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401K - New Portfolio

vishal.g.shah@gmail.com

401K
Individual Investor
Ranked #331,747 out of 818,587 TipRanks' Investors
Success Rate
59%
44 out of 75
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.07%
6-Month Return-
12-Month Return-
YTD Return▲ 29.52%
Total Return▲ 29.52%

Best Trade

Opened at
Closed at
Gain▲ 179.46%

Bio

Performance

27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 14.89%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 3.55%
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%▲ 4.18%
▲ 27.91%▲ 2.30%▲ 14.89%
▲ 4.87%▲ 2.05%▲ 4.50%
▲ 8.78%▲ 2.32%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
4.65%
▲ 17.42%
5
Sell
Aug 30, 2025
UnitedHealth
14.62%
▲ 26.16%
7
Sell
Aug 30, 2025
Duolingo
2.01%
▼ 16.67%
5
Buy
Aug 30, 2025
CoreWeave
▼ 5.91%
5
Close
Aug 30, 2025
Eli Lilly & Co
▲ 5.32%
3
Close
Aug 30, 2025
Vertex Pharmaceuticals
▲ 2.85%
3
Close
Aug 30, 2025
Riot Platforms
▲ 14.37%
2
Close
Aug 30, 2025
Twilio
▼ 0.82%
3
Close
Aug 30, 2025
Trade Desk
▼ 1.40%
2
Close
Aug 30, 2025
Marvell
4.94%
▲ 6.59%
1
Open
Aug 30, 2025
Sagimet Biosciences, Inc. Class A
0.71%
▲ 3.45%
3
Open
Aug 24, 2025
QuantumScape
7.46%
▲ 102.78%
3
Open
Aug 24, 2025
Baidu
3.11%
▲ 16.58%
5
Open
Aug 24, 2025
Lucid Group
4.24%
▼ 11.95%
3
Buy
Aug 24, 2025
Walmart
▼ 4.60%
2
Close
Aug 24, 2025
Strategy
2.4%
▼ 5.10%
2
Buy
Aug 24, 2025
Hims & Hers Health
3.65%
▲ 18.38%
1
Open
Aug 24, 2025
Lululemon Athletica
3.49%
▼ 19.81%
1
Open
Aug 24, 2025
AppLovin
▲ 19.72%
5
Close
Aug 18, 2025
Plug Power
▲ 26.72%
3
Close
Aug 18, 2025