tiprankstipranks

401K - New Portfolio

vishal.g.shah@gmail.com

401K
Individual Investor
Ranked #348,066 out of 858,885 TipRanks' Investors
Success Rate
57%
76 out of 133
profitable transactions
Average Return
5.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.41%
6-Month Return▼ 5.46%
12-Month Return-
YTD Return▼ 5.58%
Total Return▲ 43.88%

Best Trade

Opened at
Closed at
Gain▲ 179.46%

Bio

Performance

14.11%0-14.11%
▲ 12.88%
▲ 3.56%
▲ 14.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.87%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.01%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.18%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.14%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.03%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 14.11%
▲ 10.96%▲ 2.38%▲ 6.87%
▼ 3.68%▲ 0.19%▲ 1.00%
▼ 0.10%▲ 0.08%▼ 1.08%
▲ 4.06%▲ 1.47%▲ 1.01%
▼ 1.12%▼ 0.86%▼ 6.18%
▲ 0.60%▼ 4.94%▼ 5.14%
▲ 4.89%▲ 4.48%▲ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bit Digital
▲ 14.59%
4
Close
Mar 17, 2026
BitMine Immersion Technologies
5.52%
▼ 14.74%
3
Sell
Mar 17, 2026
Hims & Hers Health
6.7%
▼ 9.09%
5
Sell
Mar 11, 2026
Meta Platforms
▼ 0.59%
2
Close
Mar 11, 2026
Richtech Robotics Inc. Class B
1.04%
▼ 17.28%
1
Open
Mar 11, 2026
KKR & Co
2.37%
▲ 4.69%
1
Open
Mar 11, 2026
Lightbridge
0.56%
▼ 10.55%
1
Open
Mar 11, 2026
Nio
3.37%
▲ 29.33%
5
Sell
Mar 10, 2026
SoundHound AI, Inc Class A
7.61%
▼ 17.79%
5
Buy
Mar 10, 2026
UnitedHealth
6.31%
▲ 28.62%
10
Sell
Mar 10, 2026
Duolingo
▼ 7.30%
8
Close
Mar 10, 2026
Fiserv
▼ 7.00%
4
Close
Mar 10, 2026
Lucid Group
3.34%
▼ 8.39%
6
Buy
Mar 10, 2026
CoreWeave
2.12%
▲ 4.13%
8
Open
Mar 10, 2026
Strategy
6.67%
▼ 10.42%
5
Buy
Mar 10, 2026
Upstart Holdings
11.03%
▼ 25.26%
2
Buy
Mar 10, 2026
Pfizer
▲ 9.53%
3
Close
Mar 10, 2026
Reddit Inc Class A
1.45%
▼ 30.93%
3
Sell
Mar 10, 2026
Boeing
▲ 1.72%
2
Close
Mar 10, 2026
Tempest Therapeutics
0.27%
▼ 34.29%
2
Sell
Mar 10, 2026