tiprankstipranks

401K - New Portfolio

vishal.g.shah@gmail.com

401K
Individual Investor
Ranked #279,367 out of 863,620 TipRanks' Investors
Success Rate
62%
82 out of 133
profitable transactions
Average Return
10.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.45%
6-Month Return▲ 10.90%
12-Month Return-
YTD Return▲ 9.69%
Total Return▲ 67.16%

Best Trade

Opened at
Closed at-
Gain▲ 249.07%

Bio

Performance

22.14%0-22.14%
▲ 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
▼ 1.26%
▼ 0.86%
▼ 6.33%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 5.43%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 22.14%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 0.37%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 6.87%
▼ 3.68%▲ 0.19%▲ 1.00%
▼ 0.10%▲ 0.08%▼ 1.08%
▲ 4.06%▲ 1.47%▲ 1.01%
▼ 1.26%▼ 0.86%▼ 6.33%
▼ 0.25%▼ 4.94%▼ 5.43%
▲ 16.06%▲ 10.51%▲ 22.14%
▲ 10.00%▲ 3.75%▲ 0.37%

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
3.72%
▼ 24.36%
3
Sell
Mar 17, 2026
Hims & Hers Health
6.22%
▲ 1.10%
5
Sell
Mar 11, 2026
Meta Platforms
▼ 0.59%
2
Close
Mar 11, 2026
Richtech Robotics Inc. Class B
1.06%
▲ 10.29%
1
Open
Mar 11, 2026
KKR & Co
1.85%
▲ 8.14%
1
Open
Mar 11, 2026
Lightbridge
0.44%
▼ 7.50%
1
Open
Mar 11, 2026
Nio
2.05%
▲ 16.31%
5
Sell
Mar 10, 2026
SoundHound AI, Inc Class A
7.34%
▼ 5.18%
5
Buy
Mar 10, 2026
UnitedHealth
6.12%
▲ 33.80%
10
Sell
Mar 10, 2026
Duolingo
▼ 7.30%
8
Close
Mar 10, 2026
Fiserv
▼ 7.00%
4
Close
Mar 10, 2026
Lucid Group
1.73%
▼ 18.38%
6
Buy
Mar 10, 2026
CoreWeave
1.66%
▲ 5.06%
8
Open
Mar 10, 2026
Strategy
6.3%
▼ 0.04%
5
Buy
Mar 10, 2026
Upstart Holdings
8.78%
▼ 21.70%
2
Buy
Mar 10, 2026
Pfizer
▲ 9.53%
3
Close
Mar 10, 2026
Reddit Inc Class A
1.12%
▼ 29.97%
3
Sell
Mar 10, 2026
Boeing
▲ 1.72%
2
Close
Mar 10, 2026
Tempest Therapeutics
0.18%
▼ 40.38%
2
Sell
Mar 10, 2026