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Columbia - New Portfolio

Columbia
Individual Investor
Ranked #159,689 out of 810,037 TipRanks' Investors
Success Rate
72%
31 out of 43
profitable transactions
Average Return
17.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.86%
6-Month Return▲ 11.30%
12-Month Return▲ 55.73%
YTD Return▲ 29.66%
Total Return▲ 55.73%

Best Trade

Opened at
Closed at-
Gain▲ 95.63%

Bio

I like investing

Performance

22.11%0-22.11%
▲ 5.10%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 16.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.07%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.74%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.24%
Jun 2025
▲ 22.11%
▲ 2.68%
▼ 0.81%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.10%
▲ 6.03%▲ 2.69%▲ 16.27%
▼ 12.86%▼ 1.27%▼ 2.58%
▼ 1.80%▼ 5.57%▼ 10.81%
▲ 1.84%▼ 0.87%▲ 6.07%
▲ 12.20%▲ 6.28%▲ 13.74%
▲ 6.24%▲ 5.14%▲ 7.24%
▲ 22.11%▲ 2.68%▼ 0.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Robinhood Markets
7.36%
▼ 0.60%
2
Buy
Jul 22, 2025
XPeng, Inc. ADR
▲ 1.50%
2
Close
Jul 17, 2025
Coinbase Global
3.02%
▼ 3.42%
1
Open
Jul 17, 2025
Costco
▲ 9.81%
4
Close
Jul 16, 2025
Alphabet Class A
6.49%
▲ 15.44%
4
Sell
Jun 26, 2025
Amazon
11.95%
▲ 29.12%
4
Sell
Jun 24, 2025
Broadcom
6.03%
▲ 55.56%
3
Buy
Jun 20, 2025
CrowdStrike Holdings
7%
▲ 14.01%
5
Buy
Jun 16, 2025
JPMorgan Chase
4.28%
▲ 11.42%
2
Buy
Jun 11, 2025
Nu Holdings
▼ 19.30%
3
Close
Apr 11, 2025
Palantir Technologies
▲ 5.91%
2
Close
Apr 10, 2025
Hims & Hers Health
▼ 30.31%
4
Close
Mar 12, 2025
Goldman Sachs Group
▲ 3.57%
2
Close
Feb 18, 2025
Microsoft
▼ 1.07%
4
Close
Feb 04, 2025
GE Aerospace
6.59%
▲ 49.71%
3
Buy
Feb 04, 2025
Constellation Energy Corporation
▲ 44.31%
5
Close
Jan 10, 2025
Mercadolibre
▼ 19.45%
2
Close
Dec 31, 2024
Walmart
▲ 4.54%
2
Close
Sep 24, 2024
PayPal Holdings
▲ 25.83%
2
Close
Sep 03, 2024
Boeing
▼ 11.45%
2
Close
Aug 07, 2024