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Individual - New Portfolio
Individual
Individual Investor
Ranked #61,159 out of 830,143 TipRanks' Investors
Success Rate
72 out of 106
profitable transactions
profitable transactions
Average Return
37.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.58%
6-Month Return▲ 16.35%
12-Month Return▲ 11.29%
YTD Return▲ 15.37%
Total Return▲ 62.41%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.31%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.19%
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
▼ 4.25%
▼ 0.35%
▲ 2.68%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.31%
▲ 11.63%▲ 6.28%▲ 4.66%
▲ 9.25%▲ 5.14%▲ 4.19%
▲ 7.60%▲ 2.30%▲ 2.12%
▲ 2.76%▲ 2.05%▲ 3.18%
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 4.25%▼ 0.35%▲ 2.68%
Recent Activity
Coca-Cola
4%
▲ 16.07%
11
Buy
Oct 02, 2025
Athira Pharma
0.21%
▼ 58.60%
4
Sell
Sep 18, 2025
The Hershey Company
1.2%
▲ 5.00%
10
Buy
Sep 15, 2025
NextEra Energy
1.85%
▲ 16.48%
10
Buy
Sep 15, 2025
SS&C Technologies Holdings
4.97%
▲ 51.53%
14
Buy
Sep 15, 2025
Alphabet Class A
14.48%
▲ 89.72%
7
Buy
Sep 15, 2025
Walmart
3.04%
▲ 66.83%
12
Buy
Sep 03, 2025
Starbucks
1.44%
▼ 6.47%
8
Buy
Aug 29, 2025
Nio
8.93%
▼ 5.88%
2
Buy
Aug 21, 2025
Verizon
1.98%
▲ 95.83%
8
Buy
Aug 01, 2025
Walt Disney
4.53%
▲ 5.84%
6
Buy
Jul 24, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
7.25%
▲ 61.28%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Vor Biopharma
0.19%
▼ 81.16%
1
Buy
Feb 21, 2024
Expedia
4%
▲ 89.71%
1
Buy
Feb 14, 2024
Salesforce
1.66%
▼ 20.29%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
12%
▲ 219.38%
1
Buy
Feb 12, 2024
DLocal
1.35%
▼ 21.05%
1
Buy
Dec 20, 2023
Snowflake
2.09%
▲ 24.94%
1
Buy
Dec 20, 2023