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Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #163,648 out of 815,638 TipRanks' Investors
Success Rate
65%
62 out of 95
profitable transactions
Average Return
11.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.27%
6-Month Return▲ 23.15%
12-Month Return▲ 30.92%
YTD Return▲ 21.56%
Total Return▲ 15.63%

Best Trade

Opened at
Closed at-
Gain▲ 260.14%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 6.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.95%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.47%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.71%
May 2025
▲ 6.24%
▲ 5.14%
▲ 14.29%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 6.35%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 0.56%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.37%
▼ 12.86%▼ 1.27%▼ 7.20%
▼ 1.80%▼ 5.57%▼ 12.95%
▲ 1.84%▼ 0.87%▲ 7.47%
▲ 12.20%▲ 6.28%▲ 7.71%
▲ 6.24%▲ 5.14%▲ 14.29%
▲ 27.88%▲ 2.30%▲ 6.35%
▲ 6.52%▲ 2.30%▲ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Airlines Holdings
▼ 17.37%
2
Sell
Apr 12, 2025
VanEck Semiconductor ETF
5.41%
▲ 23.78%
7
Buy
Apr 12, 2025
Archer Aviation
4.75%
▲ 8.79%
6
Buy
Apr 12, 2025
Visa
▲ 7.61%
6
Sell
Apr 12, 2025
Eos Energy Enterprises
17.24%
▲ 89.05%
6
Buy
Apr 12, 2025
Oracle
▼ 20.00%
7
Sell
Apr 12, 2025
Marvell
7.26%
▼ 4.18%
2
Buy
Apr 12, 2025
UiPath
1.95%
▼ 14.49%
3
Buy
Apr 12, 2025
Symbotic
6.1%
▲ 78.92%
3
Buy
Apr 12, 2025
Global X Robotics & Artificial Intelligence ETF
3.99%
▲ 4.34%
3
Buy
Apr 12, 2025
Recursion Pharmaceuticals
3.21%
▼ 31.88%
4
Buy
Apr 12, 2025
Black Diamond Therapeutics
6.47%
▲ 35.61%
3
Buy
Apr 12, 2025
Schwab U.S. Large-Cap Growth ETF
11.98%
▲ 11.10%
3
Buy
Apr 12, 2025
Advanced Micro Devices
▼ 21.47%
3
Close
Apr 12, 2025
Defiance Quantum ETF
7.62%
▲ 17.32%
1
Buy
Apr 12, 2025
First Trust Nasdaq Oil & Gas ETF
5.65%
▲ 17.41%
2
Buy
Apr 08, 2025
Global X Data Center REITs & Digital Infrastructure ETF
5.01%
▲ 8.56%
4
Buy
Mar 27, 2025
Apple
0.01%
▲ 7.04%
6
Buy
Feb 06, 2025
Ford Motor
▼ 10.74%
3
Close
Jan 22, 2025
CVS Health
▲ 18.52%
3
Close
Jan 22, 2025