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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #353,393 out of 825,786 TipRanks' Investors
Success Rate
54%
112 out of 207
profitable transactions
Average Return
11.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.61%
6-Month Return▲ 25.50%
12-Month Return▲ 23.16%
YTD Return▲ 19.84%
Total Return▲ 53.42%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.09%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.63%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.24%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.36%
Sep 2025
▲ 11.32%
▲ 3.18%
▲ 4.61%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.26%
▲ 0.80%▼ 0.87%▼ 1.09%
▲ 11.63%▲ 6.28%▲ 8.07%
▲ 9.25%▲ 5.14%▲ 4.40%
▲ 7.60%▲ 2.30%▲ 3.63%
▲ 2.76%▲ 2.05%▲ 0.24%
▲ 12.88%▲ 3.56%▲ 2.36%
▲ 11.32%▲ 3.18%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
1.31%
▲ 81.25%
2
Sell
Oct 28, 2025
Quantum-Si
0.07%
▼ 9.70%
1
Buy
Oct 27, 2025
Churchill Capital Corp X Class A
0.03%
▼ 24.15%
1
Buy
Oct 15, 2025
Tempus AI, Inc. Class A
▲ 9.85%
2
Close
Oct 14, 2025
Main Street Capital
▼ 2.35%
23
Close
Oct 11, 2025
Emerson Electric Company
▲ 1.40%
2
Close
Oct 11, 2025
GDS Holdings
▲ 34.12%
2
Close
Oct 11, 2025
Medicus Pharma Ltd
▼ 17.16%
2
Close
Oct 11, 2025
Autodesk
▲ 6.94%
2
Close
Oct 11, 2025
Teledyne Technologies
▲ 5.09%
2
Close
Oct 11, 2025
Aecom Technology
▲ 3.77%
4
Sell
Oct 11, 2025
Modine
▼ 4.64%
2
Sell
Oct 11, 2025
Alphabet Class A
0.9%
▲ 55.49%
2
Sell
Oct 10, 2025
TeraWulf Inc
0.48%
▲ 12.93%
1
Buy
Oct 09, 2025
OneMain Holdings
▼ 4.04%
6
Close
Oct 07, 2025
MACOM Technology Solutions Holdings
▼ 11.16%
2
Sell
Oct 07, 2025
Strategy
▼ 10.47%
2
Close
Oct 07, 2025
DeFi Technologies
▼ 23.98%
3
Sell
Oct 07, 2025
Jones Lang Lasalle
▼ 5.64%
2
Close
Oct 07, 2025
UiPath
1.49%
▲ 15.52%
1
Buy
Oct 06, 2025