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Individual - TOD - New Portfolio

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Individual - TOD
Individual Investor
Ranked #264,944 out of 807,765 TipRanks' Investors
Success Rate
59%
132 out of 223
profitable transactions
Average Return
5.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.82%
6-Month Return-
12-Month Return-
YTD Return▲ 5.87%
Total Return▲ 5.87%

Best Trade

Opened at
Closed at-
Gain▲ 123.65%

Bio

Balanaced with a little edge

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.47%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.95%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 3.36%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 0.47%
▲ 6.24%▲ 5.14%▲ 1.95%
▲ 12.56%▲ 0.93%▲ 3.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
0.51%
▲ 32.27%
4
Sell
Jul 10, 2025
Palo Alto Networks
0.46%
▼ 8.65%
4
Sell
Jul 10, 2025
JetBlue Airways
0.51%
▼ 2.01%
4
Buy
Jul 10, 2025
Kyndryl Holdings Incorporation
0.46%
▼ 10.94%
4
Buy
Jul 10, 2025
Roblox
0.5%
▲ 34.56%
4
Buy
Jul 10, 2025
Moderna
0.51%
▼ 25.05%
4
Sell
Jul 10, 2025
SoFi Technologies
0.54%
▲ 64.63%
4
Sell
Jul 10, 2025
Coinbase Global
1.08%
▲ 43.12%
4
Sell
Jul 10, 2025
Hims & Hers Health
0.48%
▲ 32.46%
4
Sell
Jul 10, 2025
L3Harris Technologies
1.01%
▲ 7.14%
4
Buy
Jul 10, 2025
NextEra Energy
1.02%
▲ 0.72%
4
Buy
Jul 10, 2025
Cigna
0.99%
▼ 6.86%
4
Buy
Jul 10, 2025
Peloton Interactive
0.95%
▲ 0.63%
4
Sell
Jul 10, 2025
Powell Industries
0.98%
▲ 4.45%
4
Sell
Jul 10, 2025
General Dynamics
1.52%
▲ 5.59%
4
Sell
Jul 10, 2025
Delta Air Lines
1.68%
▲ 15.16%
4
Sell
Jul 10, 2025
American Express
1.51%
▼ 8.03%
4
Buy
Jul 10, 2025
Lemonade
1.4%
▲ 0.75%
4
Buy
Jul 10, 2025
Nu Holdings
1.59%
▲ 7.36%
4
Sell
Jul 10, 2025
Upstart Holdings
1.48%
▲ 38.02%
4
Sell
Jul 10, 2025