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Individual - New Portfolio
Individual
Individual Investor
Ranked #55,204 out of 802,721 TipRanks' Investors
Success Rate
59 out of 90
profitable transactions
profitable transactions
Average Return
32.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.48%
6-Month Return▼ 1.36%
12-Month Return▲ 13.13%
YTD Return▲ 1.64%
Total Return▲ 43.18%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.02%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.66%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.23%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.66%
May 2025
▲ 2.22%
▲ 1.65%
▲ 1.51%
Jun 2025
▲ 25.97%▲ 5.96%▲ 9.02%
▲ 5.43%▼ 2.41%▼ 3.46%
▲ 5.99%▲ 2.69%▲ 3.19%
▼ 12.86%▼ 1.27%▲ 2.70%
▼ 1.80%▼ 5.57%▼ 7.66%
▲ 1.76%▼ 0.87%▼ 2.23%
▲ 12.21%▲ 6.28%▲ 4.66%
▲ 2.22%▲ 1.65%▲ 1.51%
Recent Activity
Starbucks
1.73%
▼ 4.33%
7
Buy
May 30, 2025
Walmart
3.18%
▲ 58.93%
11
Buy
May 27, 2025
Verizon
2.45%
▲ 124.98%
7
Buy
May 01, 2025
Coca-Cola
4.53%
▲ 15.81%
9
Buy
Apr 02, 2025
NextEra Energy
1.8%
▼ 2.45%
8
Buy
Mar 18, 2025
SS&C Technologies Holdings
5.45%
▲ 49.85%
12
Buy
Mar 18, 2025
Alphabet Class A
9.21%
▲ 10.56%
5
Buy
Mar 18, 2025
The Hershey Company
1.19%
▼ 10.26%
8
Buy
Mar 14, 2025
Walt Disney
5.83%
▲ 21.29%
5
Buy
Jan 16, 2025
Palo Alto Networks
9.17%
▲ 73.68%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.2%
▼ 90.37%
2
Buy
Mar 11, 2024
Sunnova Energy International
0.06%
▼ 96.05%
1
Buy
Mar 11, 2024
Vor Biopharma
0.12%
▼ 89.43%
1
Buy
Feb 21, 2024
Nio
0.79%
▼ 39.85%
1
Buy
Feb 21, 2024
Expedia
3.22%
▲ 30.01%
1
Buy
Feb 14, 2024
Salesforce
2.35%
▼ 4.09%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
13.16%
▲ 198.28%
1
Buy
Feb 12, 2024
DLocal
1.28%
▼ 36.54%
1
Buy
Dec 20, 2023
Snowflake
2.08%
▲ 5.94%
1
Buy
Dec 20, 2023