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My Portfolio - New Portfolio

kclaudiaa455@gmail.com

My Portfolio
Individual Investor
Ranked #296,034 out of 816,908 TipRanks' Investors
Success Rate
86%
6 out of 7
profitable transactions
Average Return
23.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.94%
6-Month Return-
12-Month Return-
YTD Return▲ 29.27%
Total Return▲ 29.27%

Best Trade

Opened at
Closed at-
Gain▲ 51.54%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.90%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.89%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 0.24%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.66%
Aug 2025
▲ 1.37%
▲ 0.34%
▲ 2.01%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%▲ 5.86%
▲ 12.20%▲ 6.28%▲ 9.90%
▲ 6.24%▲ 5.14%▲ 6.89%
▲ 27.87%▲ 2.30%▲ 0.24%
▲ 4.87%▲ 2.05%▲ 1.66%
▲ 1.37%▲ 0.34%▲ 2.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
16.67%
▲ 44.39%
1
Open
Apr 15, 2025
Alphabet Class A
▲ 2.28%
2
Close
Apr 15, 2025
Invesco QQQ Trust
16.67%
▲ 25.92%
1
Open
Apr 15, 2025
Nichols
16.67%
▼ 2.56%
1
Open
Apr 10, 2025
Alphabet Class C
16.67%
▲ 51.54%
1
Open
Apr 10, 2025
Spotify
16.67%
▲ 27.88%
1
Open
Apr 10, 2025
SPDR Gold Shares
16.67%
▲ 13.24%
1
Open
Apr 10, 2025