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Individual - New Portfolio
ALLAN
IndividualIndividual Investor
Ranked #202,166 out of 818,989 TipRanks' Investors
Success Rate
33 out of 44
profitable transactions
profitable transactions
Average Return
8.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.60%
6-Month Return▲ 27.11%
12-Month Return▲ 22.54%
YTD Return▲ 22.52%
Total Return▲ 23.19%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.76%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.80%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.88%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.08%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.63%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 2.98%
Sep 2025
▼ 12.86%▼ 1.27%▼ 2.08%
▼ 1.80%▼ 5.57%▼ 8.76%
▲ 1.84%▼ 0.87%▲ 2.80%
▲ 12.20%▲ 6.28%▲ 10.33%
▲ 6.24%▲ 5.14%▲ 6.88%
▲ 27.91%▲ 2.30%▲ 3.08%
▲ 4.87%▲ 2.05%▲ 1.63%
▲ 9.23%▲ 2.67%▲ 2.98%
Recent Activity
Home Depot
7.39%
▲ 13.60%
6
Buy
Sep 18, 2025
JPMorgan Chase
13.69%
▲ 2.93%
3
Buy
Sep 17, 2025
Eli Lilly & Co
―
▲ 10.51%
3
Close
Sep 17, 2025
Microsoft
8.92%
▲ 14.71%
9
Buy
Sep 11, 2025
Walmart
9.1%
▲ 32.08%
3
Buy
Sep 08, 2025
Starbucks
3.73%
▲ 1.21%
4
Buy
Sep 08, 2025
Intel
2.67%
▲ 21.07%
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
10.11%
▲ 19.31%
4
Buy
Aug 14, 2025
Apple
5.21%
▼ 48.79%
5
Buy
Aug 14, 2025
Meta Platforms
13.66%
▲ 20.11%
4
Sell
Aug 14, 2025
ROBO Global Robotics & Automation Index ETF
7.25%
▼ 1.71%
6
Sell
Jul 16, 2025
Nvidia
7.7%
▲ 36.83%
4
Buy
Mar 18, 2025
Netflix
10.56%
▲ 107.23%
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