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New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #324,309 out of 831,456 TipRanks' Investors
Success Rate
75%
9 out of 12
profitable transactions
Average Return
19.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.12%
6-Month Return▲ 30.83%
12-Month Return-
YTD Return▲ 43.07%
Total Return▲ 43.07%

Best Trade

Opened at
Closed at-
Gain▲ 68.25%

Bio

Performance

17.54%0-17.54%
▲ 11.63%
▲ 6.28%
▲ 9.30%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.66%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 17.54%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 7.38%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 1.69%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.30%
▲ 9.25%▲ 5.14%▲ 6.34%
▲ 7.60%▲ 2.30%▲ 7.45%
▲ 2.76%▲ 2.05%▼ 2.66%
▲ 12.88%▲ 3.56%▲ 8.49%
▲ 10.96%▲ 2.38%▲ 17.54%
▼ 3.44%▲ 0.19%▼ 7.38%
▲ 1.44%▲ 0.34%▲ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▲ 25.43%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 19.97%
1
Open
Feb 10, 2025
Bitcoin
4.63%
▼ 5.95%
2
Sell
Jan 08, 2025
Nvidia
9.27%
▲ 22.10%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
17.15%
▲ 15.61%
2
Sell
Jan 08, 2025
Cencora
17.26%
▲ 43.92%
1
Open
Jan 08, 2025
McKesson
20.55%
▲ 37.57%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▲ 16.32%
1
Open
Jan 08, 2025
Advanced Micro Devices
11.08%
▲ 68.25%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
2.58%
▼ 12.86%
1
Open
Jan 06, 2025
CrowdStrike Holdings
13.01%
▲ 39.76%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
4.48%
▲ 5.57%
1
Open
Jan 06, 2025