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Main - New Portfolio

Main
Individual Investor
Ranked #185,287 out of 832,415 TipRanks' Investors
Success Rate
80%
20 out of 25
profitable transactions
Average Return
23.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 15.29%
12-Month Return▲ 20.90%
YTD Return▲ 26.27%
Total Return▲ 27.14%

Best Trade

Opened at
Closed at-
Gain▲ 137.85%

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
▼ 3.44%
▲ 0.19%
▼ 3.12%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.01%
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%
▼ 3.44%▲ 0.19%▼ 3.12%
▼ 0.68%▼ 0.24%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
1.69%
▲ 28.48%
1
Open
Dec 29, 2024
Coca-Cola
2.16%
▲ 17.04%
1
Open
Dec 29, 2024
Palantir Technologies
22.54%
▲ 137.85%
1
Open
Dec 29, 2024
AT&T
3.02%
▲ 13.58%
1
Open
Dec 29, 2024
Netflix
2.92%
▲ 25.84%
2
Buy
Nov 05, 2024
Nvidia
16.11%
▲ 26.14%
3
Buy
Nov 05, 2024
Global X NASDAQ 100 Covered Call ETF
2.16%
▲ 10.79%
2
Buy
Nov 05, 2024
Uranium Energy
4.76%
▲ 68.02%
3
Buy
Nov 05, 2024
Schwab US Dividend Equity ETF
8.5%
▲ 2.87%
2
Buy
Nov 04, 2024
Alexander's
6.7%
▲ 9.17%
1
Open
Nov 04, 2024
ALPS Active REIT ETF
4.05%
▼ 3.71%
1
Open
Nov 04, 2024
Tyler Technologies
1.4%
▼ 25.23%
2
Buy
Oct 29, 2024
Philip Morris
4.72%
▲ 22.14%
1
Open
Oct 28, 2024
Adobe
0.55%
▼ 25.90%
1
Open
Oct 28, 2024
Amazon
6.94%
▲ 20.06%
1
Open
Oct 28, 2024
Alphabet Class C
9.53%
▲ 85.39%
1
Open
Oct 28, 2024
Oneok
2.26%
▼ 18.49%
1
Open
Oct 28, 2024