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Smart investor - New Portfolio

eli rosemann

Smart investor
Individual Investor
Ranked #199,870 out of 835,683 TipRanks' Investors
Success Rate
60%
53 out of 88
profitable transactions
Average Return
22.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.85%
6-Month Return▲ 19.30%
12-Month Return-
YTD Return▲ 5.97%
Total Return▲ 26.71%

Best Trade

Opened at
Closed at-
Gain▲ 334.19%

Bio

Long-term portfolio focused on AI, cloud, fintech, semiconductors, and innovation. I pick companies shaping the future, based on global trends and strong fundamentals.

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 6.08%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.98%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.31%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 9.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.97%
Dec 2025
▲ 1.67%
▲ 1.45%
▲ 5.97%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 6.08%
▲ 7.60%▲ 2.30%▲ 6.78%
▲ 2.76%▲ 2.05%▲ 1.98%
▲ 12.88%▲ 3.56%▲ 11.15%
▲ 10.96%▲ 2.38%▲ 5.31%
▼ 3.57%▲ 0.19%▼ 9.80%
▼ 0.10%▲ 0.08%▼ 1.97%
▲ 1.67%▲ 1.45%▲ 5.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astera Labs, Inc.
2.16%
▲ 51.39%
2
Buy
Jul 27, 2025
Tempus AI, Inc. Class A
0.87%
▲ 6.98%
2
Buy
Jul 27, 2025
Super Micro Computer
0.49%
▼ 32.61%
2
Sell
Jul 27, 2025
Rocket Lab USA
1.46%
▲ 186.38%
2
Sell
Jul 27, 2025
Rigetti Computing
▲ 40.78%
2
Close
Jul 27, 2025
Nvidia
4.19%
▲ 17.33%
2
Buy
Jul 27, 2025
Nebius Group
3.32%
▲ 44.88%
3
Open
Jul 27, 2025
IonQ
1.18%
▲ 22.83%
2
Buy
Jul 27, 2025
Robinhood
1.52%
▲ 34.51%
2
Buy
Jul 27, 2025
Hims & Hers Health
1.24%
▼ 42.18%
2
Buy
Jul 27, 2025
Alphabet Class C
6.19%
▲ 85.42%
3
Sell
Jul 27, 2025
Aurora Innovation
1.9%
▼ 22.82%
2
Buy
Jul 27, 2025
AST SpaceMobile
1.31%
▲ 112.21%
2
Sell
Jul 27, 2025
Meta Platforms
1.77%
▼ 6.36%
2
Buy
Jul 27, 2025
Amazon
3.45%
▲ 14.90%
2
Sell
Jul 27, 2025
Spotify
1.02%
▼ 18.85%
2
Buy
Jul 27, 2025
Samsara
1.22%
▼ 11.30%
2
Buy
Jul 27, 2025
Duolingo
0.48%
▼ 54.75%
2
Buy
Jul 27, 2025
Credo Technology Group Holding Ltd
1.19%
▲ 55.48%
2
Sell
Jul 27, 2025
AppLovin
4.42%
▲ 78.24%
2
Buy
Jul 27, 2025