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New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #209,591 out of 808,802 TipRanks' Investors
Success Rate
92%
11 out of 12
profitable transactions
Average Return
13.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.12%
6-Month Return▲ 22.42%
12-Month Return-
YTD Return▲ 19.38%
Total Return▲ 19.38%

Best Trade

Opened at
Closed at-
Gain▲ 28.24%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 8.25%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.30%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.35%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 4.81%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▼ 5.10%
▼ 12.86%▼ 1.27%▼ 7.59%
▼ 1.80%▼ 5.57%▲ 3.23%
▲ 1.84%▼ 0.87%▲ 8.25%
▲ 12.20%▲ 6.28%▲ 9.30%
▲ 6.24%▲ 5.14%▲ 6.35%
▲ 14.83%▲ 1.65%▲ 4.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▲ 11.01%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 20.32%
1
Open
Feb 10, 2025
Bitcoin
6.6%
▲ 21.87%
2
Sell
Jan 08, 2025
Nvidia
9.61%
▲ 15.79%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
17.22%
▲ 5.63%
2
Sell
Jan 08, 2025
Cencora
16.32%
▲ 24.30%
1
Open
Jan 08, 2025
McKesson
19.78%
▲ 20.59%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▲ 9.90%
1
Open
Jan 08, 2025
Advanced Micro Devices
8.75%
▲ 23.82%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
3.72%
▲ 16.30%
1
Open
Jan 06, 2025
CrowdStrike Holdings
13.26%
▲ 28.24%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
4.75%
▲ 0.06%
1
Open
Jan 06, 2025