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Leo's - New Portfolio

Leo's
Individual Investor
Ranked #288,431 out of 824,625 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
28.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.02%
6-Month Return-
12-Month Return-
YTD Return▲ 27.53%
Total Return▲ 27.53%

Best Trade

Opened at
Closed at-
Gain▲ 71.87%

Bio

TEC, Diversification, Early Retirement

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.03%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.59%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 0.34%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▲ 8.03%
▲ 9.25%▲ 5.14%▲ 8.31%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 0.85%
▲ 12.88%▲ 3.56%▲ 6.59%
▲ 6.63%▲ 0.77%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity MSCI Information Technology Index ETF
12.5%
▲ 36.68%
1
Open
May 06, 2025
Microsoft
12.5%
▲ 19.88%
1
Open
May 06, 2025
Nvidia
12.5%
▲ 59.58%
1
Open
May 06, 2025
Palo Alto Networks
12.5%
▲ 13.63%
1
Open
May 06, 2025
Rivian Automotive
12.5%
▼ 2.22%
1
Open
May 06, 2025
Starbucks
12.5%
▲ 5.19%
1
Open
May 06, 2025
SPDR Portfolio S&P 500 ETF
12.5%
▲ 20.85%
1
Open
May 06, 2025
TSMC
12.5%
▲ 71.87%
1
Open
May 06, 2025