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New Portfolio - New Portfolio

AFJ

New Portfolio
Individual Investor
Ranked #139,179 out of 811,573 TipRanks' Investors
Success Rate
81%
21 out of 26
profitable transactions
Average Return
22.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.57%
6-Month Return-
12-Month Return-
YTD Return▲ 33.01%
Total Return▲ 33.01%

Best Trade

Opened at
Closed at-
Gain▲ 99.82%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.58%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.31%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 4.48%
Jul 2025
▲ 0.94%
▼ 0.14%
▼ 0.03%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 17.58%
▲ 6.24%▲ 5.14%▲ 8.31%
▲ 27.86%▲ 2.30%▲ 4.48%
▲ 0.94%▼ 0.14%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Software
6.17%
▼ 3.32%
3
Buy
Jul 31, 2025
Sea
5.83%
▲ 7.10%
3
Buy
Jul 31, 2025
Rocket Lab USA
2.76%
▲ 62.49%
5
Sell
Jul 18, 2025
S&P Global
▲ 5.84%
7
Close
Jul 11, 2025
Advanced Micro Devices
5.98%
▲ 49.77%
2
Buy
Jun 09, 2025
Amazon
7.4%
▲ 11.28%
2
Sell
Jun 05, 2025
TransMedics Group
5.8%
▲ 42.07%
2
Sell
Jun 05, 2025
Tempus AI, Inc. Class A
3.05%
▲ 4.50%
2
Buy
Jun 05, 2025
Mercadolibre
7.3%
▲ 4.42%
2
Sell
Jun 05, 2025
Hims & Hers Health
8.29%
▲ 75.19%
2
Sell
Jun 05, 2025
Topicus.com
7.57%
▲ 15.19%
2
Sell
May 27, 2025
Alphabet Class C
▼ 6.14%
2
Close
May 07, 2025
Spotify
5.2%
▲ 9.35%
1
Open
May 01, 2025
Shopify
2.54%
▲ 29.07%
1
Open
May 01, 2025
Meta Platforms
7.88%
▲ 35.78%
1
Open
May 01, 2025
Mastercard
5.14%
▲ 4.38%
1
Open
May 01, 2025
IES Holdings
5.01%
▲ 61.41%
1
Open
May 01, 2025
Duolingo
3.97%
▼ 11.91%
1
Open
May 01, 2025
ASML Holding
5.13%
▲ 5.12%
1
Open
May 01, 2025
Uber Technologies
4.99%
▲ 9.32%
1
Open
May 01, 2025