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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #237,054 out of 815,967 TipRanks' Investors
Success Rate
29 out of 44
profitable transactions
profitable transactions
Average Return
13.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.00%
6-Month Return▲ 2.41%
12-Month Return▲ 40.12%
YTD Return▲ 8.94%
Total Return▲ 42.31%
Best Trade
Bio
Performance
8.52%0-8.52%
―
―
▲ 5.10%
Jan 2025
―
―
▲ 1.22%
Feb 2025
―
―
▼ 8.29%
Mar 2025
―
―
▼ 2.11%
Apr 2025
―
―
▲ 8.52%
May 2025
―
―
▲ 7.46%
Jun 2025
―
―
▲ 3.40%
Jul 2025
―
―
▼ 5.40%
Aug 2025
――▲ 5.10%
――▲ 1.22%
――▼ 8.29%
――▼ 2.11%
――▲ 8.52%
――▲ 7.46%
――▲ 3.40%
――▼ 5.40%
Recent Activity
Bullish
9.81%
▼ 6.85%
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
―
▲ 0.71%
2
Close
Aug 02, 2025
AGNC Investment
―
▼ 0.34%
2
Close
Aug 02, 2025
Figma, Inc. Class A
2.92%
▼ 20.68%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
22.79%
▼ 17.69%
2
Buy
Jun 21, 2025
Joby Aviation
2.35%
▲ 105.67%
1
Open
May 27, 2025
Archer Aviation
2.08%
▲ 10.77%
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
―
▲ 4.38%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024