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Individual - New Portfolio
Individual
Individual Investor
Ranked #256,277 out of 806,884 TipRanks' Investors
Success Rate
217 out of 377
profitable transactions
profitable transactions
Average Return
7.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.47%
6-Month Return▲ 13.56%
12-Month Return▲ 1.60%
YTD Return▲ 14.50%
Total Return▲ 146.88%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 7.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 1.29%
▲ 0.46%
▲ 1.07%
Jul 2025
▲ 5.10%▼ 2.41%▼ 7.93%
▲ 6.03%▲ 2.69%▲ 3.50%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 2.05%
▲ 1.84%▼ 0.87%▲ 2.04%
▲ 12.20%▲ 6.28%▲ 5.59%
▲ 6.24%▲ 5.14%▲ 7.68%
▲ 1.29%▲ 0.46%▲ 1.07%
Recent Activity
NEOS Real Estate High Income ETF
0.25%
▼ 0.27%
1
Buy
Jul 03, 2025
Valero Energy
―
▲ 0.99%
2
Sell
Jul 02, 2025
Amplify CWP Enhanced Dividend Income ETF
2.25%
▲ 2.65%
8
Buy
Jul 02, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.59%
▼ 2.92%
14
Buy
Jul 02, 2025
NEOS Russell 2000 High Income ETF
4.6%
▼ 1.94%
12
Buy
Jul 02, 2025
NEOS Bitcoin High Income ETF
1.8%
▼ 4.32%
4
Buy
Jul 02, 2025
Morgan Stanley
―
▲ 5.80%
2
Sell
Jul 01, 2025
Bank of America
―
▲ 2.65%
2
Sell
Jul 01, 2025
Oxford Lane Capital
0.45%
▼ 11.16%
7
Buy
Jul 01, 2025
VanEck Digital Transformation ETF
―
▲ 350.00%
2
Close
Jun 17, 2025
REX FANG & Innovation Equity Premium Income ETF
―
▼ 13.60%
5
Close
Jun 12, 2025
Amplify International Enhanced Dividend Income ETF
0.94%
▲ 2.18%
4
Buy
Jun 11, 2025
American Superconductor
―
▲ 68.90%
2
Sell
Jun 10, 2025
Karman Holdings Inc.
0.04%
▼ 3.93%
1
Buy
Jun 10, 2025
ViaSat
0.02%
▲ 65.50%
6
Buy
Jun 09, 2025
AeroVironment
0.06%
▲ 52.94%
6
Buy
Jun 09, 2025
Science Applications
0.04%
▲ 11.91%
7
Buy
Jun 09, 2025
TTM Technologies
0.02%
▲ 95.41%
6
Sell
Jun 09, 2025
Mercury Systems
0.03%
▲ 27.42%
6
Sell
Jun 09, 2025
Caci International
0.04%
▲ 7.24%
7
Buy
Jun 09, 2025