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New Portfolio Feb 2025 - New Portfolio

Rajasubramani U

New Portfolio Feb 2025
Individual Investor
Ranked #333,601 out of 817,737 TipRanks' Investors
Success Rate
66%
19 out of 29
profitable transactions
Average Return
6.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.25%
6-Month Return▲ 16.21%
12-Month Return-
YTD Return▲ 6.38%
Total Return▲ 6.38%

Best Trade

Opened at
Closed at-
Gain▲ 36.79%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.07%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.69%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.12%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.59%
Aug 2025
▲ 6.57%
▲ 1.11%
▲ 0.59%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.45%
▼ 1.80%▼ 5.57%▼ 5.54%
▲ 1.84%▼ 0.87%▼ 0.41%
▲ 12.20%▲ 6.28%▲ 6.07%
▲ 6.24%▲ 5.14%▲ 0.69%
▲ 27.87%▲ 2.30%▲ 2.12%
▲ 4.87%▲ 2.05%▲ 4.59%
▲ 6.57%▲ 1.11%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Top 20 U.S. Stocks ETF
0%
▲ 8.18%
3
Open
Mar 24, 2025
Enbridge
0%
▲ 9.44%
1
Open
Mar 24, 2025
Schwab US Dividend Equity ETF
0%
▲ 1.20%
4
Open
Mar 12, 2025
iShares Core Equity ETF Portfolio Trust Units
▼ 0.33%
3
Close
Mar 01, 2025
PwrShares QQQCADH Un
▼ 1.87%
2
Close
Mar 01, 2025
Johnson & Johnson
0%
▲ 6.77%
1
Open
Mar 01, 2025
Procter & Gamble
0%
▼ 9.21%
1
Open
Mar 01, 2025
Coca-Cola
0%
▼ 4.86%
1
Open
Mar 01, 2025
NextEra Energy
0%
▲ 0.77%
1
Open
Mar 01, 2025
Berkshire Hathaway B
0%
▼ 3.92%
1
Open
Mar 01, 2025
McDonald's
0%
▲ 1.69%
1
Open
Mar 01, 2025
Walmart
0%
▲ 3.66%
1
Open
Mar 01, 2025
Caterpillar
0%
▲ 28.45%
1
Open
Mar 01, 2025
Home Depot
0%
▲ 7.99%
1
Open
Mar 01, 2025
Bristol-Myers Squibb
0%
▼ 19.34%
1
Open
Mar 01, 2025
JPMorgan Chase
0%
▲ 16.59%
1
Open
Mar 01, 2025
Visa
0%
▼ 6.23%
1
Open
Mar 01, 2025
Apple
39.47%
▼ 4.80%
2
Buy
Feb 27, 2025
Tesla
60.53%
▲ 19.10%
2
Buy
Feb 27, 2025
Nvidia
0%
▲ 35.10%
1
Open
Feb 26, 2025