%
▲ 1.80%
▼ 1.78%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▲ 3.50%
▲ 27.89%▲ 2.30%▲ 5.69%
▲ 8.10%▲ 1.80%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Select Technology
▲ 10.07%
4
Close
Aug 13, 2025
Fidelity Fund
▲ 17.16%
2
Close
Aug 13, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
▲ 19.47%
2
Close
Aug 13, 2025
Calix
0%
▼ 3.21%
1
Open
Aug 13, 2025
Century Aluminum
0%
▼ 2.35%
1
Open
Aug 13, 2025
Compass
0%
▼ 0.68%
1
Open
Aug 13, 2025
Nisource
0%
▼ 1.71%
1
Open
Aug 13, 2025
TTM Technologies
0%
▼ 7.03%
1
Open
Aug 13, 2025
Wesco International
0%
▼ 4.27%
1
Open
Aug 13, 2025
Shell
▲ 3.21%
2
Close
Jul 29, 2025
Cisco Systems
▲ 1.47%
2
Close
Jul 29, 2025
Applied Materials
0%
▼ 14.15%
1
Open
Jul 29, 2025
McKesson
▼ 2.15%
2
Close
Jul 26, 2025
Brookfield Renewable Partners
0%
▼ 8.42%
1
Open
Jul 17, 2025
Stoneco
▼ 5.31%
2
Close
Jul 14, 2025
SAP AG
▲ 6.65%
2
Close
Jul 10, 2025
Fidelity Select Insurance Portfolio
▼ 2.53%
2
Close
Jul 03, 2025
Exxon Mobil
▼ 2.24%
2
Close
Jul 01, 2025
BP
▼ 2.73%
2
Close
Jun 26, 2025
TSMC
▲ 22.65%
5
Close
Jun 23, 2025