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New Portfolio Jul 2025 - New Portfolio

PerformancePortfolio Details

A6025EFE

New Portfolio Jul 2025
Individual Investor
Ranked #444,575 out of 859,299 TipRanks' Investors
Success Rate
71%
5 out of 7
profitable transactions
Average Return
3.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.07%
6-Month Return▲ 4.47%
12-Month Return-
YTD Return▲ 0.62%
Total Return▲ 14.45%

Best Trade

AssetSemtech (SMTC)
Opened at
Closed at-
Gain▲ 27.96%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.78%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.83%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.48%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.27%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.42%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.15%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 11.42%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.39%
▲ 10.96%▲ 2.38%▲ 6.78%
▼ 3.68%▲ 0.19%▼ 2.83%
▼ 0.10%▲ 0.08%▲ 1.48%
▲ 4.06%▲ 1.47%▼ 1.27%
▼ 1.12%▼ 0.86%▼ 0.42%
▲ 0.60%▼ 4.94%▼ 8.15%
▲ 12.62%▲ 7.63%▲ 11.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMTC
Semtech
25%
▲ 27.96%
1
Open
Dec 12, 2025
NVDA
Nvidia
―
▲ 5.38%
2
Close
Nov 09, 2025
AAPL
Apple
―
▲ 4.89%
2
Close
Nov 08, 2025
TSLA
Tesla
25%
▼ 11.97%
1
Open
Nov 08, 2025
BTC-USD
Bitcoin
―
▲ 9.92%
2
Close
Oct 03, 2025
SPY
SPDR S&P 500 ETF Trust
25%
▲ 5.19%
1
Open
Oct 02, 2025
MSFT
Microsoft
25%
▼ 16.90%
1
Open
Jul 08, 2025