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Individual Brokerage -5867 - New Portfolio
Individual Brokerage -5867
Individual Investor
Ranked #219,251 out of 857,329 TipRanks' Investors
Success Rate
21 out of 30
profitable transactions
profitable transactions
Average Return
19.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.85%
6-Month Return▼ 3.26%
12-Month Return▲ 24.10%
YTD Return▼ 7.26%
Total Return▲ 84.33%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 1.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.13%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.69%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 5.37%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 3.63%
Mar 2026
▲ 2.76%▲ 2.05%▲ 1.99%
▲ 12.88%▲ 3.56%▲ 5.34%
▲ 10.96%▲ 2.38%▲ 5.00%
▼ 3.68%▲ 0.19%▲ 0.13%
▼ 0.10%▲ 0.08%▼ 0.21%
▲ 4.06%▲ 1.47%▲ 1.69%
▼ 1.18%▼ 0.86%▼ 5.37%
▲ 1.73%▼ 5.20%▼ 3.63%
Recent Activity
Oracle
0.44%
▼ 16.24%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.77%
▼ 11.08%
4
Buy
Oct 15, 2024
TSMC
―
▲ 16.61%
3
Close
Oct 10, 2024
Alphabet Class C
―
▲ 21.17%
2
Close
Oct 10, 2024
Alphabet Class A
2.88%
▲ 94.14%
4
Buy
Oct 09, 2024
Broadcom
5.26%
▲ 98.97%
2
Buy
Oct 09, 2024
Amazon
15.12%
▲ 6.56%
2
Buy
Oct 09, 2024
Nvidia
33.82%
▲ 11.59%
3
Buy
Oct 09, 2024
American Express
1.09%
▲ 18.66%
2
Buy
Aug 19, 2024
Chipotle
0.42%
▼ 45.96%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.34%
▲ 22.06%
1
Buy
May 21, 2024
Advanced Micro Devices
4.6%
▲ 22.27%
1
Buy
May 21, 2024
Microsoft
5.62%
▼ 10.99%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
7.92%
▲ 22.41%
1
Buy
May 21, 2024
Apple
17.71%
▲ 28.93%
1
Buy
May 21, 2024