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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #424,493 out of 852,106 TipRanks' Investors
Success Rate
57%
29 out of 51
profitable transactions
Average Return
4.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 19.02%
6-Month Return▼ 29.44%
12-Month Return▼ 23.15%
YTD Return▼ 14.99%
Total Return▲ 5.27%

Best Trade

Opened at
Closed at-
Gain▲ 196.24%

Bio

Performance

18.04%0-18.04%
▲ 7.60%
▲ 2.30%
▲ 3.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 5.40%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.56%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 18.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.99%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 9.50%
Jan 2026
▲ 0.50%
▼ 6.07%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 3.40%
▲ 2.76%▲ 2.05%▼ 5.40%
▲ 12.88%▲ 3.56%▼ 0.43%
▲ 10.96%▲ 2.38%▲ 1.56%
▼ 3.58%▲ 0.19%▼ 18.04%
▼ 0.10%▲ 0.08%▲ 4.99%
▲ 4.06%▲ 1.47%▼ 9.50%
▲ 0.50%▼ 6.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
0.37%
▲ 53.39%
1
Open
Jan 01, 2026
LyondellBasell
0.29%
▲ 15.65%
1
Open
Dec 27, 2025
Bitcoin
1.11%
▼ 1.02%
4
Open
Nov 28, 2025
Sprott Physical Gold and Silver Trust Units
2.34%
▲ 25.07%
1
Open
Nov 16, 2025
Firefly Aerospace, Inc.
2.66%
▼ 26.26%
1
Open
Oct 08, 2025
Via Transportation, Inc. Class A
1.05%
▼ 54.88%
1
Open
Sep 29, 2025
Pattern Group, Inc. Class A
6.7%
▼ 0.79%
1
Open
Sep 23, 2025
Bullish
5.62%
▼ 54.60%
1
Open
Aug 16, 2025
Blackstone Secured Lending Fund
▲ 5.08%
4
Close
Aug 02, 2025
Schwab US Dividend Equity ETF
▼ 0.69%
4
Close
Aug 02, 2025
Walmart
▲ 8.53%
2
Close
Aug 02, 2025
Hercules Capital
▲ 1.22%
2
Close
Aug 02, 2025
HASI
▼ 3.36%
2
Close
Aug 02, 2025
Dutch Bros Inc
▼ 1.02%
2
Close
Aug 02, 2025
Rio Tinto
▲ 0.35%
2
Close
Aug 02, 2025
Kaiser Aluminum
▲ 0.70%
2
Close
Aug 02, 2025
AGNC Investment
▼ 0.34%
2
Close
Aug 02, 2025
Figma, Inc. Class A
1.17%
▼ 72.91%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
12.96%
▼ 63.29%
2
Buy
Jun 21, 2025
Joby Aviation
2.06%
▲ 53.49%
1
Open
May 27, 2025