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New Portfolio Jul 2025 - New Portfolio

vl pan

New Portfolio Jul 2025
Individual Investor
Ranked #519,949 out of 851,848 TipRanks' Investors
Success Rate
43%
3 out of 7
profitable transactions
Average Return
4.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.98%
6-Month Return▲ 25.02%
12-Month Return-
YTD Return▼ 6.14%
Total Return▲ 16.54%

Best Trade

Opened at
Closed at
Gain▲ 53.86%

Bio

Value Compounding

Performance

27.78%0-27.78%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.99%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 27.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.91%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 9.60%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.02%
Dec 2025
▲ 5.86%
▲ 1.78%
▼ 6.14%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 4.99%
▲ 2.76%▲ 2.05%▲ 11.96%
▲ 12.88%▲ 3.56%▲ 27.78%
▲ 10.96%▲ 2.38%▼ 1.91%
▼ 3.58%▲ 0.19%▼ 9.60%
▼ 0.10%▲ 0.08%▲ 3.02%
▲ 5.86%▲ 1.78%▼ 6.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Perrigo Company
0.99%
▲ 9.55%
1
Open
Nov 19, 2025
Gambling.com
1.74%
▼ 8.57%
1
Open
Nov 13, 2025
Euronet Worldwide
0.93%
▼ 0.53%
1
Open
Nov 04, 2025
Alibaba
▲ 53.86%
2
Close
Oct 29, 2025
Centene
▲ 24.47%
2
Close
Oct 29, 2025
Fiserv
1.18%
▼ 10.16%
1
Open
Oct 29, 2025
EDENRED
0.82%
▼ 34.09%
1
Open
Oct 29, 2025