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My portfolio - New Portfolio

My portfolio
Individual Investor
Ranked #494,491 out of 821,453 TipRanks' Investors
Success Rate
50%
2 out of 4
profitable transactions
Average Return
4.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return-
12-Month Return-
YTD Return▲ 5.11%
Total Return▲ 5.11%

Best Trade

Opened at
Closed at-
Gain▲ 16.83%

Bio

long-term investments in stable companies with a good future

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 0.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.03%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 7.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.73%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 3.58%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%▼ 0.92%
▲ 9.25%▲ 5.14%▲ 7.03%
▲ 7.60%▲ 2.30%▼ 7.25%
▲ 2.76%▲ 2.05%▲ 6.06%
▲ 12.88%▲ 3.56%▼ 2.73%
▲ 1.27%▲ 0.45%▲ 3.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
29.17%
▲ 16.83%
1
Open
May 20, 2025
Nike
28.27%
▲ 16.34%
1
Open
May 20, 2025
Novo Nordisk
19.69%
▼ 11.87%
1
Open
May 20, 2025
PayPal Holdings
22.87%
▼ 4.63%
1
Open
May 20, 2025