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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #81,049 out of 820,848 TipRanks' Investors
Success Rate
70%
83 out of 118
profitable transactions
Average Return
23.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.61%
6-Month Return▲ 47.58%
12-Month Return▲ 40.95%
YTD Return▲ 39.85%
Total Return▲ 75.80%

Best Trade

Opened at
Closed at
Gain▲ 454.02%

Bio

Performance

22.60%0-22.60%
▼ 14.82%
▼ 1.27%
▼ 2.22%
Feb 2025
▼ 15.60%
▼ 5.57%
▼ 8.00%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 2.40%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 15.27%
May 2025
▲ 2.59%
▲ 5.14%
▲ 10.22%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 3.74%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 0.32%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 9.61%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 14.82%▼ 1.27%▼ 2.22%
▼ 15.60%▼ 5.57%▼ 8.00%
▼ 3.50%▼ 0.87%▲ 2.40%
▲ 7.77%▲ 6.28%▲ 15.27%
▲ 2.59%▲ 5.14%▲ 10.22%
▲ 22.60%▲ 2.30%▲ 3.74%
▼ 1.95%▲ 2.05%▲ 0.32%
▲ 6.01%▲ 3.56%▲ 9.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Home Depot
▲ 5.82%
5
Sell
Jul 23, 2025
Verizon
▼ 2.73%
2
Close
Jul 23, 2025
Eli Lilly & Co
▲ 17.67%
4
Close
May 02, 2025
iShares Russell 2000 ETF
▼ 4.87%
6
Sell
May 02, 2025
Apple
▲ 0.32%
3
Close
May 02, 2025
Qualcomm
▼ 0.04%
4
Close
May 02, 2025
Visa
▲ 0.24%
2
Sell
May 02, 2025
Oracle
▲ 11.60%
3
Sell
May 02, 2025
Delta Air Lines
▼ 10.60%
3
Sell
May 02, 2025
General Dynamics
▲ 2.28%
2
Close
Apr 18, 2025
Boeing
▲ 2.86%
2
Sell
Apr 18, 2025
Fortinet
▼ 4.49%
3
Close
Apr 18, 2025
Carnival
0.84%
▲ 13.22%
5
Sell
Mar 31, 2025
United Airlines Holdings
1.23%
▲ 18.46%
3
Sell
Mar 31, 2025
Micron
2.14%
▲ 159.55%
2
Buy
Mar 31, 2025
Advanced Micro Devices
2.36%
▲ 6.53%
8
Buy
Mar 28, 2025
Broadcom
6.01%
▲ 35.37%
4
Sell
Mar 28, 2025
NuScale Power
1.31%
▲ 43.75%
4
Sell
Mar 28, 2025
Invesco QQQ Trust
8.76%
▲ 34.20%
3
Buy
Mar 28, 2025
Constellation Energy Corporation
3%
▲ 81.81%
2
Buy
Mar 28, 2025