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Individual - TOD - New Portfolio

Mike

Individual - TOD
Individual Investor
Ranked #103,396 out of 818,742 TipRanks' Investors
Success Rate
76%
60 out of 79
profitable transactions
Average Return
10.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return▲ 18.38%
12-Month Return▲ 23.32%
YTD Return▲ 33.24%
Total Return▲ 35.45%

Best Trade

Opened at
Closed at-
Gain▲ 103.00%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 9.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.24%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.68%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.53%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.22%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 1.40%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 9.42%
▼ 1.80%▼ 5.57%▲ 5.24%
▲ 1.84%▼ 0.87%▼ 4.14%
▲ 12.20%▲ 6.28%▲ 1.38%
▲ 6.24%▲ 5.14%▲ 10.68%
▲ 27.91%▲ 2.30%▲ 2.53%
▲ 4.87%▲ 2.05%▲ 3.22%
▲ 8.21%▲ 2.19%▲ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total Stock Market ETF
1.26%
▼ 0.35%
1
Buy
Sep 16, 2025
Schwab US Dividend Equity ETF
1.06%
▲ 0.37%
1
Buy
Sep 16, 2025
Bitcoin Depot
▼ 25.82%
2
Close
Aug 22, 2025
Fair Isaac
3%
▼ 2.72%
2
Sell
Aug 21, 2025
Globe Life
1.38%
▲ 2.26%
1
Buy
Aug 12, 2025
HubSpot
0.98%
▲ 20.45%
1
Buy
Aug 12, 2025
SoundHound AI, Inc Class A
▲ 11.57%
2
Sell
Aug 08, 2025
NRG Energy
5.09%
▲ 10.32%
2
Buy
Aug 07, 2025
Vodafone
▲ 21.08%
2
Close
Jul 27, 2025
Prospect Capital
0.01%
▼ 47.80%
2
Sell
Jul 26, 2025
Vale SA
0.72%
▲ 11.31%
2
Buy
Jul 26, 2025
Aduro Clean Technologies
1.4%
▲ 41.98%
2
Buy
Jul 26, 2025
Fiserv
0.37%
▼ 3.64%
1
Buy
Jul 25, 2025
Vanguard S&P 500 Growth ETF
2.5%
▲ 4.88%
1
Buy
Jul 25, 2025
SPDR S&P 500 ETF Trust
2.55%
▲ 3.65%
1
Buy
Jul 25, 2025
Texas Instruments
2.79%
▼ 3.25%
1
Buy
Jul 24, 2025
Merit Medical Systems
0.64%
▼ 3.15%
1
Buy
Jul 24, 2025
Fresenius SE & Co
0.87%
▲ 17.75%
1
Buy
Jul 18, 2025
Invesco
3.22%
▲ 36.94%
3
Buy
Jul 16, 2025
Levi Strauss & Co
0.26%
▲ 7.33%
1
Buy
Jul 15, 2025