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My portfolio - New Portfolio

My portfolio
Individual Investor
Ranked #473,942 out of 817,143 TipRanks' Investors
Success Rate
50%
2 out of 4
profitable transactions
Average Return
1.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.98%
6-Month Return-
12-Month Return-
YTD Return▲ 2.06%
Total Return▲ 2.06%

Best Trade

Opened at
Closed at-
Gain▲ 19.94%

Bio

long-term investments in stable companies with a good future

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▼ 7.25%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.06%
Aug 2025
▲ 3.94%
▲ 0.82%
▼ 2.16%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▼ 0.92%
▲ 6.24%▲ 5.14%▲ 7.03%
▲ 27.87%▲ 2.30%▼ 7.25%
▲ 4.87%▲ 2.05%▲ 6.06%
▲ 3.94%▲ 0.82%▼ 2.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
28.88%
▲ 13.13%
1
Open
May 20, 2025
Nike
29.76%
▲ 19.94%
1
Open
May 20, 2025
Novo Nordisk
18.3%
▼ 19.78%
1
Open
May 20, 2025
PayPal Holdings
23.06%
▼ 5.80%
1
Open
May 20, 2025