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Individual - New Portfolio
Individual
Individual Investor
Ranked #47,031 out of 815,638 TipRanks' Investors
Success Rate
69 out of 98
profitable transactions
profitable transactions
Average Return
35.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.54%
6-Month Return▲ 3.24%
12-Month Return▲ 11.74%
YTD Return▲ 9.50%
Total Return▲ 54.25%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.66%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.40%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.66%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.20%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.12%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.86%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.28%
▼ 12.86%▼ 1.27%▲ 2.70%
▼ 1.80%▼ 5.57%▼ 7.66%
▲ 1.84%▼ 0.87%▼ 2.40%
▲ 12.20%▲ 6.28%▲ 4.66%
▲ 6.24%▲ 5.14%▲ 4.20%
▲ 27.88%▲ 2.30%▲ 2.12%
▲ 6.52%▲ 2.30%▲ 2.86%
Recent Activity
Nio
10.65%
▲ 9.29%
2
Buy
Aug 21, 2025
Verizon
2.2%
▲ 112.07%
8
Buy
Aug 01, 2025
Walt Disney
5.31%
▲ 20.84%
6
Buy
Jul 24, 2025
Coca-Cola
3.85%
▲ 10.18%
10
Buy
Jul 02, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
The Hershey Company
1.18%
▲ 1.61%
9
Buy
Jun 16, 2025
NextEra Energy
1.63%
▼ 0.08%
9
Buy
Jun 16, 2025
SS&C Technologies Holdings
5.31%
▲ 62.05%
13
Buy
Jun 16, 2025
Alphabet Class A
9.64%
▲ 29.65%
6
Buy
Jun 16, 2025
Starbucks
1.48%
▼ 6.37%
7
Buy
May 30, 2025
Walmart
2.75%
▲ 56.69%
11
Buy
May 27, 2025
Palo Alto Networks
7.55%
▲ 63.25%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.19%
▼ 89.30%
2
Buy
Mar 11, 2024
Vor Biopharma
0.96%
▼ 5.21%
1
Buy
Feb 21, 2024
Expedia
3.39%
▲ 56.27%
1
Buy
Feb 14, 2024
Salesforce
1.87%
▼ 12.60%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
10.4%
▲ 169.12%
1
Buy
Feb 12, 2024
DLocal
1.55%
▼ 12.40%
1
Buy
Dec 20, 2023
Snowflake
1.73%
▲ 0.69%
1
Buy
Dec 20, 2023