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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #148,959 out of 813,941 TipRanks' Investors
Success Rate
70%
55 out of 79
profitable transactions
Average Return
9.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.23%
6-Month Return▲ 12.75%
12-Month Return-
YTD Return▲ 19.02%
Total Return▲ 22.76%

Best Trade

Opened at
Closed at-
Gain▲ 102.83%

Bio

GARP

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 6.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.40%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.61%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.87%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.80%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 0.73%
Jul 2025
▲ 5.65%
▲ 1.78%
▲ 4.25%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.49%
▼ 12.86%▼ 1.27%▼ 5.40%
▼ 1.80%▼ 5.57%▼ 1.61%
▲ 1.84%▼ 0.87%▲ 1.16%
▲ 12.20%▲ 6.28%▲ 4.87%
▲ 6.24%▲ 5.14%▲ 7.80%
▲ 27.89%▲ 2.30%▲ 0.73%
▲ 5.65%▲ 1.78%▲ 4.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Krystal Biotech
1.92%
0.00%
1
Open
Aug 19, 2025
Atlanticus Holdings
1.92%
0.00%
1
Open
Aug 18, 2025
Sezzle Inc.
1.92%
0.00%
1
Open
Aug 18, 2025
Blue Owl Capital
▼ 16.87%
2
Close
Aug 07, 2025
Teradyne
1.92%
▲ 2.56%
1
Open
Jul 30, 2025
Barrick Mining
1.92%
▲ 13.84%
1
Open
Jul 21, 2025
Berkshire Hills
1.92%
▼ 4.10%
1
Open
Jul 17, 2025
Coastal Financial
1.92%
▲ 6.19%
1
Open
Jul 17, 2025
Dime Community Bancshares
1.92%
▼ 0.62%
1
Open
Jul 17, 2025
Eldorado Gold
1.92%
▲ 13.91%
1
Open
Jul 17, 2025
Equitable Holdings
1.92%
▲ 1.28%
1
Open
Jul 17, 2025
Geo Group
1.92%
▼ 17.09%
1
Open
Jul 17, 2025
Bancorp
1.92%
▼ 2.46%
1
Open
Jul 15, 2025
NB Bancorp, Inc.
1.92%
▼ 4.29%
1
Open
Jul 10, 2025
NCR Atleos, LLC
1.92%
▲ 28.29%
1
Open
Jul 10, 2025
New Gold
1.92%
▲ 10.64%
1
Open
Jul 10, 2025
ARAMARK Holdings
1.92%
▼ 8.22%
1
Open
Jul 09, 2025
Shift4 Payments
1.92%
▼ 12.68%
1
Open
Jul 07, 2025
TKO Group Holdings
1.92%
▲ 4.56%
1
Open
Jul 02, 2025
Norwegian Cruise Line
1.92%
▲ 26.70%
1
Open
Jun 24, 2025