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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #367,898 out of 832,409 TipRanks' Investors
Success Rate
29 out of 49
profitable transactions
profitable transactions
Average Return
7.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.61%
6-Month Return▼ 13.64%
12-Month Return▼ 7.21%
YTD Return▼ 7.77%
Total Return▲ 20.48%
Best Trade
Bio
Performance
18.04%0-18.04%
▲ 11.63%
▲ 6.28%
▲ 8.52%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 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
▼ 3.44%
▲ 0.19%
▼ 18.04%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.15%
Dec 2025
▲ 11.63%▲ 6.28%▲ 8.52%
▲ 9.25%▲ 5.14%▲ 7.46%
▲ 7.60%▲ 2.30%▲ 3.40%
▲ 2.76%▲ 2.05%▼ 5.40%
▲ 12.88%▲ 3.56%▼ 0.43%
▲ 10.96%▲ 2.38%▲ 1.56%
▼ 3.44%▲ 0.19%▼ 18.04%
▼ 0.68%▼ 0.24%▲ 2.15%
Recent Activity
Bitcoin
1.19%
▲ 3.84%
4
Open
Nov 28, 2025
Sprott Physical Gold and Silver Trust Units
1.92%
▲ 12.87%
1
Open
Nov 16, 2025
Firefly Aerospace, Inc.
2.34%
▼ 28.71%
1
Open
Oct 08, 2025
Via Transportation, Inc. Class A
1.32%
▼ 37.49%
1
Open
Sep 29, 2025
Pattern Group, Inc. Class A
4.51%
▼ 9.21%
1
Open
Sep 23, 2025
Bullish
7.72%
▼ 31.29%
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
1.6%
▼ 59.29%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
16.1%
▼ 47.95%
2
Buy
Jun 21, 2025
Joby Aviation
2.63%
▲ 115.84%
1
Open
May 27, 2025
Archer Aviation
2.06%
▲ 2.72%
1
Open
Nov 28, 2024
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024