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Individual - New Portfolio
Individual
Individual Investor
Ranked #61,867 out of 794,370 TipRanks' Investors
Success Rate
53 out of 85
profitable transactions
profitable transactions
Average Return
29.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.15%
6-Month Return▼ 0.18%
12-Month Return▲ 9.52%
YTD Return▼ 2.48%
Total Return▲ 37.38%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.02%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.66%
Mar 2025
▲ 1.35%
▲ 0.92%
▼ 0.16%
Apr 2025
▲ 2.93%▲ 2.10%▼ 0.59%
▲ 10.00%▼ 0.89%▼ 3.34%
▲ 26.01%▲ 5.96%▲ 9.02%
▲ 5.33%▼ 2.41%▼ 3.46%
▲ 5.87%▲ 2.69%▲ 3.00%
▼ 12.86%▼ 1.27%▲ 2.70%
▼ 1.80%▼ 5.57%▼ 7.66%
▲ 1.35%▲ 0.92%▼ 0.16%
Recent Activity
Coca-Cola
5.18%
▲ 23.84%
9
Buy
Apr 02, 2025
NextEra Energy
2.01%
▼ 4.82%
8
Buy
Mar 18, 2025
SS&C Technologies Holdings
6.45%
▲ 55.01%
12
Buy
Mar 18, 2025
Alphabet Class A
9.53%
▼ 0.03%
5
Buy
Mar 18, 2025
The Hershey Company
1.38%
▼ 9.14%
8
Buy
Mar 14, 2025
Starbucks
2.18%
▲ 3.80%
6
Buy
Feb 28, 2025
Verizon
2.81%
▲ 150.68%
6
Buy
Feb 03, 2025
Walt Disney
5.73%
▲ 4.23%
5
Buy
Jan 16, 2025
Walmart
3.34%
▲ 58.03%
9
Buy
Jan 07, 2025
Palo Alto Networks
9.1%
▲ 50.69%
2
Sell
Dec 13, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.18%
▼ 92.48%
2
Buy
Mar 11, 2024
Sunnova Energy International
0.11%
▼ 93.65%
1
Buy
Mar 11, 2024
Vor Biopharma
0.4%
▼ 69.95%
1
Buy
Feb 21, 2024
Nio
0.95%
▼ 37.03%
1
Buy
Feb 21, 2024
Expedia
3.5%
▲ 23.60%
1
Buy
Feb 14, 2024
Salesforce
2.65%
▼ 5.13%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
11.94%
▲ 136.57%
1
Buy
Feb 12, 2024
DLocal
1.21%
▼ 47.34%
1
Buy
Dec 20, 2023
Snowflake
1.74%
▼ 22.67%
1
Buy
Dec 20, 2023