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Individual - New Portfolio

ALLAN

Individual
Individual Investor
Ranked #385,030 out of 859,217 TipRanks' Investors
Success Rate
58%
26 out of 45
profitable transactions
Average Return
9.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 2.53%
12-Month Return▲ 36.26%
YTD Return▲ 3.34%
Total Return▲ 27.61%

Best Trade

Opened at
Closed at-
Gain▲ 152.71%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.35%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.80%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.11%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.04%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.10%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.20%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 9.02%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.35%
▲ 10.96%▲ 2.38%▲ 0.80%
▼ 3.68%▲ 0.19%▼ 0.57%
▼ 0.10%▲ 0.08%▼ 1.11%
▲ 4.06%▲ 1.47%▲ 2.04%
▼ 1.12%▼ 0.86%▲ 0.10%
▲ 0.60%▼ 4.94%▼ 7.20%
▲ 10.48%▲ 6.78%▲ 9.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Home Depot
5.95%
▼ 9.70%
6
Buy
Sep 18, 2025
JPMorgan Chase
13.35%
▲ 2.59%
3
Buy
Sep 17, 2025
Eli Lilly & Co
▲ 10.51%
3
Close
Sep 17, 2025
Microsoft
6.77%
▼ 11.31%
9
Buy
Sep 11, 2025
Walmart
10.78%
▲ 59.43%
3
Buy
Sep 08, 2025
Starbucks
4.32%
▲ 19.46%
4
Buy
Sep 08, 2025
Intel
5.48%
▲ 152.71%
1
Buy
Aug 26, 2025
Axon Enterprise
▲ 9.69%
4
Sell
Aug 15, 2025
O'Reilly Auto
▲ 15.28%
2
Sell
Aug 15, 2025
Amazon
10.68%
▲ 28.49%
4
Buy
Aug 14, 2025
Apple
5.57%
▼ 44.28%
5
Buy
Aug 14, 2025
Meta Platforms
11.38%
▲ 7.03%
4
Sell
Aug 14, 2025
ROBO Global Robotics & Automation Index ETF
8.18%
▲ 9.95%
6
Sell
Jul 16, 2025
Nvidia
8.43%
▲ 45.52%
4
Buy
Mar 18, 2025
Netflix
9.12%
▲ 82.36%
2
Sell
Feb 27, 2025
Lam Research
▼ 26.47%
2
Sell
Feb 10, 2025
Dell Technologies
▲ 8.28%
2
Sell
Feb 10, 2025
Crane NXT
▼ 57.31%
2
Close
Feb 10, 2025
Uber Technologies
▲ 5.63%
2
Sell
Feb 10, 2025
Coca-Cola
▼ 1.41%
2
Close
Oct 19, 2024