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Individual - TOD - New Portfolio
Individual - TOD
Individual Investor
Ranked #240,583 out of 834,054 TipRanks' Investors
Success Rate
7 out of 8
profitable transactions
profitable transactions
Average Return
50.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.70%
6-Month Return▲ 19.27%
12-Month Return▲ 36.66%
YTD Return▲ 38.62%
Total Return▲ 54.98%
Best Trade
Bio
My personal fund
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.44%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.53%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.17%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.31%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.70%
Dec 2025
▲ 11.63%▲ 6.28%▲ 9.62%
▲ 9.25%▲ 5.14%▲ 6.44%
▲ 7.60%▲ 2.30%▲ 2.53%
▲ 2.76%▲ 2.05%▲ 4.05%
▲ 12.88%▲ 3.56%▲ 5.78%
▲ 10.96%▲ 2.38%▲ 4.17%
▼ 3.57%▲ 0.19%▲ 0.31%
▲ 1.55%▲ 1.31%▲ 0.70%
Recent Activity
Alphabet Class C
12.37%
▲ 60.03%
1
Buy
Dec 18, 2024
JPMorgan Chase
11.16%
▲ 38.36%
1
Buy
Nov 06, 2024
Meta Platforms
8.68%
▲ 17.48%
1
Buy
Nov 04, 2024
Progressive
7.73%
▼ 6.53%
1
Buy
Nov 04, 2024
BWX Technologies
13.36%
▲ 70.81%
1
Buy
Jul 22, 2024
Amazon
9.45%
▲ 20.17%
1
Buy
Jul 01, 2024
Shopify
20.28%
▲ 157.97%
1
Buy
Jun 14, 2024
McKesson
10.85%
▲ 42.80%
1
Buy
Jun 06, 2024