tiprankstipranks

Individual - New Portfolio

Individual
Individual Investor
Ranked #438,503 out of 793,101 TipRanks' Investors
Success Rate
42%
128 out of 302
profitable transactions
Average Return
-1.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.27%
6-Month Return▲ 2.47%
12-Month Return▲ 15.14%
YTD Return▲ 0.84%
Total Return▲ 117.49%

Best Trade

Opened at
Closed at-
Gain▲ 229.12%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 12.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.85%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.46%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 7.91%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 1.32%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 12.61%
▲ 2.93%▲ 2.10%▼ 0.49%
▲ 10.00%▼ 0.89%▲ 0.85%
▲ 26.01%▲ 5.96%▲ 7.46%
▲ 5.39%▼ 2.41%▼ 7.91%
▲ 5.83%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▼ 3.68%
▲ 2.82%▼ 4.80%▲ 1.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Universe Fund of Option Income ETFs
0.3%
▼ 1.18%
9
Buy
Mar 21, 2025
Chevron
2.68%
▲ 8.90%
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%
▲ 17.70%
5
Buy
Mar 14, 2025
AeroVironment
0.03%
▼ 14.86%
5
Buy
Mar 14, 2025
Science Applications
0.02%
▲ 4.12%
6
Sell
Mar 14, 2025
TTM Technologies
0.03%
▲ 9.28%
5
Buy
Mar 14, 2025
Mercury Systems
0.04%
▲ 15.38%
5
Buy
Mar 14, 2025
Caci International
0.03%
▼ 15.56%
6
Sell
Mar 14, 2025
KBR
0.02%
▼ 16.11%
6
Sell
Mar 14, 2025
Teledyne Technologies
0.04%
▲ 8.77%
5
Buy
Mar 14, 2025
Curtiss-Wright
0.05%
▲ 0.19%
5
Buy
Mar 14, 2025
Moog
0.04%
▼ 5.28%
4
Sell
Mar 14, 2025
Kratos Defense
0.06%
▲ 17.33%
5
Buy
Mar 14, 2025
Huntington Ingalls
0.08%
▼ 1.79%
5
Buy
Mar 14, 2025
BWX Technologies
0.03%
▼ 14.53%
6
Sell
Mar 14, 2025
HEICO
0.05%
▲ 0.94%
6
Sell
Mar 14, 2025
Parsons
0.05%
▼ 27.80%
6
Sell
Mar 14, 2025
L3Harris Technologies
0.05%
▼ 12.07%
6
Sell
Mar 14, 2025