Individual - New Portfolio

Individual
Individual Investor
Ranked #173,483 out of 828,029 TipRanks' Investors
Success Rate
64%
296 out of 464
profitable transactions
Average Return
15.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.21%
6-Month Return▲ 20.78%
12-Month Return▲ 21.51%
YTD Return▲ 27.12%
Total Return▲ 173.81%

Best Trade

Opened at
Closed at-
Gain▲ 386.89%

Bio

I’m using 2025 to transition my portfolio into a steady income/growth portfolio.

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 5.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.77%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.65%
Oct 2025
▼ 2.81%
▲ 0.19%
▼ 1.12%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 2.04%
▲ 11.64%▲ 6.28%▲ 5.59%
▲ 9.25%▲ 5.14%▲ 7.68%
▲ 7.60%▲ 2.30%▲ 2.77%
▲ 2.76%▲ 2.05%▲ 4.62%
▲ 12.88%▲ 3.56%▲ 4.08%
▲ 10.96%▲ 2.38%▲ 0.65%
▼ 2.81%▲ 0.19%▼ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rivian Automotive
▲ 26.23%
2
Sell
Nov 11, 2025
YieldMax Semiconductor Portfolio Option Income ETF
0.14%
▼ 18.63%
6
Buy
Nov 06, 2025
YieldMax Target 12 Semiconductor Option Income ETF
0.14%
▲ 1.78%
2
Buy
Nov 06, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.54%
▼ 0.91%
3
Buy
Nov 03, 2025
Amplify CWP Enhanced Dividend Income ETF
2.35%
▲ 7.88%
10
Buy
Oct 31, 2025
BlackRock Enhanced Equity Dividend Trust
1.57%
▲ 4.81%
5
Buy
Oct 31, 2025
FS Global Credit Opportunities Fund
0.65%
▼ 3.24%
5
Buy
Oct 31, 2025
Amplify International Enhanced Dividend Income ETF
2.06%
▲ 11.03%
11
Buy
Oct 31, 2025
Reaves Utility Income Fund
0.65%
▼ 6.54%
8
Buy
Oct 31, 2025
Nucor
▲ 2.95%
2
Close
Oct 30, 2025
NEOS Bitcoin High Income ETF
3.36%
▼ 12.67%
13
Buy
Oct 30, 2025
NEOS Real Estate High Income ETF
1.6%
▼ 7.84%
10
Buy
Oct 24, 2025
Alerian MLP ETF
0.79%
▼ 2.54%
3
Buy
Oct 23, 2025
Putnam BDC Income ETF
2.31%
▼ 9.70%
6
Buy
Oct 21, 2025
Alexandria Equities
0.52%
▼ 40.08%
4
Buy
Oct 15, 2025
VICI Properties
0.8%
▲ 5.69%
3
Buy
Oct 09, 2025
iShares Core Dividend Growth ETF
0.67%
▲ 1.67%
2
Buy
Oct 08, 2025
Pfizer
▲ 8.48%
8
Close
Oct 04, 2025
Bitfarms
▲ 64.76%
3
Sell
Sep 28, 2025
NEOS Gold High Income ETF
1.08%
▲ 6.86%
1
Buy
Sep 17, 2025