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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #504,210 out of 824,216 TipRanks' Investors
Success Rate
131 out of 285
profitable transactions
profitable transactions
Average Return
4.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.18%
6-Month Return▲ 34.82%
12-Month Return▼ 18.02%
YTD Return▼ 6.77%
Total Return▼ 26.56%
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%
▼ 6.38%
▼ 5.57%
▼ 11.88%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.21%
Apr 2025
▲ 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%
▼ 30.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.03%
Sep 2025
▲ 4.43%
▲ 0.77%
▲ 8.56%
Oct 2025
▼ 6.38%▼ 5.57%▼ 11.88%
▲ 0.80%▼ 0.87%▲ 4.21%
▲ 11.63%▲ 6.28%▲ 40.63%
▲ 9.25%▲ 5.14%▼ 7.11%
▲ 7.60%▲ 2.30%▲ 9.23%
▲ 2.76%▲ 2.05%▼ 30.92%
▲ 12.88%▲ 3.56%▲ 17.03%
▲ 4.43%▲ 0.77%▲ 8.56%
Recent Activity
Lucid Group
2.18%
▼ 9.38%
7
Sell
Sep 16, 2025
BigBearai Holdings
2.92%
▲ 8.41%
3
Open
Sep 16, 2025
SoundHound AI, Inc Class A
3.67%
▲ 22.63%
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
2.4%
▲ 18.67%
28
Sell
Aug 13, 2025
SharpLink Gaming
1.23%
▲ 51.08%
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
―
▲ 20.43%
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
―
▲ 3.58%
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