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Smart investor - New Portfolio

eli rosemann

Smart investor
Individual Investor
Ranked #55,701 out of 818,989 TipRanks' Investors
Success Rate
77%
68 out of 88
profitable transactions
Average Return
22.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.14%
6-Month Return-
12-Month Return-
YTD Return▲ 28.69%
Total Return▲ 28.69%

Best Trade

Opened at
Closed at-
Gain▲ 170.62%

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

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%
▲ 5.71%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 6.78%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.98%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 11.80%
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%▲ 5.71%
▲ 27.91%▲ 2.30%▲ 6.78%
▲ 4.87%▲ 2.05%▲ 1.98%
▲ 9.23%▲ 2.67%▲ 11.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astera Labs, Inc.
3.37%
▲ 136.83%
2
Buy
Jul 27, 2025
Tempus AI, Inc. Class A
1.09%
▲ 33.95%
2
Buy
Jul 27, 2025
Super Micro Computer
0.74%
▲ 1.37%
2
Sell
Jul 27, 2025
Rocket Lab USA
0.8%
▲ 57.06%
2
Sell
Jul 27, 2025
Rigetti Computing
▲ 40.78%
2
Close
Jul 27, 2025
Nvidia
3.93%
▲ 10.43%
2
Buy
Jul 27, 2025
Nebius Group
3.1%
▲ 39.08%
3
Open
Jul 27, 2025
IonQ
1.55%
▲ 61.66%
2
Buy
Jul 27, 2025
Robinhood
1.51%
▲ 33.63%
2
Buy
Jul 27, 2025
Hims & Hers Health
1.95%
▼ 8.36%
2
Buy
Jul 27, 2025
Alphabet Class C
4.95%
▲ 48.65%
3
Sell
Jul 27, 2025
Aurora Innovation
2.57%
▲ 4.54%
2
Buy
Jul 27, 2025
AST SpaceMobile
0.55%
▼ 9.80%
2
Sell
Jul 27, 2025
Meta Platforms
2.09%
▲ 11.54%
2
Buy
Jul 27, 2025
Amazon
3.3%
▲ 10.27%
2
Sell
Jul 27, 2025
Spotify
1.31%
▲ 4.25%
2
Buy
Jul 27, 2025
Samsara
1.39%
▲ 1.41%
2
Buy
Jul 27, 2025
Duolingo
0.77%
▼ 26.75%
2
Buy
Jul 27, 2025
Credo Technology Group Holding Ltd
1.54%
▲ 101.51%
2
Sell
Jul 27, 2025
AppLovin
4.43%
▲ 79.48%
2
Buy
Jul 27, 2025