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WPIC - New Portfolio

WPIC
Individual Investor
Ranked #330,400 out of 849,606 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
23.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.20%
6-Month Return▲ 12.28%
12-Month Return-
YTD Return▲ 0.14%
Total Return▲ 20.98%

Best Trade

Opened at
Closed at-
Gain▲ 150.59%

Bio

Wesley Partners Investment Club

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 6.78%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.61%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.51%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.22%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 2.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.38%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 0.14%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 6.78%
▲ 7.60%▲ 2.30%▲ 1.61%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 6.51%
▲ 10.96%▲ 2.38%▲ 6.22%
▼ 3.58%▲ 0.19%▼ 2.99%
▼ 0.10%▲ 0.08%▲ 0.38%
▲ 3.22%▲ 1.43%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Axon Enterprise
▼ 31.70%
2
Close
Nov 26, 2025
Spotify
5.35%
▼ 29.03%
2
Sell
Nov 26, 2025
Apple
2.71%
▲ 30.35%
1
Open
Jun 13, 2025
Amazon
5.08%
▲ 12.74%
1
Open
Jun 13, 2025
Broadcom
14.93%
▲ 42.27%
1
Open
Jun 13, 2025
Constellation Energy Corporation
2.61%
▲ 3.77%
1
Open
Jun 13, 2025
GE Aerospace
13.8%
▲ 37.94%
1
Open
Jun 13, 2025
GE Vernova Inc.
4.34%
▲ 42.68%
1
Open
Jun 13, 2025
JPMorgan Chase
3.98%
▲ 19.62%
1
Open
Jun 13, 2025
Eli Lilly & Co
15.43%
▲ 27.20%
1
Open
Jun 13, 2025
Lam Research
11.83%
▲ 150.59%
1
Open
Jun 13, 2025
Microsoft
4.88%
▼ 2.84%
1
Open
Jun 13, 2025
Nvidia
11.86%
▲ 31.19%
1
Open
Jun 13, 2025
Palo Alto Networks
3.19%
▼ 4.39%
1
Open
Jun 13, 2025