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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #354,236 out of 829,561 TipRanks' Investors
Success Rate
29 out of 48
profitable transactions
profitable transactions
Average Return
5.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 18.04%
6-Month Return▼ 9.20%
12-Month Return▼ 2.59%
YTD Return▼ 8.42%
Total Return▲ 19.63%
Best Trade
Bio
Performance
16.87%0-16.87%
▲ 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
▼ 8.98%
▼ 1.95%
▼ 16.87%
Nov 2025
▲ 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%
▼ 8.98%▼ 1.95%▼ 16.87%
Recent Activity
Sprott Physical Gold and Silver Trust Units
1.88%
▲ 2.74%
1
Open
Nov 16, 2025
Firefly Aerospace, Inc.
1.92%
▼ 45.61%
1
Open
Oct 08, 2025
Via Transportation, Inc. Class A
1.72%
▼ 24.27%
1
Open
Sep 29, 2025
Pattern Group, Inc. Class A
5.5%
▲ 2.71%
1
Open
Sep 23, 2025
Bullish
7.92%
▼ 34.51%
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
1.69%
▼ 59.97%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
14.86%
▼ 54.64%
2
Buy
Jun 21, 2025
Joby Aviation
2.65%
▲ 101.89%
1
Open
May 27, 2025
Archer Aviation
1.99%
▼ 7.92%
1
Open
Nov 28, 2024
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024