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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #67,143 out of 834,054 TipRanks' Investors
Success Rate
70%
57 out of 81
profitable transactions
Average Return
40.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.50%
6-Month Return▲ 22.00%
12-Month Return▲ 33.04%
YTD Return▲ 36.05%
Total Return▲ 62.01%

Best Trade

Opened at
Closed at-
Gain▲ 745.82%

Bio

Main Portfolio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 11.01%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.41%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.58%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 5.33%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.50%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 11.01%
▲ 9.25%▲ 5.14%▲ 9.46%
▲ 7.60%▲ 2.30%▲ 3.41%
▲ 2.76%▲ 2.05%▲ 2.25%
▲ 12.88%▲ 3.56%▲ 10.70%
▲ 10.96%▲ 2.38%▲ 8.58%
▼ 3.57%▲ 0.19%▼ 5.33%
▲ 1.55%▲ 1.31%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ITM Power
▲ 1.88%
2
Close
Feb 14, 2025
Volkswagen
▲ 24.13%
2
Close
Feb 14, 2025
Fanuc
▲ 9.12%
2
Close
Feb 14, 2025
XPLR Infrastructure
▼ 53.05%
2
Close
Feb 14, 2025
United Parcel
0%
▼ 14.33%
1
Open
Jan 10, 2025
Garmin
0%
▼ 0.15%
1
Open
Jan 10, 2025
Johnson & Johnson
0%
▲ 50.63%
1
Open
Jan 10, 2025
Micron
0%
▲ 187.51%
1
Open
Jan 10, 2025
Novo Nordisk
0%
▼ 38.04%
1
Open
Jan 10, 2025
Realty Income
0%
▲ 15.51%
1
Open
Jan 10, 2025
Uber Technologies
0%
▲ 23.18%
1
Open
Jan 10, 2025
Waste Management
0%
▲ 8.27%
1
Open
Jan 10, 2025
Intel
▼ 17.38%
2
Close
Jan 04, 2025
Bayer
▲ 1.71%
2
Close
Jan 04, 2025
Palantir Technologies
0%
▲ 165.94%
2
Sell
Dec 06, 2024
SoundHound AI, Inc Class A
0.01%
▲ 20.50%
2
Sell
Dec 06, 2024
Teleperformance
0.39%
▼ 27.60%
2
Buy
Nov 30, 2024
L'Oreal
0.93%
▲ 11.88%
2
Buy
Nov 30, 2024
Dassault Systemes
0.62%
▼ 26.48%
2
Buy
Nov 30, 2024
ASML Holding NV
1.91%
▲ 38.06%
2
Buy
Nov 30, 2024