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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #528,577 out of 858,746 TipRanks' Investors
Success Rate
20%
57 out of 291
profitable transactions
Average Return
-6.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return▲ 8.21%
12-Month Return▲ 203.54%
YTD Return▲ 29.43%
Total Return▲ 160.69%

Best Trade

Opened at
Closed at-
Gain▲ 765.61%

Bio

Performance

20.20%0-20.20%
▲ 12.88%
▲ 3.56%
▼ 1.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 20.20%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 12.69%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 10.92%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.92%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 11.44%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 0.71%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 6.41%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.77%
▲ 10.96%▲ 2.38%▲ 20.20%
▼ 3.68%▲ 0.19%▼ 12.69%
▼ 0.10%▲ 0.08%▲ 10.92%
▲ 4.06%▲ 1.47%▲ 9.92%
▼ 1.10%▼ 0.86%▲ 11.44%
▲ 1.22%▼ 4.94%▼ 0.71%
▲ 5.30%▲ 3.95%▲ 6.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.11%
▼ 13.08%
70
Buy
Apr 07, 2026
William Blair International Leaders Fd N
2.73%
▼ 6.73%
71
Buy
Apr 07, 2026
Parnassus Core Equity Fund-Investor Shares
3.81%
▼ 24.29%
74
Buy
Apr 07, 2026
Textron
1.08%
▲ 1.54%
1
Buy
Mar 24, 2026
Dell Technologies
21.6%
▲ 18.05%
11
Sell
Mar 05, 2026
Lyft
1.03%
▼ 3.47%
1
Buy
Feb 20, 2026
United States Antimony
2.5%
▲ 9.44%
4
Buy
Feb 17, 2026
Robinhood
1.46%
▲ 2.42%
2
Buy
Feb 12, 2026
Amazon
1.19%
▲ 5.97%
1
Buy
Feb 09, 2026
Blue Owl Capital
0.71%
▼ 34.21%
1
Buy
Feb 09, 2026
Palantir Technologies
1.06%
▼ 10.11%
4
Buy
Feb 06, 2026
CrowdStrike Holdings
0.92%
▲ 7.97%
1
Buy
Feb 06, 2026
Microsoft
1%
▼ 6.39%
1
Buy
Feb 06, 2026
Texas Mineral Resources
1.1%
▲ 14.57%
31
Buy
Feb 04, 2026
U.S. Global Technology and Aerospace & Defense ETF
1.37%
▼ 0.67%
1
Buy
Jan 23, 2026
Blackstone Group
0.76%
▼ 24.19%
1
Buy
Jan 08, 2026
Trulieve Cannabis
▲ 89.95%
4
Sell
Dec 17, 2025
Ambarella
0.74%
▼ 29.86%
1
Buy
Dec 15, 2025
USA Rare Earth
▲ 5.05%
3
Sell
Dec 11, 2025
MP Materials
2.25%
▼ 7.67%
2
Buy
Nov 03, 2025