tiprankstipranks

DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #554,158 out of 861,009 TipRanks' Investors
Success Rate
21%
64 out of 300
profitable transactions
Average Return
-2.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.73%
6-Month Return▲ 58.57%
12-Month Return▲ 173.41%
YTD Return▲ 46.81%
Total Return▲ 195.70%

Best Trade

Opened at
Closed at-
Gain▲ 777.82%

Bio

Performance

20.75%0-20.75%
▲ 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
▼ 1.33%
▼ 0.86%
▲ 10.22%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 0.71%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 20.75%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 1.08%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 20.20%
▼ 3.68%▲ 0.19%▼ 12.69%
▼ 0.10%▲ 0.08%▲ 10.92%
▲ 4.06%▲ 1.47%▲ 9.92%
▼ 1.33%▼ 0.86%▲ 10.22%
▲ 0.52%▼ 4.94%▼ 0.71%
▲ 16.06%▲ 10.51%▲ 20.75%
▲ 1.37%▲ 0.28%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.05%
▼ 14.25%
73
Buy
Apr 28, 2026
William Blair International Leaders Fd N
2.6%
▲ 2.25%
74
Buy
Apr 28, 2026
Parnassus Core Equity Fund-Investor Shares
3.75%
▼ 23.93%
77
Buy
Apr 28, 2026
United States Antimony
▲ 21.18%
5
Sell
Apr 22, 2026
Robinhood
▲ 30.15%
3
Close
Apr 21, 2026
Amazon
▲ 18.91%
2
Sell
Apr 21, 2026
CrowdStrike Holdings
▲ 7.33%
2
Sell
Apr 18, 2026
Textron
1.04%
▲ 5.26%
1
Buy
Mar 24, 2026
Dell Technologies
22.72%
▲ 30.81%
11
Sell
Mar 05, 2026
Lyft
1.03%
▲ 3.41%
1
Buy
Feb 20, 2026
Blue Owl Capital
0.8%
▼ 21.09%
1
Buy
Feb 09, 2026
Palantir Technologies
1%
▼ 9.29%
4
Buy
Feb 06, 2026
Microsoft
1.03%
▲ 3.64%
1
Buy
Feb 06, 2026
Texas Mineral Resources
1.64%
▲ 16.49%
31
Buy
Feb 04, 2026
U.S. Global Technology and Aerospace & Defense ETF
1.51%
▲ 17.85%
1
Buy
Jan 23, 2026
Blackstone Group
0.76%
▼ 18.60%
1
Buy
Jan 08, 2026
Trulieve Cannabis
▲ 89.95%
4
Sell
Dec 17, 2025
Ambarella
0.93%
▼ 5.79%
1
Buy
Dec 15, 2025
USA Rare Earth
▲ 5.05%
3
Sell
Dec 11, 2025
MP Materials
2.56%
▲ 13.00%
2
Buy
Nov 03, 2025