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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #105,853 out of 806,426 TipRanks' Investors
Success Rate
65%
53 out of 81
profitable transactions
Average Return
22.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.15%
6-Month Return▲ 10.39%
12-Month Return-
YTD Return▲ 15.52%
Total Return▲ 37.64%

Best Trade

Opened at
Closed at-
Gain▲ 434.45%

Bio

Main Portfolio

Performance

15.32%0-15.32%
▲ 5.10%
▼ 2.41%
▲ 15.32%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.33%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 4.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.01%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.46%
Jun 2025
▼ 0.01%
▲ 0.42%
▲ 1.06%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 15.32%
▲ 6.03%▲ 2.69%▲ 1.73%
▼ 12.86%▼ 1.27%▼ 3.38%
▼ 1.80%▼ 5.57%▼ 8.33%
▲ 1.83%▼ 0.87%▲ 4.41%
▲ 12.20%▲ 6.28%▲ 11.01%
▲ 6.24%▲ 5.14%▲ 9.46%
▼ 0.01%▲ 0.42%▲ 1.06%

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%
▼ 11.74%
1
Open
Jan 10, 2025
Garmin
0%
▲ 2.85%
1
Open
Jan 10, 2025
Johnson & Johnson
0%
▲ 11.33%
1
Open
Jan 10, 2025
Micron
0%
▲ 22.71%
1
Open
Jan 10, 2025
Novo Nordisk
0%
▼ 18.13%
1
Open
Jan 10, 2025
Realty Income
0%
▲ 14.97%
1
Open
Jan 10, 2025
Uber Technologies
0%
▲ 39.53%
1
Open
Jan 10, 2025
Waste Management
0%
▲ 8.56%
1
Open
Jan 10, 2025
Intel
▼ 17.38%
2
Close
Jan 04, 2025
Bayer
▲ 1.71%
2
Close
Jan 04, 2025
Palantir Technologies
0%
▲ 86.19%
2
Sell
Dec 06, 2024
SoundHound AI, Inc Class A
0.02%
▲ 26.69%
2
Sell
Dec 06, 2024
Teleperformance
0.69%
▲ 0.96%
2
Buy
Nov 30, 2024
L'Oreal
1.23%
▲ 14.67%
2
Buy
Nov 30, 2024
Dassault Systemes
1.05%
▼ 2.61%
2
Buy
Nov 30, 2024
ASML Holding NV
1.84%
▲ 3.20%
2
Buy
Nov 30, 2024