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Individual - New Portfolio

Individual
Individual Investor
Ranked #404,015 out of 803,890 TipRanks' Investors
Success Rate
50%
184 out of 371
profitable transactions
Average Return
3.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.64%
6-Month Return▲ 4.32%
12-Month Return▲ 15.41%
YTD Return▲ 8.89%
Total Return▲ 134.78%

Best Trade

Opened at
Closed at-
Gain▲ 350.00%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.46%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.04%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.59%
May 2025
▲ 5.75%
▲ 2.25%
▲ 3.53%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 7.46%
▲ 5.10%▼ 2.41%▼ 7.93%
▲ 6.03%▲ 2.69%▲ 3.46%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 2.04%
▲ 1.83%▼ 0.87%▲ 2.04%
▲ 12.21%▲ 6.28%▲ 5.59%
▲ 5.75%▲ 2.25%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Digital Transformation ETF
▲ 350.00%
2
Close
Jun 17, 2025
REX FANG & Innovation Equity Premium Income ETF
▼ 13.60%
5
Sell
Jun 12, 2025
Amplify CWP Enhanced Dividend Income ETF
2.17%
▲ 0.02%
7
Buy
Jun 11, 2025
Amplify International Enhanced Dividend Income ETF
0.97%
▲ 1.34%
4
Buy
Jun 11, 2025
American Superconductor
▲ 68.90%
2
Sell
Jun 10, 2025
Karman Holdings Inc.
0.05%
▲ 0.89%
1
Buy
Jun 10, 2025
ViaSat
0.02%
▲ 35.99%
6
Buy
Jun 09, 2025
AeroVironment
0.05%
▲ 18.59%
6
Buy
Jun 09, 2025
Science Applications
0.03%
▼ 0.04%
7
Buy
Jun 09, 2025
TTM Technologies
0.02%
▲ 73.06%
6
Sell
Jun 09, 2025
Mercury Systems
0.03%
▲ 22.67%
6
Sell
Jun 09, 2025
Caci International
0.04%
▼ 3.30%
7
Buy
Jun 09, 2025
KBR
0.02%
▼ 10.57%
7
Buy
Jun 09, 2025
Teledyne Technologies
0.03%
▲ 4.68%
6
Sell
Jun 09, 2025
Curtiss-Wright
0.04%
▲ 40.04%
6
Sell
Jun 09, 2025
Moog
0.03%
▼ 8.83%
5
Sell
Jun 09, 2025
Kratos Defense
0.07%
▲ 48.64%
6
Sell
Jun 09, 2025
Huntington Ingalls
0.07%
▲ 9.36%
6
Sell
Jun 09, 2025
BWX Technologies
0.03%
▲ 12.31%
7
Buy
Jun 09, 2025
HEICO
0.04%
▲ 14.67%
7
Sell
Jun 09, 2025