WPIC - New Portfolio

WPIC
Individual Investor
Ranked #235,990 out of 828,391 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
19.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return-
12-Month Return-
YTD Return▲ 19.04%
Total Return▲ 19.04%

Best Trade

Opened at
Closed at-
Gain▲ 66.36%

Bio

Wesley Partners Investment Club

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.64%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.79%
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
▼ 4.74%
▼ 1.47%
▼ 4.05%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.64%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 6.79%
▲ 7.60%▲ 2.30%▲ 1.61%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 6.51%
▲ 10.96%▲ 2.38%▲ 6.22%
▼ 4.74%▼ 1.47%▼ 4.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.68%
▲ 39.23%
1
Open
Jun 13, 2025
Amazon
4.67%
▲ 12.01%
1
Open
Jun 13, 2025
Broadcom
13.36%
▲ 37.26%
1
Open
Jun 13, 2025
Axon Enterprise
4.36%
▼ 28.98%
1
Open
Jun 13, 2025
Constellation Energy Corporation
2.64%
▲ 13.22%
1
Open
Jun 13, 2025
GE Aerospace
11.98%
▲ 29.18%
1
Open
Jun 13, 2025
GE Vernova Inc.
3.41%
▲ 20.97%
1
Open
Jun 13, 2025
JPMorgan Chase
3.58%
▲ 15.70%
1
Open
Jun 13, 2025
Eli Lilly & Co
14.1%
▲ 25.59%
1
Open
Jun 13, 2025
Lam Research
7.28%
▲ 66.36%
1
Open
Jun 13, 2025
Microsoft
5.01%
▲ 7.59%
1
Open
Jun 13, 2025
Nvidia
11.21%
▲ 33.96%
1
Open
Jun 13, 2025
Palo Alto Networks
3.23%
▲ 4.58%
1
Open
Jun 13, 2025
Spotify
12.49%
▼ 10.56%
1
Open
Jun 13, 2025