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New Portfolio Apr 2025 - New Portfolio

New Portfolio Apr 2025
Individual Investor
Ranked #189,838 out of 815,638 TipRanks' Investors
Success Rate
82%
22 out of 27
profitable transactions
Average Return
9.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.00%
6-Month Return-
12-Month Return-
YTD Return▲ 7.04%
Total Return▲ 7.04%

Best Trade

Opened at
Closed at-
Gain▲ 73.81%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.29%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.20%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 2.11%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.26%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%▲ 0.29%
▲ 12.20%▲ 6.28%▲ 4.36%
▲ 6.24%▲ 5.14%▲ 0.20%
▲ 27.88%▲ 2.30%▼ 2.11%
▲ 6.52%▲ 2.30%▲ 4.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
▲ 1.31%
3
Close
Apr 17, 2025
Alibaba
▼ 5.63%
3
Close
Apr 16, 2025
UnitedHealth
3.16%
▼ 47.69%
1
Open
Apr 16, 2025
Tesla
8.25%
▲ 44.73%
1
Open
Apr 16, 2025
Eli Lilly & Co
5.82%
▲ 0.33%
1
Open
Apr 16, 2025
Amazon
7.64%
▲ 31.43%
1
Open
Apr 16, 2025
Microsoft
7.84%
▲ 36.84%
1
Open
Apr 16, 2025
Nvidia
9.66%
▲ 73.81%
1
Open
Apr 16, 2025
Berkshire Hathaway B
5.57%
▼ 4.01%
1
Open
Apr 16, 2025
BlackRock
7.72%
▲ 27.94%
2
Buy
Apr 15, 2025
LVMH Moet Hennessy Louis Vuitton
5.84%
▲ 0.22%
2
Buy
Apr 15, 2025
ASML Holding NV
6.43%
▲ 11.11%
2
Buy
Apr 15, 2025
TotalEnergies
6.64%
▲ 10.72%
2
Buy
Apr 15, 2025
Unilever
6.23%
▲ 2.23%
2
Buy
Apr 15, 2025
Visa
6.35%
▲ 4.79%
2
Buy
Apr 15, 2025
Walmart
6.3%
▲ 2.32%
2
Buy
Apr 15, 2025
Exxon Mobil
6.56%
▲ 11.24%
2
Buy
Apr 15, 2025