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Lista - New Portfolio

info.clikk@gmail.com

Lista
Individual Investor
Ranked #500,305 out of 826,208 TipRanks' Investors
Success Rate
48%
12 out of 25
profitable transactions
Average Return
3.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.51%
6-Month Return-
12-Month Return-
YTD Return▲ 4.58%
Total Return▲ 4.58%

Best Trade

Opened at
Closed at-
Gain▲ 67.88%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.75%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 4.26%
▲ 2.76%▲ 2.05%▲ 4.06%
▲ 12.88%▲ 3.56%▲ 4.18%
▲ 10.96%▲ 2.38%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Medtronic
▲ 8.76%
2
Close
Oct 09, 2025
DocuSign
6.44%
▲ 2.37%
2
Buy
Oct 09, 2025
JD
7.89%
▲ 4.56%
2
Buy
Aug 25, 2025
Resideo Technologies
▲ 42.96%
2
Close
Aug 25, 2025
Novo Nordisk
4.35%
▼ 14.92%
2
Buy
Aug 09, 2025
VICI Properties
3.02%
▼ 9.57%
1
Open
Jul 10, 2025
LyondellBasell
1.75%
▼ 27.24%
1
Open
Jul 10, 2025
Zoom Video Communications
3.29%
▲ 16.23%
1
Open
Jul 10, 2025
Trimble
4.01%
▼ 1.34%
1
Open
Jul 10, 2025
Teleperformance
1.8%
▼ 30.63%
1
Open
Jul 10, 2025
Stellantis
4.6%
▼ 2.59%
1
Open
Jul 10, 2025
Pfizer
4.34%
▼ 2.73%
1
Open
Jul 10, 2025
PayPal Holdings
4.35%
▼ 8.49%
1
Open
Jul 10, 2025
MGM Resorts
2.42%
▼ 17.53%
1
Open
Jul 10, 2025
Kering SA
8.93%
▲ 48.64%
1
Open
Jul 10, 2025
Intel
12.07%
▲ 67.88%
1
Open
Jul 10, 2025
Halliburton
2.36%
▲ 22.04%
1
Open
Jul 10, 2025
The Estée Lauder Companies
4.86%
▲ 5.39%
1
Open
Jul 10, 2025
C3ai
1.33%
▼ 34.43%
1
Open
Jul 10, 2025
Avantor
1.19%
▼ 13.72%
1
Open
Jul 10, 2025