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Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #138,668 out of 810,447 TipRanks' Investors
Success Rate
66%
63 out of 95
profitable transactions
Average Return
12.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.83%
6-Month Return▲ 19.90%
12-Month Return▲ 30.78%
YTD Return▲ 24.63%
Total Return▲ 18.55%

Best Trade

Opened at
Closed at-
Gain▲ 212.59%

Bio

Performance

27.84%0-27.84%
▲ 5.10%
▼ 2.41%
▲ 3.54%
Dec 2024
▲ 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
▲ 27.84%
▲ 3.09%
▲ 9.64%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.54%
▲ 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%
▲ 27.84%▲ 3.09%▲ 9.64%

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
5.26%
▲ 21.18%
7
Buy
Apr 12, 2025
Archer Aviation
5.56%
▲ 28.29%
6
Buy
Apr 12, 2025
Visa
▲ 7.61%
6
Sell
Apr 12, 2025
Eos Energy Enterprises
14.88%
▲ 64.09%
6
Buy
Apr 12, 2025
Oracle
▼ 20.00%
7
Sell
Apr 12, 2025
Marvell
7.32%
▼ 2.74%
2
Buy
Apr 12, 2025
UiPath
2.12%
▼ 6.28%
3
Buy
Apr 12, 2025
Symbotic
6.74%
▲ 98.98%
3
Buy
Apr 12, 2025
Global X Robotics & Artificial Intelligence ETF
4.02%
▲ 5.76%
3
Buy
Apr 12, 2025
Recursion Pharmaceuticals
4.12%
▼ 12.10%
4
Buy
Apr 12, 2025
Black Diamond Therapeutics
6.57%
▲ 38.45%
3
Buy
Apr 12, 2025
Schwab U.S. Large-Cap Growth ETF
11.77%
▲ 9.80%
3
Buy
Apr 12, 2025
Advanced Micro Devices
▼ 21.47%
3
Close
Apr 12, 2025
Defiance Quantum ETF
7.47%
▲ 15.80%
1
Buy
Apr 12, 2025
First Trust Nasdaq Oil & Gas ETF
5.55%
▲ 16.17%
2
Buy
Apr 08, 2025
Global X Data Center REITs & Digital Infrastructure ETF
5.09%
▲ 10.97%
4
Buy
Mar 27, 2025
Apple
0.01%
▲ 5.63%
6
Buy
Feb 06, 2025
Ford Motor
▼ 10.74%
3
Close
Jan 22, 2025
CVS Health
▲ 18.52%
3
Close
Jan 22, 2025