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401K - New Portfolio

vishal.g.shah@gmail.com

401K
Individual Investor
Ranked #209,678 out of 831,094 TipRanks' Investors
Success Rate
65%
55 out of 85
profitable transactions
Average Return
11.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return-
12-Month Return-
YTD Return▲ 52.40%
Total Return▲ 52.40%

Best Trade

Opened at
Closed at
Gain▲ 179.46%

Bio

Performance

14.89%0-14.89%
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.86%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.14%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 1.20%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 4.18%
▲ 7.60%▲ 2.30%▲ 14.89%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 14.11%
▲ 10.96%▲ 2.38%▲ 6.86%
▼ 3.44%▲ 0.19%▲ 1.14%
▲ 0.26%▲ 0.07%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sagimet Biosciences, Inc. Class A
1.91%
▼ 0.35%
4
Buy
Oct 08, 2025
QuantumScape
▲ 134.95%
4
Close
Oct 08, 2025
Canaan
▲ 82.08%
3
Close
Oct 08, 2025
Baidu
▲ 24.25%
6
Close
Oct 08, 2025
Alibaba
▲ 25.21%
6
Close
Oct 08, 2025
UnitedHealth
▲ 37.35%
8
Close
Oct 08, 2025
Duolingo
▲ 3.08%
6
Close
Oct 08, 2025
Li Auto
▼ 3.47%
4
Close
Oct 08, 2025
Chipotle
3.01%
▼ 20.81%
3
Buy
Oct 08, 2025
Charter Communications
▼ 2.59%
3
Close
Oct 08, 2025
Lucid Group
▲ 0.55%
4
Close
Oct 08, 2025
Applied Materials
▲ 33.39%
2
Close
Oct 08, 2025
Strategy
▼ 6.32%
3
Close
Oct 08, 2025
Hims & Hers Health
▲ 35.31%
2
Close
Oct 08, 2025
Lululemon Athletica
9.72%
▼ 2.83%
2
Buy
Oct 08, 2025
Marvell
▲ 47.14%
2
Close
Oct 08, 2025
SharkNinja, Inc.
9.55%
▲ 17.22%
1
Open
Oct 08, 2025
Amazon
22.02%
▲ 3.18%
1
Open
Oct 08, 2025
Zillow Group Class C
4.5%
▲ 6.37%
1
Open
Oct 08, 2025
Upstart Holdings
10.73%
▼ 12.48%
1
Open
Oct 08, 2025