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Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #130,276 out of 818,989 TipRanks' Investors
Success Rate
67%
64 out of 95
profitable transactions
Average Return
17.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.60%
6-Month Return▲ 40.10%
12-Month Return▲ 38.01%
YTD Return▲ 30.33%
Total Return▲ 23.97%

Best Trade

Opened at
Closed at-
Gain▲ 355.24%

Bio

Performance

27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 6.35%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 1.64%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 9.61%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.91%▲ 2.30%▲ 6.35%
▲ 4.87%▲ 2.05%▼ 1.64%
▲ 8.21%▲ 2.19%▲ 9.61%

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
5.31%
▲ 31.81%
7
Buy
Apr 12, 2025
Archer Aviation
4.43%
▲ 9.98%
6
Buy
Apr 12, 2025
Visa
▲ 7.61%
6
Sell
Apr 12, 2025
Eos Energy Enterprises
20.11%
▲ 138.96%
6
Buy
Apr 12, 2025
Oracle
▼ 20.00%
7
Sell
Apr 12, 2025
Marvell
6.65%
▼ 4.89%
2
Buy
Apr 12, 2025
UiPath
1.96%
▼ 6.74%
3
Buy
Apr 12, 2025
Symbotic
6.04%
▲ 92.15%
3
Buy
Apr 12, 2025
Global X Robotics & Artificial Intelligence ETF
3.82%
▲ 8.14%
3
Buy
Apr 12, 2025
Recursion Pharmaceuticals
2.99%
▼ 31.32%
4
Buy
Apr 12, 2025
Black Diamond Therapeutics
6.97%
▲ 58.30%
3
Buy
Apr 12, 2025
Schwab U.S. Large-Cap Growth ETF
11.44%
▲ 14.98%
3
Buy
Apr 12, 2025
Advanced Micro Devices
▼ 21.47%
3
Close
Apr 12, 2025
Defiance Quantum ETF
7.72%
▲ 28.79%
1
Buy
Apr 12, 2025
First Trust Nasdaq Oil & Gas ETF
5.18%
▲ 16.80%
2
Buy
Apr 08, 2025
Global X Data Center REITs & Digital Infrastructure ETF
4.93%
▲ 15.95%
4
Buy
Mar 27, 2025
Apple
0.01%
▲ 7.67%
6
Buy
Feb 06, 2025
Ford Motor
▼ 10.74%
3
Close
Jan 22, 2025
CVS Health
▲ 18.52%
3
Close
Jan 22, 2025