tiprankstipranks

Individual - TOD - New Portfolio

Individual - TOD
Individual Investor
Ranked #244,750 out of 858,885 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
43.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.27%
6-Month Return▲ 2.21%
12-Month Return▲ 40.70%
YTD Return▼ 1.15%
Total Return▲ 51.30%

Best Trade

Opened at
Closed at-
Gain▲ 122.95%

Bio

My personal fund

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.17%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.52%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.76%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.62%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.28%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.51%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.78%
▲ 10.96%▲ 2.38%▲ 4.17%
▼ 3.68%▲ 0.19%▲ 0.52%
▼ 0.10%▲ 0.08%▼ 0.76%
▲ 4.06%▲ 1.47%▲ 1.62%
▼ 1.12%▼ 0.86%▼ 1.28%
▲ 0.60%▼ 4.94%▼ 6.51%
▲ 4.89%▲ 4.48%▲ 5.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
12.98%
▲ 60.42%
1
Buy
Dec 18, 2024
JPMorgan Chase
11.04%
▲ 30.75%
1
Buy
Nov 06, 2024
Meta Platforms
8.63%
▲ 11.56%
1
Buy
Nov 04, 2024
Progressive
6.92%
▼ 20.11%
1
Buy
Nov 04, 2024
BWX Technologies
18.25%
▲ 122.95%
1
Buy
Jul 22, 2024
Amazon
10.14%
▲ 23.19%
1
Buy
Jul 01, 2024
Shopify
13.76%
▲ 67.31%
1
Buy
Jun 14, 2024
McKesson
11.86%
▲ 49.24%
1
Buy
Jun 06, 2024