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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #267,101 out of 826,191 TipRanks' Investors
Success Rate
31 out of 47
profitable transactions
profitable transactions
Average Return
12.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.97%
6-Month Return▲ 13.22%
12-Month Return▲ 28.37%
YTD Return▲ 10.16%
Total Return▲ 43.91%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.29%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.11%
Apr 2025
▲ 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
▼ 6.38%▼ 5.57%▼ 8.29%
▲ 0.80%▼ 0.87%▼ 2.11%
▲ 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%
Recent Activity
Firefly Aerospace, Inc.
1.73%
▼ 21.74%
1
Open
Oct 08, 2025
Via Transportation, Inc. Class A
2.16%
▲ 12.08%
1
Open
Sep 29, 2025
Pattern Group, Inc. Class A
5.7%
▲ 25.84%
1
Open
Sep 23, 2025
Bullish
8.18%
▼ 20.20%
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
―
▼ 0.33%
2
Close
Aug 02, 2025
Figma, Inc. Class A
2.02%
▼ 43.75%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
21.34%
▼ 20.81%
2
Buy
Jun 21, 2025
Joby Aviation
2.8%
▲ 152.03%
1
Open
May 27, 2025
Archer Aviation
2.54%
▲ 38.86%
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