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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #452,266 out of 811,028 TipRanks' Investors
Success Rate
47%
125 out of 269
profitable transactions
Average Return
5.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.80%
6-Month Return▲ 14.93%
12-Month Return▲ 5.53%
YTD Return▲ 14.56%
Total Return▼ 9.76%

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%
▲ 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%
▼ 7.11%
Jun 2025
▲ 28.41%
▲ 2.69%
▲ 17.80%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 7.11%
▲ 28.41%▲ 2.69%▲ 17.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microvast Holdings
▲ 19.91%
9
Close
Jul 29, 2025
SMX Public Limited Company
76.22%
▼ 14.43%
4
Buy
Jul 29, 2025
Ethereum
▲ 2.89%
2
Close
Jul 29, 2025
D-Wave Quantum
23.02%
▲ 63.58%
24
Open
Jul 28, 2025
SharpLink Gaming
▲ 58.43%
16
Close
Jul 28, 2025
Alphabet Class C
▲ 4.97%
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
▲ 4.27%
29
Close
Jul 21, 2025
Intuitive Machines
▲ 19.09%
26
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
Gitlab
▲ 5.16%
4
Close
Jul 21, 2025
MP Materials
▲ 1.36%
2
Close
Jul 21, 2025
Altria Group
▲ 0.75%
2
Close
Jul 21, 2025
QuantumScape
▲ 15.39%
2
Close
Jul 21, 2025
CVS Health
▼ 3.38%
2
Close
Jul 21, 2025
Lucid Group
▼ 9.62%
2
Close
Jul 21, 2025