Individual - New Portfolio
Individual
Individual Investor
Ranked #71,059 out of 859,217 TipRanks' Investors
Success Rate
86 out of 123
profitable transactions
profitable transactions
Average Return
32.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.01%
6-Month Return▲ 9.26%
12-Month Return▲ 30.02%
YTD Return▲ 4.36%
Total Return▲ 73.04%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.58%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.50%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.02%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.90%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.75%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 3.68%▲ 0.19%▲ 3.26%
▼ 0.10%▲ 0.08%▲ 1.50%
▲ 4.06%▲ 1.47%▲ 3.60%
▼ 1.12%▼ 0.86%▲ 2.02%
▲ 0.60%▼ 4.94%▼ 3.90%
▲ 10.48%▲ 6.78%▲ 2.75%
Recent Activity
Ondas
7.76%
▼ 13.80%
1
Buy
Mar 24, 2026
NextEra Energy
1.84%
▲ 16.65%
12
Buy
Mar 16, 2026
SS&C Technologies Holdings
3.76%
▲ 16.94%
16
Buy
Mar 16, 2026
Alphabet Class A
13.88%
▲ 71.76%
9
Buy
Mar 16, 2026
Starbucks
1.52%
▲ 0.81%
10
Buy
Feb 27, 2026
Verizon
2.09%
▲ 90.43%
10
Buy
Feb 03, 2026
The Hershey Company
―
▲ 7.04%
12
Close
Jan 16, 2026
Ulta Beauty
―
▲ 40.49%
2
Close
Jan 16, 2026
LeonaBio
―
▼ 55.37%
5
Close
Jan 16, 2026
Walmart
3.22%
▲ 84.61%
13
Buy
Jan 15, 2026
Walt Disney
4.16%
▲ 2.90%
7
Buy
Jan 15, 2026
Vor Biopharma
2.75%
▼ 27.21%
2
Buy
Jan 15, 2026
Rezolve AI
2.06%
▼ 7.73%
1
Buy
Dec 29, 2025
Coca-Cola
3.86%
▲ 19.85%
12
Buy
Dec 24, 2025
Nio
9.9%
▲ 13.42%
2
Buy
Aug 21, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
5.82%
▲ 40.61%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Expedia
3.55%
▲ 83.04%
1
Buy
Feb 14, 2024
Salesforce
1.15%
▼ 40.15%
1
Buy
Feb 14, 2024