Individual - New Portfolio
Individual
Individual Investor
Ranked #68,493 out of 861,878 TipRanks' Investors
Success Rate
90 out of 126
profitable transactions
profitable transactions
Average Return
37.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.99%
6-Month Return▲ 12.96%
12-Month Return▲ 33.37%
YTD Return▲ 9.12%
Total Return▲ 80.95%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 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
▼ 1.28%
▼ 0.86%
▲ 2.02%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.90%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.47%
Apr 2026
▲ 7.56%
▲ 2.64%
▼ 0.02%
May 2026
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 3.68%▲ 0.19%▲ 3.26%
▼ 0.10%▲ 0.08%▲ 1.50%
▲ 4.06%▲ 1.47%▲ 3.60%
▼ 1.28%▼ 0.86%▲ 2.02%
▲ 0.52%▼ 4.94%▼ 3.90%
▲ 16.06%▲ 10.51%▲ 7.47%
▲ 7.56%▲ 2.64%▼ 0.02%
Recent Activity
Verizon
2.11%
▲ 88.66%
11
Buy
May 01, 2026
Coca-Cola
3.84%
▲ 22.27%
13
Buy
Apr 17, 2026
Walmart
3.22%
▲ 85.67%
14
Buy
Apr 17, 2026
Ondas
7.15%
▼ 16.92%
1
Buy
Mar 24, 2026
NextEra Energy
1.79%
▲ 18.93%
12
Buy
Mar 16, 2026
SS&C Technologies Holdings
3.53%
▲ 14.87%
16
Buy
Mar 16, 2026
Alphabet Class A
15.99%
▲ 106.78%
9
Buy
Mar 16, 2026
Starbucks
1.55%
▲ 7.42%
10
Buy
Feb 27, 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
Walt Disney
4.19%
▲ 8.35%
7
Buy
Jan 15, 2026
Vor Biopharma
2.81%
▼ 22.30%
2
Buy
Jan 15, 2026
Rezolve AI
1.82%
▼ 14.50%
1
Buy
Dec 29, 2025
Nio
8.42%
▲ 0.84%
2
Buy
Aug 21, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
7.16%
▲ 80.88%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Expedia
3.14%
▲ 69.35%
1
Buy
Feb 14, 2024
Salesforce
1.16%
▼ 36.48%
1
Buy
Feb 14, 2024