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Individual - New Portfolio
Individual
Individual Investor
Ranked #60,749 out of 833,213 TipRanks' Investors
Success Rate
73 out of 106
profitable transactions
profitable transactions
Average Return
36.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.19%
6-Month Return▲ 18.11%
12-Month Return▲ 17.80%
YTD Return▲ 17.93%
Total Return▲ 66.02%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.15%
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
▼ 3.57%
▲ 0.19%
▲ 3.18%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 1.76%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.66%
▲ 9.25%▲ 5.14%▲ 4.15%
▲ 7.60%▲ 2.30%▲ 2.12%
▲ 2.76%▲ 2.05%▲ 3.18%
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 3.57%▲ 0.19%▲ 3.18%
▼ 0.06%▼ 0.12%▲ 1.76%
Recent Activity
Coca-Cola
3.93%
▲ 11.65%
11
Buy
Oct 02, 2025
Athira Pharma
0.34%
▼ 54.23%
4
Sell
Sep 18, 2025
The Hershey Company
1.23%
▲ 5.59%
10
Buy
Sep 15, 2025
NextEra Energy
1.76%
▲ 8.31%
10
Buy
Sep 15, 2025
SS&C Technologies Holdings
5.2%
▲ 55.18%
14
Buy
Sep 15, 2025
Alphabet Class A
14.21%
▲ 82.17%
7
Buy
Sep 15, 2025
Walmart
3.26%
▲ 74.90%
12
Buy
Sep 03, 2025
Starbucks
1.5%
▼ 4.71%
8
Buy
Aug 29, 2025
Nio
8.34%
▼ 13.98%
2
Buy
Aug 21, 2025
Verizon
1.97%
▲ 90.75%
8
Buy
Aug 01, 2025
Walt Disney
4.97%
▲ 13.83%
6
Buy
Jul 24, 2025
Sunnova Energy International
―
▼ 99.73%
2
Close
Jun 28, 2025
Palo Alto Networks
7.47%
▲ 62.61%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Vor Biopharma
0.3%
▼ 70.59%
1
Buy
Feb 21, 2024
Expedia
4.59%
▲ 113.00%
1
Buy
Feb 14, 2024
Salesforce
1.93%
▼ 9.19%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
11.77%
▲ 206.48%
1
Buy
Feb 12, 2024
DLocal
1.51%
▼ 13.85%
1
Buy
Dec 20, 2023
Snowflake
1.91%
▲ 11.77%
1
Buy
Dec 20, 2023