Current HLDS - New Portfolio

odran lipscombe

Current HLDS
Individual Investor
Ranked #278,414 out of 828,391 TipRanks' Investors
Success Rate
58%
111 out of 191
profitable transactions
Average Return
10.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.17%
6-Month Return▲ 26.52%
12-Month Return-
YTD Return▲ 19.20%
Total Return▲ 19.20%

Best Trade

Opened at
Closed at-
Gain▲ 138.57%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 2.12%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 10.61%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.08%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.98%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.15%
Oct 2025
▼ 4.74%
▼ 1.47%
▼ 5.67%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 2.12%
▲ 11.64%▲ 6.28%▲ 10.61%
▲ 9.25%▲ 5.14%▲ 10.08%
▲ 7.60%▲ 2.30%▲ 4.41%
▲ 2.76%▲ 2.05%▲ 1.98%
▲ 12.88%▲ 3.56%▲ 7.47%
▲ 10.96%▲ 2.38%▲ 6.15%
▼ 4.74%▼ 1.47%▼ 5.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CRH plc
▼ 2.52%
5
Close
Nov 14, 2025
Robinhood
1.41%
▲ 25.97%
9
Sell
Nov 13, 2025
Microsoft
3.53%
▲ 21.14%
3
Sell
Nov 13, 2025
Alphabet Class C
3.19%
▲ 48.90%
5
Sell
Nov 13, 2025
Blackstone Group
▼ 5.71%
9
Close
Nov 13, 2025
Amazon
3.65%
▲ 12.66%
3
Open
Nov 13, 2025
Amphenol
3.13%
▲ 65.19%
4
Sell
Nov 13, 2025
Broadcom
2.61%
▲ 31.06%
5
Sell
Nov 13, 2025
EMCOR Group
2.38%
▲ 13.36%
5
Sell
Nov 13, 2025
TSMC
3.25%
▲ 48.84%
5
Sell
Nov 13, 2025
Oracle
2.57%
▲ 20.55%
4
Sell
Nov 13, 2025
Vertiv Holdings
3.28%
▲ 35.75%
4
Sell
Nov 13, 2025
Keysight Technologies
1.79%
▲ 1.91%
2
Buy
Nov 13, 2025
Pfizer
2.18%
▲ 6.30%
2
Buy
Nov 13, 2025
Citigroup
0.77%
▼ 0.23%
2
Buy
Nov 13, 2025
Gen Digital
1.23%
0.00%
1
Open
Nov 13, 2025
Morgan Stanley
1.26%
▼ 1.06%
1
Open
Nov 13, 2025
Leidos Holdings
0.74%
▲ 0.05%
1
Open
Nov 13, 2025
SS&C Technologies Holdings
0.64%
▼ 1.35%
1
Open
Nov 13, 2025
Autodesk
▲ 5.22%
3
Close
Oct 18, 2025