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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #316,331 out of 861,598 TipRanks' Investors
Success Rate
64%
35 out of 55
profitable transactions
Average Return
11.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.96%
6-Month Return▼ 1.39%
12-Month Return▲ 3.25%
YTD Return▲ 4.26%
Total Return▲ 29.21%

Best Trade

Opened at
Closed at-
Gain▲ 178.53%

Bio

Performance

18.10%0-18.10%
▲ 10.96%
▲ 2.38%
▲ 1.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 18.10%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 9.50%
Jan 2026
▼ 1.27%
▼ 0.86%
▼ 4.92%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.48%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.01%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 11.93%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 1.56%
▼ 3.68%▲ 0.19%▼ 18.10%
▼ 0.10%▲ 0.08%▲ 5.15%
▲ 4.06%▲ 1.47%▼ 9.50%
▼ 1.27%▼ 0.86%▼ 4.92%
▲ 0.52%▼ 4.94%▼ 2.48%
▲ 16.06%▲ 10.51%▲ 11.01%
▲ 4.91%▲ 2.11%▲ 11.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fundrise Innovation Fund, LLC
38.79%
▼ 49.53%
1
Open
Mar 24, 2026
Robinhood Ventures Fund I
1.45%
▲ 27.49%
1
Open
Mar 24, 2026
Bitcoin
▼ 4.19%
5
Close
Feb 17, 2026
Figma, Inc. Class A
▼ 74.57%
2
Close
Feb 16, 2026
Via Transportation, Inc. Class A
▼ 62.20%
2
Close
Feb 16, 2026
BitGo Holdings, Inc. Class A
0.54%
▲ 10.32%
1
Open
Feb 16, 2026
Ethos Technologies Inc. Class A
1.57%
▲ 124.68%
1
Open
Feb 16, 2026
Micron
1.25%
▲ 133.65%
1
Open
Jan 01, 2026
LyondellBasell
0.19%
▲ 71.17%
1
Open
Dec 27, 2025
Sprott Physical Gold and Silver Trust Units
2.42%
▲ 28.04%
1
Open
Nov 16, 2025
Firefly Aerospace, Inc.
1.87%
▲ 11.45%
1
Open
Oct 08, 2025
Pattern Group, Inc. Class A
3.19%
▲ 1.71%
1
Open
Sep 23, 2025
Bullish
4.02%
▼ 30.08%
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, Inc.
▲ 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