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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #439,783 out of 809,087 TipRanks' Investors
Success Rate
120 out of 257
profitable transactions
profitable transactions
Average Return
7.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 28.77%
6-Month Return▲ 23.01%
12-Month Return▲ 13.60%
YTD Return▲ 23.26%
Total Return▼ 2.91%
Best Trade
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%
▲ 5.10%
▼ 2.41%
▼ 17.02%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 18.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.88%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 40.63%
May 2025
▲ 6.24%
▲ 5.14%
▼ 7.10%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 26.75%
Jul 2025
▲ 5.10%▼ 2.41%▼ 17.02%
▲ 6.03%▲ 2.69%▼ 0.32%
▼ 12.86%▼ 1.27%▼ 18.67%
▼ 1.80%▼ 5.57%▼ 11.88%
▲ 1.84%▼ 0.87%▲ 4.21%
▲ 12.20%▲ 6.28%▲ 40.63%
▲ 6.24%▲ 5.14%▼ 7.10%
▲ 21.44%▲ 1.57%▲ 26.75%
Recent Activity
SMX Public Limited Company
―
▼ 10.50%
2
Close
Jul 17, 2025
Lucid Group
―
▼ 2.56%
1
Open
Jul 17, 2025
Microvast Holdings
―
▲ 29.06%
6
Buy
Jul 16, 2025
eToro
―
▼ 8.33%
6
Open
Jul 16, 2025
SharpLink Gaming
90.38%
▲ 113.93%
10
Close
Jul 16, 2025
CVS Health
―
▼ 2.88%
1
Open
Jul 16, 2025
DraftKings
―
▲ 6.47%
30
Open
Jul 15, 2025
Global-e Online
―
▼ 4.42%
9
Sell
Jul 15, 2025
Super Micro Computer
―
▲ 3.49%
28
Sell
Jul 15, 2025
Intuitive Machines
―
▲ 27.60%
25
Sell
Jul 15, 2025
D-Wave Quantum
―
▲ 74.62%
22
Sell
Jul 15, 2025
SEALSQ Corp
―
▼ 13.29%
9
Close
Jul 15, 2025
Advanced Micro Devices
―
▲ 32.16%
6
Sell
Jul 15, 2025
Salesforce
―
▼ 0.92%
4
Open
Jul 15, 2025
Gitlab
―
▲ 6.21%
3
Sell
Jul 15, 2025
Sunrun
―
▲ 42.50%
4
Close
Jul 15, 2025
Wang & Lee Group, Inc.
―
▼ 3.65%
9
Close
Jul 15, 2025
MP Materials
―
▲ 8.59%
1
Open
Jul 15, 2025
Altria Group
―
▼ 0.79%
1
Open
Jul 15, 2025
QuantumScape
―
▲ 34.93%
1
Open
Jul 15, 2025