Modest Money - New Portfolio
Modest Money
Individual Investor
Ranked #230,318 out of 858,800 TipRanks' Investors
Success Rate
8 out of 9
profitable transactions
profitable transactions
Average Return
40.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.24%
6-Month Return▲ 7.41%
12-Month Return▲ 60.62%
YTD Return▼ 12.93%
Total Return▲ 50.98%
Best Trade
Bio
Performance
14.79%0-14.79%
▲ 12.88%
▲ 3.56%
▲ 2.20%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 14.79%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 6.60%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.86%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 11.11%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 1.61%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 3.55%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.20%
▲ 10.96%▲ 2.38%▲ 14.79%
▼ 3.68%▲ 0.19%▼ 4.12%
▼ 0.10%▲ 0.08%▲ 6.60%
▲ 4.06%▲ 1.47%▼ 3.86%
▼ 1.10%▼ 0.86%▼ 11.11%
▲ 1.22%▼ 4.94%▼ 1.61%
▲ 5.30%▲ 3.95%▲ 3.55%
Recent Activity
Alibaba
15.98%
▲ 69.88%
2
Buy
Jul 24, 2024
Ethereum
0%
▼ 28.74%
1
Open
Jul 12, 2024
Apple
16.31%
▲ 15.35%
1
Open
Jul 11, 2024
Chevron
5.96%
▲ 32.33%
1
Open
Jul 11, 2024
Energy Transfer
2.39%
▲ 33.45%
1
Open
Jul 11, 2024
SPDR Gold Shares
0%
▲ 96.15%
1
Open
Jul 11, 2024
SPDR S&P 500 ETF Trust
42.56%
▲ 24.75%
1
Open
Jul 11, 2024
AT&T
16.8%
▲ 52.34%
1
Open
Jul 11, 2024