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Main - New Portfolio

Main
Individual Investor
Ranked #183,639 out of 833,213 TipRanks' Investors
Success Rate
80%
20 out of 25
profitable transactions
Average Return
23.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.26%
6-Month Return▲ 15.32%
12-Month Return▲ 24.20%
YTD Return▲ 26.30%
Total Return▲ 27.16%

Best Trade

Opened at
Closed at-
Gain▲ 150.56%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.89%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.98%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 3.12%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 0.02%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.89%
▲ 9.25%▲ 5.14%▲ 6.21%
▲ 7.60%▲ 2.30%▲ 4.11%
▲ 2.76%▲ 2.05%▲ 3.79%
▲ 12.88%▲ 3.56%▲ 3.94%
▲ 10.96%▲ 2.38%▲ 1.98%
▼ 3.57%▲ 0.19%▼ 3.12%
▼ 0.06%▼ 0.12%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
1.67%
▲ 28.79%
1
Open
Dec 29, 2024
Coca-Cola
2.12%
▲ 16.28%
1
Open
Dec 29, 2024
Palantir Technologies
23.42%
▲ 150.56%
1
Open
Dec 29, 2024
AT&T
2.93%
▲ 11.59%
1
Open
Dec 29, 2024
Netflix
2.86%
▲ 24.78%
2
Buy
Nov 05, 2024
Nvidia
16.44%
▲ 30.44%
3
Buy
Nov 05, 2024
Global X NASDAQ 100 Covered Call ETF
2.15%
▲ 12.05%
2
Buy
Nov 05, 2024
Uranium Energy
4.5%
▲ 61.13%
3
Buy
Nov 05, 2024
Schwab US Dividend Equity ETF
8.32%
▲ 2.05%
2
Buy
Nov 04, 2024
Alexander's
6.56%
▲ 8.29%
1
Open
Nov 04, 2024
ALPS Active REIT ETF
3.96%
▼ 4.04%
1
Open
Nov 04, 2024
Tyler Technologies
1.39%
▼ 24.86%
2
Buy
Oct 29, 2024
Philip Morris
4.75%
▲ 24.68%
1
Open
Oct 28, 2024
Adobe
0.54%
▼ 26.02%
1
Open
Oct 28, 2024
Amazon
6.88%
▲ 20.68%
1
Open
Oct 28, 2024
Alphabet Class C
9.35%
▲ 84.25%
1
Open
Oct 28, 2024
Oneok
2.17%
▼ 20.62%
1
Open
Oct 28, 2024