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My portfolio - New Portfolio

My portfolio
Individual Investor
Ranked #396,436 out of 808,802 TipRanks' Investors
Success Rate
75%
3 out of 4
profitable transactions
Average Return
7.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.88%
6-Month Return-
12-Month Return-
YTD Return▲ 7.82%
Total Return▲ 7.82%

Best Trade

Opened at
Closed at-
Gain▲ 17.43%

Bio

long-term investments in stable companies with a good future

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 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%
▼ 0.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.03%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.67%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▼ 0.92%
▲ 6.24%▲ 5.14%▲ 7.03%
▲ 14.83%▲ 1.65%▲ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
27.93%
▲ 15.71%
1
Open
May 20, 2025
Nike
27.7%
▲ 17.43%
1
Open
May 20, 2025
Novo Nordisk
20.82%
▼ 4.27%
1
Open
May 20, 2025
PayPal Holdings
23.55%
▲ 1.72%
1
Open
May 20, 2025