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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #499,482 out of 820,354 TipRanks' Investors
Success Rate
46%
130 out of 285
profitable transactions
Average Return
4.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.00%
6-Month Return▲ 15.85%
12-Month Return▼ 25.68%
YTD Return▼ 14.88%
Total Return▼ 32.95%

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%
▼ 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%
▼ 7.11%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 9.23%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 30.92%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 16.00%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%▼ 7.11%
▲ 27.92%▲ 2.30%▲ 9.23%
▲ 4.87%▲ 2.05%▼ 30.92%
▲ 5.04%▲ 2.88%▲ 16.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lucid Group
22.75%
▲ 4.54%
7
Sell
Sep 16, 2025
BigBearai Holdings
22.85%
▲ 2.26%
3
Open
Sep 16, 2025
SoundHound AI, Inc Class A
26.58%
▲ 2.56%
2
Buy
Sep 16, 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
16.27%
▲ 17.14%
28
Sell
Aug 13, 2025
SharpLink Gaming
11.55%
▲ 51.48%
17
Open
Aug 13, 2025
QuantumScape
▲ 12.01%
4
Close
Aug 13, 2025
SMX Public Limited Company
▼ 38.51%
7
Close
Aug 05, 2025
Ethereum
▲ 2.89%
2
Close
Jul 29, 2025
Alphabet Class C
▲ 17.88%
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
▲ 2.46%
29
Close
Jul 21, 2025
Nvidia
▲ 7.52%
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