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Individual - New Portfolio
Individual
Individual Investor
Ranked #372,187 out of 795,672 TipRanks' Investors
Success Rate
83 out of 311
profitable transactions
profitable transactions
Average Return
-6.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.53%
6-Month Return▼ 7.21%
12-Month Return▲ 40.38%
YTD Return▼ 4.67%
Total Return▲ 105.54%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.85%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.46%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 7.94%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.04%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 2.17%
Apr 2025
▲ 2.92%▲ 2.10%▼ 0.49%
▲ 10.00%▼ 0.89%▲ 0.85%
▲ 25.98%▲ 5.96%▲ 7.46%
▲ 5.34%▼ 2.41%▼ 7.94%
▲ 5.99%▲ 2.69%▲ 3.28%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 2.04%
▼ 6.01%▼ 3.62%▼ 2.17%
Recent Activity
YieldMax Universe Fund of Option Income ETFs
0.29%
▼ 9.24%
12
Buy
Apr 10, 2025
BlackRock
7.73%
▼ 7.06%
13
Buy
Apr 07, 2025
Schwab US Dividend Equity ETF
9.79%
▼ 7.32%
17
Buy
Apr 07, 2025
Pfizer
1.09%
▼ 13.29%
5
Buy
Apr 07, 2025
Nike
1.77%
▼ 20.84%
5
Buy
Apr 07, 2025
Nvidia
0.64%
▲ 6.83%
1
Buy
Apr 02, 2025
Oxford Lane Capital
0.53%
▲ 14.86%
4
Buy
Mar 31, 2025
Chevron
2.37%
▼ 10.70%
4
Buy
Mar 20, 2025
Par Technology
―
▼ 10.73%
6
Close
Mar 18, 2025
V2X
―
▼ 15.50%
4
Sell
Mar 15, 2025
ViaSat
0.01%
▼ 11.70%
5
Buy
Mar 14, 2025
AeroVironment
0.04%
▼ 5.53%
5
Buy
Mar 14, 2025
Science Applications
0.03%
▲ 12.14%
6
Sell
Mar 14, 2025
TTM Technologies
0.02%
▼ 12.84%
5
Buy
Mar 14, 2025
Mercury Systems
0.04%
▲ 16.80%
5
Buy
Mar 14, 2025
Caci International
0.04%
▼ 6.44%
6
Sell
Mar 14, 2025
KBR
0.02%
▼ 17.35%
6
Sell
Mar 14, 2025
Teledyne Technologies
0.04%
▲ 0.01%
5
Buy
Mar 14, 2025
Curtiss-Wright
0.05%
▼ 5.32%
5
Buy
Mar 14, 2025
Moog
0.04%
▼ 13.68%
4
Sell
Mar 14, 2025