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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #547,014 out of 849,606 TipRanks' Investors
Success Rate
20%
49 out of 242
profitable transactions
Average Return
-3.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.85%
6-Month Return▲ 59.96%
12-Month Return▲ 121.40%
YTD Return▲ 10.72%
Total Return▲ 122.57%

Best Trade

Opened at
Closed at-
Gain▲ 750.06%

Bio

Performance

28.30%0-28.30%
▲ 9.25%
▲ 5.14%
▲ 11.27%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 15.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 28.30%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 20.20%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 12.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 10.92%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 10.72%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 11.27%
▲ 7.60%▲ 2.30%▲ 15.40%
▲ 2.76%▲ 2.05%▲ 28.30%
▲ 12.88%▲ 3.56%▼ 1.77%
▲ 10.96%▲ 2.38%▲ 20.20%
▼ 3.58%▲ 0.19%▼ 12.86%
▼ 0.10%▲ 0.08%▲ 10.92%
▲ 3.22%▲ 1.43%▲ 10.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.21%
▼ 6.69%
58
Buy
Jan 13, 2026
Parnassus Core Equity Fund-Investor Shares
4.05%
▼ 27.13%
61
Buy
Jan 13, 2026
William Blair International Leaders Fd N
2.73%
▼ 3.32%
59
Buy
Jan 12, 2026
Blackstone Group
1.12%
▲ 5.34%
1
Buy
Jan 08, 2026
Texas Mineral Resources
▲ 16.97%
30
Sell
Dec 21, 2025
Trulieve Cannabis
▲ 89.95%
4
Sell
Dec 17, 2025
Ambarella
1.02%
▼ 9.52%
1
Buy
Dec 15, 2025
USA Rare Earth
▲ 5.05%
3
Sell
Dec 11, 2025
Dell Technologies
16.96%
▼ 15.51%
10
Buy
Nov 03, 2025
United States Antimony
2.18%
▲ 7.29%
3
Buy
Nov 03, 2025
MP Materials
3.03%
▲ 16.98%
2
Buy
Nov 03, 2025
Power Metallic Mines Inc
2.52%
▲ 153.57%
2
Buy
Nov 03, 2025
Lithium Americas Corp.
▲ 194.08%
2
Close
Oct 16, 2025
Advanced Micro Devices
▲ 35.19%
3
Sell
Oct 06, 2025
Palantir Technologies
▼ 17.17%
3
Sell
Aug 30, 2025
TerrAscend Corp
▲ 62.56%
2
Sell
Aug 22, 2025
Tesla
▼ 23.11%
2
Close
Aug 20, 2025
GE Healthcare Technologies Inc
▼ 9.70%
3
Sell
Aug 19, 2025
GE Vernova Inc.
4.66%
▼ 32.02%
3
Buy
Aug 18, 2025
Grindr
▲ 11.45%
2
Close
Mar 18, 2025