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401K - New Portfolio

vishal.g.shah@gmail.com

401K
Individual Investor
Ranked #339,664 out of 815,638 TipRanks' Investors
Success Rate
57%
42 out of 73
profitable transactions
Average Return
6.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.51%
6-Month Return-
12-Month Return-
YTD Return▲ 25.59%
Total Return▲ 25.59%

Best Trade

Opened at
Closed at
Gain▲ 179.46%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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%
▲ 4.18%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 14.89%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 4.92%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 4.18%
▲ 27.88%▲ 2.30%▲ 14.89%
▲ 6.60%▲ 2.07%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sagimet Biosciences, Inc. Class A
0.93%
▲ 14.61%
3
Open
Aug 24, 2025
QuantumScape
6.16%
▲ 89.67%
3
Open
Aug 24, 2025
Baidu
2.35%
▼ 1.88%
5
Open
Aug 24, 2025
Alibaba
4.57%
▲ 0.95%
4
Sell
Aug 24, 2025
UnitedHealth
16.14%
▲ 12.13%
6
Sell
Aug 24, 2025
Duolingo
1.66%
▼ 10.71%
4
Sell
Aug 24, 2025
Lucid Group
4.67%
▼ 7.13%
3
Buy
Aug 24, 2025
CoreWeave
0.72%
▼ 3.37%
4
Open
Aug 24, 2025
Eli Lilly & Co
5.49%
▲ 5.17%
2
Sell
Aug 24, 2025
Vertex Pharmaceuticals
4.07%
▼ 0.21%
2
Sell
Aug 24, 2025
Walmart
▼ 4.60%
2
Close
Aug 24, 2025
Strategy
2.56%
▼ 3.13%
2
Buy
Aug 24, 2025
Twilio
2.31%
▼ 1.81%
2
Sell
Aug 24, 2025
Hims & Hers Health
3.29%
▲ 2.37%
1
Open
Aug 24, 2025
Lululemon Athletica
4.61%
▲ 1.55%
1
Open
Aug 24, 2025
AppLovin
▲ 19.72%
5
Close
Aug 18, 2025
Plug Power
▲ 26.72%
3
Close
Aug 18, 2025
Asana
▲ 5.61%
3
Close
Aug 18, 2025
Elevance Health
▲ 11.89%
2
Close
Aug 18, 2025
XPeng, Inc. ADR
▲ 9.10%
2
Close
Aug 18, 2025