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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #193,205 out of 803,748 TipRanks' Investors
Success Rate
28 out of 41
profitable transactions
profitable transactions
Average Return
8.74%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.19%
6-Month Return▲ 7.64%
12-Month Return▲ 33.55%
YTD Return▲ 6.88%
Total Return▲ 39.61%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 2.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.52%
May 2025
▲ 3.57%
▲ 1.29%
▲ 3.05%
Jun 2025
▲ 25.97%▲ 5.96%▲ 10.64%
▲ 5.10%▼ 2.41%▲ 3.55%
▲ 6.03%▲ 2.69%▲ 5.10%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 8.29%
▲ 1.83%▼ 0.87%▼ 2.04%
▲ 12.21%▲ 6.28%▲ 8.52%
▲ 3.57%▲ 1.29%▲ 3.05%
Recent Activity
Circle Internet Group, Inc. Class A
27%
▲ 15.89%
1
Open
Jun 09, 2025
Schwab US Dividend Equity ETF
1.51%
▼ 0.59%
3
Buy
Jun 06, 2025
Joby Aviation
1.74%
▲ 25.00%
1
Open
May 27, 2025
AGNC Investment
3.06%
▼ 6.17%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.53%
▲ 4.41%
1
Open
Feb 11, 2025
Rio Tinto
0.53%
▼ 2.99%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
1.64%
▲ 4.75%
3
Open
Jan 22, 2025
Dutch Bros Inc
6.52%
▲ 15.34%
1
Open
Jan 14, 2025
HASI
0.51%
▲ 0.21%
1
Open
Jan 04, 2025
Hercules Capital
1.2%
▼ 6.00%
1
Open
Jan 01, 2025
Walmart
1.03%
▲ 2.92%
1
Open
Dec 20, 2024
Archer Aviation
2.83%
▲ 23.64%
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
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024