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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #224,506 out of 819,164 TipRanks' Investors
Success Rate
30 out of 44
profitable transactions
profitable transactions
Average Return
15.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.45%
6-Month Return▲ 13.13%
12-Month Return▲ 43.80%
YTD Return▲ 13.77%
Total Return▲ 48.62%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.29%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.52%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 3.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 5.40%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 4.43%
Sep 2025
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 8.29%
▲ 1.84%▼ 0.87%▼ 2.11%
▲ 12.20%▲ 6.28%▲ 8.52%
▲ 6.24%▲ 5.14%▲ 7.46%
▲ 27.92%▲ 2.30%▲ 3.40%
▲ 4.87%▲ 2.05%▼ 5.40%
▲ 10.49%▲ 3.18%▲ 4.43%
Recent Activity
Bullish
10.8%
▲ 9.17%
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
2.22%
▼ 35.88%
1
Open
Aug 02, 2025
Circle Internet Group, Inc. Class A
23.39%
▼ 10.11%
2
Buy
Jun 21, 2025
Joby Aviation
2.59%
▲ 140.99%
1
Open
May 27, 2025
Archer Aviation
2.16%
▲ 22.03%
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
―
▲ 4.37%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024