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Smart investor - New Portfolio

eli rosemann

Smart investor
Individual Investor
Ranked #167,019 out of 832,066 TipRanks' Investors
Success Rate
64%
56 out of 88
profitable transactions
Average Return
20.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.91%
6-Month Return-
12-Month Return-
YTD Return▲ 27.06%
Total Return▲ 27.06%

Best Trade

Opened at
Closed at-
Gain▲ 157.83%

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%
▲ 11.64%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.11%
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
▼ 3.44%
▲ 0.19%
▼ 9.83%
Nov 2025
▲ 1.34%
▲ 0.61%
▲ 4.18%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 6.11%
▲ 7.60%▲ 2.30%▲ 6.78%
▲ 2.76%▲ 2.05%▲ 1.98%
▲ 12.88%▲ 3.56%▲ 11.15%
▲ 10.96%▲ 2.38%▲ 5.31%
▼ 3.44%▲ 0.19%▼ 9.83%
▲ 1.34%▲ 0.61%▲ 4.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astera Labs, Inc.
2.21%
▲ 54.50%
2
Buy
Jul 27, 2025
Tempus AI, Inc. Class A
0.94%
▲ 15.49%
2
Buy
Jul 27, 2025
Super Micro Computer
0.56%
▼ 22.99%
2
Sell
Jul 27, 2025
Rocket Lab USA
0.98%
▲ 91.48%
2
Sell
Jul 27, 2025
Rigetti Computing
▲ 40.78%
2
Close
Jul 27, 2025
Nvidia
4.13%
▲ 15.17%
2
Buy
Jul 27, 2025
Nebius Group
3.11%
▲ 38.58%
3
Open
Jul 27, 2025
IonQ
1.21%
▲ 25.03%
2
Buy
Jul 27, 2025
Robinhood
1.71%
▲ 49.94%
2
Buy
Jul 27, 2025
Hims & Hers Health
1.33%
▼ 38.23%
2
Buy
Jul 27, 2025
Alphabet Class C
6.35%
▲ 89.23%
3
Sell
Jul 27, 2025
Aurora Innovation
1.95%
▼ 21.07%
2
Buy
Jul 27, 2025
AST SpaceMobile
1.07%
▲ 72.07%
2
Sell
Jul 27, 2025
Meta Platforms
1.75%
▼ 7.92%
2
Buy
Jul 27, 2025
Amazon
3.33%
▲ 10.53%
2
Sell
Jul 27, 2025
Spotify
1.1%
▼ 13.46%
2
Buy
Jul 27, 2025
Samsara
1.58%
▲ 14.22%
2
Buy
Jul 27, 2025
Duolingo
0.53%
▼ 50.07%
2
Buy
Jul 27, 2025
Credo Technology Group Holding Ltd
1.42%
▲ 84.75%
2
Sell
Jul 27, 2025
AppLovin
5.06%
▲ 103.09%
2
Buy
Jul 27, 2025