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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #400,043 out of 858,889 TipRanks' Investors
Success Rate
58%
32 out of 55
profitable transactions
Average Return
3.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.49%
6-Month Return▼ 23.75%
12-Month Return▼ 8.47%
YTD Return▼ 13.51%
Total Return▲ 7.18%

Best Trade

Opened at
Closed at-
Gain▲ 133.66%

Bio

Performance

18.10%0-18.10%
▲ 12.88%
▲ 3.56%
▼ 0.43%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 4.92%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.48%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.06%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.43%
▲ 10.96%▲ 2.38%▲ 1.56%
▼ 3.68%▲ 0.19%▼ 18.10%
▼ 0.10%▲ 0.08%▲ 5.15%
▲ 4.06%▲ 1.47%▼ 9.50%
▼ 1.12%▼ 0.86%▼ 4.92%
▲ 0.60%▼ 4.94%▼ 2.48%
▲ 4.89%▲ 4.48%▲ 3.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fundrise Innovation Fund, LLC
34.74%
▼ 64.13%
1
Open
Mar 24, 2026
Robinhood Ventures Fund I
1.46%
▲ 1.39%
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
0.49%
▼ 20.63%
1
Open
Feb 16, 2026
Ethos Technologies Inc. Class A
1.19%
▲ 34.21%
1
Open
Feb 16, 2026
Micron
1%
▲ 47.43%
1
Open
Jan 01, 2026
LyondellBasell
0.25%
▲ 71.73%
1
Open
Dec 27, 2025
Sprott Physical Gold and Silver Trust Units
3.01%
▲ 26.42%
1
Open
Nov 16, 2025
Firefly Aerospace, Inc.
2.56%
▲ 21.10%
1
Open
Oct 08, 2025
Pattern Group, Inc. Class A
3.51%
▼ 11.21%
1
Open
Sep 23, 2025
Bullish
4.15%
▼ 42.83%
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