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New Portfolio - New Portfolio

AFJ

New Portfolio
Individual Investor
Ranked #327,645 out of 827,347 TipRanks' Investors
Success Rate
59%
33 out of 56
profitable transactions
Average Return
10.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.29%
6-Month Return▲ 25.35%
12-Month Return-
YTD Return▲ 36.44%
Total Return▲ 36.44%

Best Trade

Opened at
Closed at
Gain▲ 109.20%

Bio

Performance

17.58%0-17.58%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 17.58%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.21%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.36%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 11.16%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▲ 17.58%
▲ 9.25%▲ 5.14%▲ 8.31%
▲ 7.60%▲ 2.30%▲ 3.89%
▲ 2.76%▲ 2.05%▲ 2.80%
▲ 12.88%▲ 3.56%▲ 8.21%
▲ 10.96%▲ 2.38%▲ 4.36%
▼ 4.30%▼ 1.63%▼ 11.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tempus AI, Inc. Class A
5.22%
▲ 9.06%
6
Buy
Oct 07, 2025
Meta Platforms
5.47%
▲ 8.81%
4
Sell
Oct 07, 2025
Mercadolibre
6.09%
▼ 8.10%
4
Sell
Oct 07, 2025
IES Holdings
5.77%
▲ 45.05%
4
Sell
Oct 07, 2025
Duolingo
2.28%
▼ 39.99%
6
Buy
Oct 07, 2025
ASML Holding
6.39%
▲ 53.09%
2
Sell
Oct 07, 2025
Topicus.com
2.42%
▼ 11.57%
6
Buy
Oct 07, 2025
Uber Technologies
5.89%
▲ 7.64%
3
Sell
Oct 07, 2025
DLocal
3.24%
▲ 1.20%
3
Buy
Oct 07, 2025
Celsius Holdings
2.87%
▼ 26.05%
3
Buy
Oct 07, 2025
ODDITY Tech Ltd. Class A
1.03%
▼ 34.39%
1
Open
Oct 07, 2025
Lemonade
4.9%
▲ 31.84%
2
Buy
Sep 29, 2025
Rubrik, Inc. Class A
2.39%
▼ 11.65%
2
Buy
Sep 29, 2025
Hims & Hers Health
4.79%
▼ 8.14%
5
Buy
Sep 26, 2025
Shopify
▲ 47.87%
2
Close
Sep 25, 2025
Rocket Lab USA
▲ 70.12%
6
Close
Sep 25, 2025
Constellation Software
▼ 18.01%
6
Close
Sep 23, 2025
Mastercard
▲ 7.07%
4
Close
Sep 22, 2025
Nebius Group
5.03%
▲ 48.52%
4
Buy
Sep 10, 2025
Amazon
8.91%
▲ 28.50%
4
Sell
Sep 06, 2025