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Individual - New Portfolio
Individual
Individual Investor
Ranked #88,870 out of 848,813 TipRanks' Investors
Success Rate
75 out of 113
profitable transactions
profitable transactions
Average Return
34.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.57%
6-Month Return▲ 14.71%
12-Month Return▲ 20.98%
YTD Return▲ 2.77%
Total Return▲ 70.21%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.15%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.12%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.18%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.58%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.53%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 2.77%
Jan 2026
▲ 9.25%▲ 5.14%▲ 4.15%
▲ 7.60%▲ 2.30%▲ 2.12%
▲ 2.76%▲ 2.05%▲ 3.18%
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 3.58%▲ 0.19%▲ 3.18%
▼ 0.10%▲ 0.08%▲ 1.53%
▲ 3.61%▲ 1.24%▲ 2.77%
Recent Activity
The Hershey Company
1.3%
▲ 5.86%
11
Buy
Dec 24, 2025
NextEra Energy
1.82%
▲ 6.10%
11
Buy
Dec 24, 2025
Coca-Cola
4.02%
▲ 12.74%
12
Buy
Dec 24, 2025
Starbucks
1.55%
▼ 6.71%
9
Buy
Dec 24, 2025
Verizon
1.99%
▲ 75.31%
9
Buy
Dec 24, 2025
SS&C Technologies Holdings
5.09%
▲ 45.33%
15
Buy
Dec 24, 2025
Alphabet Class A
15.49%
▲ 81.09%
8
Buy
Dec 24, 2025
Athira Pharma
0.32%
▼ 54.93%
4
Sell
Sep 18, 2025
Walmart
3.41%
▲ 83.58%
12
Buy
Sep 03, 2025
Nio
7.59%
▼ 21.40%
2
Buy
Aug 21, 2025
Walt Disney
5.06%
▲ 16.17%
6
Buy
Jul 24, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
7.61%
▲ 66.14%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Vor Biopharma
0.35%
▼ 65.00%
1
Buy
Feb 21, 2024
Expedia
4.6%
▲ 114.11%
1
Buy
Feb 14, 2024
Salesforce
1.78%
▼ 16.30%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
11.23%
▲ 193.37%
1
Buy
Feb 12, 2024
DLocal
1.5%
▼ 13.97%
1
Buy
Dec 20, 2023
Snowflake
1.77%
▲ 3.59%
1
Buy
Dec 20, 2023