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Individual - New Portfolio
Individual
Individual Investor
Ranked #219,157 out of 833,817 TipRanks' Investors
Success Rate
320 out of 515
profitable transactions
profitable transactions
Average Return
12.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.99%
6-Month Return▲ 11.90%
12-Month Return▲ 25.74%
YTD Return▲ 26.73%
Total Return▲ 172.96%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 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%
▲ 0.66%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.82%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 0.39%
Dec 2025
▲ 11.63%▲ 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%▲ 0.66%
▼ 3.57%▲ 0.19%▼ 1.82%
▲ 1.61%▲ 1.31%▲ 0.39%
Recent Activity
Exxon Mobil
―
▼ 1.22%
2
Close
Dec 24, 2025
NEOS Nasdaq 100 High Income ETF
5.32%
▲ 5.04%
18
Buy
Dec 24, 2025
Nike
2.78%
▼ 6.03%
11
Buy
Dec 24, 2025
Amplify International Enhanced Dividend Income ETF
2.55%
▲ 9.36%
15
Buy
Dec 24, 2025
Amplify CWP Growth & Income ETF
3.18%
▲ 6.56%
8
Buy
Dec 23, 2025
Putnam BDC Income ETF
2.35%
▼ 9.40%
7
Buy
Dec 23, 2025
iShares Core Dividend Growth ETF
0.86%
▲ 1.40%
4
Buy
Dec 23, 2025
NEOS Gold High Income ETF
1.26%
▲ 4.98%
2
Buy
Dec 23, 2025
YieldMax Semiconductor Portfolio Option Income ETF
0.43%
▼ 11.13%
14
Buy
Dec 23, 2025
VICI Properties
0.93%
▼ 2.14%
5
Buy
Dec 22, 2025
Amplify CWP Enhanced Dividend Income ETF
2.62%
▲ 7.87%
13
Buy
Dec 22, 2025
NEOS Bitcoin High Income ETF
3.64%
▼ 22.04%
17
Buy
Dec 22, 2025
NEOS Real Estate High Income ETF
1.69%
▼ 8.86%
12
Buy
Dec 22, 2025
Reaves Utility Income Fund
0.91%
▼ 6.76%
11
Buy
Dec 22, 2025
KKR & Co
―
▼ 16.06%
2
Sell
Dec 20, 2025
ViaSat
―
▲ 234.21%
9
Sell
Dec 18, 2025
AeroVironment
―
▲ 38.69%
9
Sell
Dec 18, 2025
Science Applications
―
▼ 1.58%
10
Close
Dec 18, 2025
TTM Technologies
―
▲ 187.33%
9
Sell
Dec 18, 2025
Mercury Systems
―
▲ 102.76%
9
Close
Dec 18, 2025