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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #177,259 out of 810,447 TipRanks' Investors
Success Rate
30 out of 42
profitable transactions
profitable transactions
Average Return
15.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.08%
6-Month Return▲ 12.22%
12-Month Return▲ 40.19%
YTD Return▲ 17.05%
Total Return▲ 52.90%
Best Trade
Bio
Performance
29.34%0-29.34%
▲ 5.10%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.29%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.52%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 29.34%
▲ 3.09%
▲ 5.09%
Jul 2025
▲ 5.10%▼ 2.41%▲ 3.55%
▲ 6.03%▲ 2.69%▲ 5.10%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 8.29%
▲ 1.84%▼ 0.87%▼ 2.11%
▲ 12.20%▲ 6.28%▲ 8.52%
▲ 6.24%▲ 5.14%▲ 7.46%
▲ 29.34%▲ 3.09%▲ 5.09%
Recent Activity
Circle Internet Group, Inc. Class A
32.25%
▲ 15.60%
2
Buy
Jun 21, 2025
Schwab US Dividend Equity ETF
1.28%
▲ 1.51%
3
Buy
Jun 06, 2025
Joby Aviation
2.87%
▲ 149.42%
1
Open
May 27, 2025
AGNC Investment
2.69%
▼ 1.06%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.47%
▲ 13.60%
1
Open
Feb 11, 2025
Rio Tinto
0.47%
▲ 4.02%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
1.37%
▲ 6.55%
3
Open
Jan 22, 2025
Dutch Bros Inc
4.69%
▲ 0.25%
1
Open
Jan 14, 2025
HASI
0.43%
▲ 4.29%
1
Open
Jan 04, 2025
Hercules Capital
1.05%
▼ 0.09%
1
Open
Jan 01, 2025
Walmart
0.88%
▲ 6.37%
1
Open
Dec 20, 2024
Archer Aviation
2.53%
▲ 33.54%
1
Open
Nov 28, 2024
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024
Coca-Cola
―
▲ 17.19%
2
Close
Oct 22, 2024
3M
―
▲ 52.20%
2
Close
Oct 22, 2024
Oxford Square Capital
―
▲ 4.40%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024