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Current HLDS - New Portfolio

odran lipscombe

Current HLDS
Individual Investor
Ranked #163,714 out of 818,587 TipRanks' Investors
Success Rate
66%
115 out of 174
profitable transactions
Average Return
11.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.10%
6-Month Return▲ 34.68%
12-Month Return-
YTD Return▲ 16.99%
Total Return▲ 16.99%

Best Trade

Opened at
Closed at-
Gain▲ 100.25%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 7.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.61%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.08%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.98%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 5.61%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.92%
▼ 1.80%▼ 5.57%▼ 8.11%
▲ 1.84%▼ 0.87%▲ 2.12%
▲ 12.20%▲ 6.28%▲ 10.61%
▲ 6.24%▲ 5.14%▲ 10.08%
▲ 27.91%▲ 2.30%▲ 4.41%
▲ 4.87%▲ 2.05%▲ 1.98%
▲ 8.78%▲ 2.32%▲ 5.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cisco Systems
1.09%
▲ 0.60%
1
Open
Sep 12, 2025
EMCOR Group
5.05%
▲ 20.79%
3
Buy
Sep 11, 2025
Alibaba
3.97%
▲ 17.01%
6
Buy
Sep 11, 2025
UnitedHealth
0.83%
▲ 2.09%
5
Open
Sep 11, 2025
CRH plc
0.69%
▲ 0.44%
3
Open
Sep 11, 2025
KKR & Co
2.36%
▼ 0.43%
1
Open
Sep 11, 2025
Jones Lang Lasalle
1.91%
▲ 1.47%
2
Buy
Sep 09, 2025
Broadcom
4.41%
▲ 55.73%
3
Buy
Aug 29, 2025
TSMC
3.85%
▲ 38.21%
4
Buy
Aug 29, 2025
Nvidia
0.93%
▲ 33.44%
5
Open
Aug 29, 2025
Vertiv Holdings
3.01%
▲ 8.50%
3
Buy
Aug 29, 2025
ServiceNow
▲ 5.95%
3
Close
Aug 29, 2025
Aecom Technology
1.04%
▲ 2.28%
1
Open
Aug 29, 2025
IonQ
▲ 7.94%
6
Close
Aug 28, 2025
Amphenol
3.93%
▲ 47.03%
3
Buy
Aug 26, 2025
Verizon
▲ 1.32%
4
Close
Aug 26, 2025
Oracle
5.76%
▲ 65.59%
2
Buy
Aug 26, 2025
BNY
2.58%
▲ 5.18%
5
Buy
Aug 26, 2025
International Business Machines
2.63%
▲ 8.74%
3
Buy
Aug 26, 2025
Uber Technologies
4.07%
▲ 3.96%
2
Buy
Aug 26, 2025