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New Portfolio Jul 2025 - New Portfolio

vl pan

New Portfolio Jul 2025
Individual Investor
Ranked #491,927 out of 829,253 TipRanks' Investors
Success Rate
29%
2 out of 7
profitable transactions
Average Return
1.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.62%
6-Month Return-
12-Month Return-
YTD Return▲ 10.30%
Total Return▲ 10.30%

Best Trade

Opened at
Closed at
Gain▲ 53.86%

Bio

Value Compounding

Performance

27.78%0-27.78%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.64%
▲ 6.28%
May 2025
▲ 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
▼ 6.45%
▼ 4.33%
▼ 17.27%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.64%▲ 6.28%
▲ 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%
▼ 6.45%▼ 4.33%▼ 17.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Perrigo Company
0.88%
▼ 4.37%
1
Open
Nov 19, 2025
Gambling.com
1.69%
▼ 11.24%
1
Open
Nov 13, 2025
Euronet Worldwide
0.91%
▼ 3.22%
1
Open
Nov 04, 2025
Alibaba
▲ 53.86%
2
Close
Oct 29, 2025
Centene
▲ 24.47%
2
Close
Oct 29, 2025
Fiserv
1.11%
▼ 15.34%
1
Open
Oct 29, 2025
EDENRED
0.83%
▼ 30.97%
1
Open
Oct 29, 2025