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Individual Brokerage -5867 - New Portfolio

Individual Brokerage -5867
Individual Investor
Ranked #207,623 out of 859,217 TipRanks' Investors
Success Rate
70%
21 out of 30
profitable transactions
Average Return
31.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.06%
6-Month Return▲ 4.02%
12-Month Return▲ 47.30%
YTD Return▲ 2.09%
Total Return▲ 102.93%

Best Trade

Opened at
Closed at-
Gain▲ 343.39%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 1.12%
▼ 0.86%
▼ 5.48%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.35%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 11.05%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.12%▼ 0.86%▼ 5.48%
▲ 0.60%▼ 4.94%▼ 4.35%
▲ 10.48%▲ 6.78%▲ 11.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
0.43%
▼ 8.78%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.59%
▼ 10.14%
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
2.83%
▲ 114.72%
4
Buy
Oct 09, 2024
Broadcom
5.73%
▲ 144.00%
2
Buy
Oct 09, 2024
Amazon
16.3%
▲ 29.21%
2
Buy
Oct 09, 2024
Nvidia
34.21%
▲ 26.98%
3
Buy
Oct 09, 2024
American Express
1.07%
▲ 31.29%
2
Buy
Aug 19, 2024
Chipotle
0.39%
▼ 43.45%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.18%
▲ 30.69%
1
Buy
May 21, 2024
Advanced Micro Devices
5.18%
▲ 54.91%
1
Buy
May 21, 2024
Microsoft
5.15%
▼ 8.37%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
7.52%
▲ 30.68%
1
Buy
May 21, 2024
Apple
16.43%
▲ 34.56%
1
Buy
May 21, 2024