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WPIC - New Portfolio

WPIC
Individual Investor
Ranked #338,146 out of 816,908 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
9.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.49%
6-Month Return-
12-Month Return-
YTD Return▲ 10.29%
Total Return▲ 10.29%

Best Trade

Opened at
Closed at-
Gain▲ 34.97%

Bio

Wesley Partners Investment Club

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%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.79%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.61%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 1.37%
▲ 0.34%
▲ 0.58%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 6.79%
▲ 27.87%▲ 2.30%▲ 1.61%
▲ 4.87%▲ 2.05%▲ 1.06%
▲ 1.37%▲ 0.34%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.54%
▲ 22.15%
1
Open
Jun 13, 2025
Amazon
4.92%
▲ 9.54%
1
Open
Jun 13, 2025
Broadcom
14.19%
▲ 34.97%
1
Open
Jun 13, 2025
Axon Enterprise
6.17%
▼ 6.69%
1
Open
Jun 13, 2025
Constellation Energy Corporation
2.56%
▲ 1.70%
1
Open
Jun 13, 2025
GE Aerospace
11.83%
▲ 18.19%
1
Open
Jun 13, 2025
GE Vernova Inc.
3.7%
▲ 21.71%
1
Open
Jun 13, 2025
JPMorgan Chase
3.74%
▲ 11.64%
1
Open
Jun 13, 2025
Eli Lilly & Co
10.78%
▼ 11.05%
1
Open
Jun 13, 2025
Lam Research
5.45%
▲ 15.29%
1
Open
Jun 13, 2025
Microsoft
5.24%
▲ 4.39%
1
Open
Jun 13, 2025
Nvidia
10.61%
▲ 17.64%
1
Open
Jun 13, 2025
Palo Alto Networks
3.29%
▼ 0.92%
1
Open
Jun 13, 2025
Spotify
14.98%
▼ 0.51%
1
Open
Jun 13, 2025