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Individual - New Portfolio
Individual
Individual Investor
Ranked #166,527 out of 813,711 TipRanks' Investors
Success Rate
255 out of 400
profitable transactions
profitable transactions
Average Return
11.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.45%
6-Month Return▲ 18.31%
12-Month Return▲ 21.55%
YTD Return▲ 21.36%
Total Return▲ 161.41%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 4.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.04%
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
▲ 27.89%
▲ 2.30%
▲ 2.77%
Jul 2025
▲ 5.48%
▲ 1.80%
▲ 3.45%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.09%
▼ 12.86%▼ 1.27%▼ 3.50%
▼ 1.80%▼ 5.57%▼ 2.04%
▲ 1.84%▼ 0.87%▲ 2.04%
▲ 12.20%▲ 6.28%▲ 5.59%
▲ 6.24%▲ 5.14%▲ 7.68%
▲ 27.89%▲ 2.30%▲ 2.77%
▲ 5.48%▲ 1.80%▲ 3.45%
Recent Activity
Oxford Lane Capital
0.51%
▼ 21.02%
9
Buy
Aug 14, 2025
REX AI Equity Premium Income ETF
1.39%
▼ 6.32%
6
Buy
Aug 11, 2025
NEOS Bitcoin High Income ETF
2.05%
▲ 0.46%
5
Buy
Aug 11, 2025
Amplify International Enhanced Dividend Income ETF
1.95%
▲ 4.44%
9
Buy
Aug 11, 2025
NEOS Real Estate High Income ETF
1.38%
▼ 9.47%
7
Buy
Aug 11, 2025
Reaves Utility Income Fund
0.68%
▲ 2.07%
5
Buy
Aug 11, 2025
Global X NASDAQ 100 Covered Call ETF
―
▼ 7.87%
3
Close
Aug 07, 2025
Pfizer
1.25%
▼ 0.36%
7
Buy
Aug 05, 2025
Generac Holdings
―
▲ 94.07%
2
Sell
Jul 31, 2025
Phillips 66
―
▲ 4.90%
2
Close
Jul 11, 2025
Valero Energy
―
▲ 0.99%
2
Sell
Jul 02, 2025
Amplify CWP Enhanced Dividend Income ETF
2.27%
▲ 3.49%
8
Buy
Jul 02, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.74%
▲ 0.26%
14
Buy
Jul 02, 2025
NEOS Russell 2000 High Income ETF
4.7%
▲ 0.19%
12
Buy
Jul 02, 2025
Morgan Stanley
―
▲ 5.80%
2
Close
Jul 01, 2025
Bank of America
―
▲ 2.65%
2
Sell
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
American Superconductor
―
▲ 68.90%
2
Sell
Jun 10, 2025
Karman Holdings Inc.
0.05%
▲ 7.45%
1
Buy
Jun 10, 2025