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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #512,211 out of 831,456 TipRanks' Investors
Success Rate
45%
129 out of 288
profitable transactions
Average Return
3.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.02%
6-Month Return▼ 29.04%
12-Month Return▼ 37.02%
YTD Return▼ 25.66%
Total Return▼ 41.44%

Best Trade

Opened at
Closed at
Gain▲ 221.89%

Bio

Long-term pension portfolio with a 20-year time horizon, started in 2020. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.

Performance

40.63%0-40.63%
▲ 11.63%
▲ 6.28%
▲ 40.63%
May 2025
▲ 9.25%
▲ 5.14%
▼ 7.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 30.91%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.86%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 21.21%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 6.82%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 40.63%
▲ 9.25%▲ 5.14%▼ 7.11%
▲ 7.60%▲ 2.30%▲ 9.23%
▲ 2.76%▲ 2.05%▼ 30.91%
▲ 12.88%▲ 3.56%▲ 17.03%
▲ 10.96%▲ 2.38%▲ 2.86%
▼ 3.44%▲ 0.19%▼ 21.21%
▲ 1.44%▲ 0.34%▲ 6.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SharpLink Gaming
1.39%
▲ 46.02%
18
Buy
Nov 13, 2025
Lucid Group
▼ 25.52%
8
Close
Nov 13, 2025
BigBearai Holdings
3.53%
▲ 4.54%
4
Buy
Nov 13, 2025
SoundHound AI, Inc Class A
3.01%
▼ 10.46%
3
Buy
Nov 13, 2025
Wang & Lee Group
▼ 8.64%
12
Close
Aug 26, 2025
INVO Fertility
▼ 41.28%
2
Close
Aug 26, 2025
D-Wave Quantum
▲ 57.37%
28
Close
Aug 25, 2025
Microvast Holdings
▲ 14.82%
11
Close
Aug 25, 2025
Intuitive Machines
2.14%
▲ 17.75%
28
Sell
Aug 13, 2025
QuantumScape
▲ 12.01%
4
Close
Aug 13, 2025
SMX Public Limited Company
▼ 38.50%
7
Close
Aug 05, 2025
Ethereum
▲ 2.89%
2
Close
Jul 29, 2025
Alphabet Class C
▲ 37.26%
3
Close
Jul 28, 2025
DraftKings
▲ 6.69%
31
Close
Jul 21, 2025
Global-e Online
▼ 3.24%
10
Close
Jul 21, 2025
Super Micro Computer
▲ 1.11%
29
Close
Jul 21, 2025
Nvidia
▲ 7.51%
15
Close
Jul 21, 2025
Advanced Micro Devices
▲ 32.17%
7
Close
Jul 21, 2025
eToro
▼ 8.60%
7
Close
Jul 21, 2025
Salesforce
▼ 0.94%
5
Close
Jul 21, 2025