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Individual - New Portfolio
Individual
Individual Investor
Ranked #74,477 out of 822,842 TipRanks' Investors
Success Rate
71 out of 106
profitable transactions
profitable transactions
Average Return
32.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.10%
6-Month Return▲ 17.58%
12-Month Return▲ 13.34%
YTD Return▲ 10.20%
Total Return▲ 55.13%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.66%
Mar 2025
▲ 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
▲ 0.54%
▼ 1.98%
▼ 2.33%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.66%
▲ 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%
▲ 0.54%▼ 1.98%▼ 2.33%
Recent Activity
Coca-Cola
3.67%
▲ 6.77%
11
Buy
Oct 02, 2025
Athira Pharma
0.18%
▼ 59.89%
4
Sell
Sep 18, 2025
The Hershey Company
1.22%
▲ 7.19%
10
Buy
Sep 15, 2025
NextEra Energy
1.79%
▲ 13.34%
10
Buy
Sep 15, 2025
SS&C Technologies Holdings
4.75%
▲ 45.50%
14
Buy
Sep 15, 2025
Alphabet Class A
10.67%
▲ 40.28%
7
Buy
Sep 15, 2025
Walmart
2.83%
▲ 55.73%
12
Buy
Sep 03, 2025
Starbucks
1.3%
▼ 15.42%
8
Buy
Aug 29, 2025
Nio
10.94%
▲ 15.66%
2
Buy
Aug 21, 2025
Verizon
1.92%
▲ 90.90%
8
Buy
Aug 01, 2025
Walt Disney
4.76%
▲ 11.73%
6
Buy
Jul 24, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
8.14%
▲ 81.47%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Vor Biopharma
0.73%
▼ 26.00%
1
Buy
Feb 21, 2024
Expedia
3.26%
▲ 54.88%
1
Buy
Feb 14, 2024
Salesforce
1.75%
▼ 15.56%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
11.78%
▲ 214.36%
1
Buy
Feb 12, 2024
DLocal
1.41%
▼ 17.66%
1
Buy
Dec 20, 2023
Snowflake
2.03%
▲ 21.68%
1
Buy
Dec 20, 2023