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Individual Brokerage -5867 - New Portfolio
Individual Brokerage -5867
Individual Investor
Ranked #146,961 out of 834,231 TipRanks' Investors
Success Rate
24 out of 30
profitable transactions
profitable transactions
Average Return
29.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.44%
6-Month Return▲ 16.94%
12-Month Return▲ 24.55%
YTD Return▲ 25.38%
Total Return▲ 100.57%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 10.05%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.39%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.44%
Dec 2025
▲ 11.63%▲ 6.28%▲ 10.05%
▲ 9.25%▲ 5.14%▲ 10.31%
▲ 7.60%▲ 2.30%▲ 2.81%
▲ 2.76%▲ 2.05%▲ 1.99%
▲ 12.88%▲ 3.56%▲ 5.34%
▲ 10.96%▲ 2.38%▲ 5.00%
▼ 3.57%▲ 0.19%▲ 0.39%
▲ 1.55%▲ 1.31%▲ 0.44%
Recent Activity
Oracle
0.52%
▲ 9.34%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.45%
▼ 19.18%
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
2.72%
▲ 102.24%
4
Buy
Oct 09, 2024
Broadcom
5.36%
▲ 123.89%
2
Buy
Oct 09, 2024
Amazon
15.47%
▲ 20.42%
2
Buy
Oct 09, 2024
Nvidia
33.37%
▲ 21.62%
3
Buy
Oct 09, 2024
American Express
1.25%
▲ 50.71%
2
Buy
Aug 19, 2024
Chipotle
0.42%
▼ 39.86%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.21%
▲ 29.45%
1
Buy
May 21, 2024
Advanced Micro Devices
4.45%
▲ 30.94%
1
Buy
May 21, 2024
Microsoft
6.49%
▲ 13.53%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
7.59%
▲ 29.50%
1
Buy
May 21, 2024
Apple
17.7%
▲ 42.32%
1
Buy
May 21, 2024