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New Portfolio Feb 2025 - New Portfolio

PerformancePortfolio Details

Shanto

New Portfolio Feb 2025
Individual Investor
Ranked #364,779 out of 858,885 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
9.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return▲ 11.53%
12-Month Return▲ 28.76%
YTD Return▲ 3.95%
Total Return▲ 10.83%

Best Trade

AssetChevron (CVX)
Opened at
Closed at-
Gain▲ 26.84%

Bio

20000 01914265662

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.40%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.79%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.30%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.36%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.78%
▲ 10.96%▲ 2.38%▲ 0.40%
▼ 3.68%▲ 0.19%▲ 2.50%
▼ 0.10%▲ 0.08%▲ 0.72%
▲ 4.06%▲ 1.47%▲ 2.79%
▼ 1.12%▼ 0.86%▲ 1.07%
▲ 0.60%▼ 4.94%▼ 0.30%
▲ 4.89%▲ 4.48%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
11.11%
▲ 6.96%
1
Open
Feb 16, 2025
AXP
American Express
11.11%
▲ 2.19%
1
Open
Feb 16, 2025
BAC
Bank of America
11.11%
▲ 15.12%
1
Open
Feb 16, 2025
CVX
Chevron
11.11%
▲ 26.84%
1
Open
Feb 16, 2025
KHC
Kraft Heinz
11.11%
▼ 14.07%
1
Open
Feb 16, 2025
KO
Coca-Cola
11.11%
▲ 16.60%
1
Open
Feb 16, 2025
MCO
Moody's
11.11%
▼ 17.45%
1
Open
Feb 16, 2025
OXY
Occidental Petroleum
11.11%
▲ 23.86%
1
Open
Feb 16, 2025
USB
US Bancorp
11.11%
▲ 22.97%
1
Open
Feb 16, 2025