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Columbia - New Portfolio

Columbia
Individual Investor
Ranked #94,892 out of 805,675 TipRanks' Investors
Success Rate
80%
32 out of 40
profitable transactions
Average Return
18.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.48%
6-Month Return▲ 27.09%
12-Month Return-
YTD Return▲ 29.64%
Total Return▲ 55.72%

Best Trade

Opened at
Closed at-
Gain▲ 108.66%

Bio

I like investing

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.09%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 6.07%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 13.74%
May 2025
▲ 3.28%
▲ 4.64%
▲ 6.37%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.09%
▲ 5.10%▼ 2.41%▼ 1.10%
▲ 6.03%▲ 2.69%▲ 16.27%
▼ 12.86%▼ 1.27%▼ 2.58%
▼ 1.80%▼ 5.57%▼ 10.81%
▲ 1.83%▼ 0.87%▲ 6.07%
▲ 12.21%▲ 6.28%▲ 13.74%
▲ 3.28%▲ 4.64%▲ 6.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
6.15%
▲ 7.24%
4
Sell
Jun 26, 2025
XPeng, Inc. ADR
3.3%
▲ 1.00%
1
Open
Jun 26, 2025
Amazon
11.8%
▲ 24.16%
4
Sell
Jun 24, 2025
Broadcom
5.78%
▲ 45.13%
3
Buy
Jun 20, 2025
CrowdStrike Holdings
7.65%
▲ 23.22%
5
Buy
Jun 16, 2025
JPMorgan Chase
4.18%
▲ 7.35%
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
6.43%
▲ 41.96%
3
Buy
Feb 04, 2025
Constellation Energy Corporation
▲ 44.31%
5
Close
Jan 10, 2025
Costco
7.54%
▲ 13.71%
3
Buy
Dec 31, 2024
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
Alibaba
▲ 3.22%
2
Close
Aug 07, 2024
Nvidia
16.31%
▲ 40.54%
2
Sell
Jul 29, 2024