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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #490,647 out of 816,908 TipRanks' Investors
Success Rate
125 out of 283
profitable transactions
profitable transactions
Average Return
3.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 11.42%
6-Month Return▼ 13.29%
12-Month Return▼ 27.87%
YTD Return▼ 28.66%
Total Return▼ 43.80%
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%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 9.23%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 30.92%
Aug 2025
▲ 1.37%
▲ 0.34%
▼ 2.78%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▲ 9.23%
▲ 4.87%▲ 2.05%▼ 30.92%
▲ 1.37%▲ 0.34%▼ 2.78%
Recent Activity
Wang & Lee Group
―
▼ 8.64%
12
Close
Aug 26, 2025
Lucid Group
5.4%
▼ 14.44%
6
Buy
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
BigBearai Holdings
―
▼ 8.78%
2
Close
Aug 25, 2025
Intuitive Machines
1.54%
▲ 16.27%
28
Sell
Aug 13, 2025
SharpLink Gaming
1.21%
▲ 51.13%
17
Open
Aug 13, 2025
QuantumScape
―
▲ 12.01%
4
Close
Aug 13, 2025
SoundHound AI, Inc Class A
1.08%
▼ 13.58%
1
Open
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
―
▲ 14.72%
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
―
▲ 1.80%
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