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Joint WROS - New Portfolio
Joint WROS
Individual Investor
Ranked #492,257 out of 829,253 TipRanks' Investors
Success Rate
17 out of 48
profitable transactions
profitable transactions
Average Return
9.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.81%
6-Month Return-
12-Month Return-
YTD Return▼ 1.15%
Total Return▼ 1.15%
Best Trade
Bio
It's a taxable account, something I considered "discretionary" so was taking risk here, away from my IRA. I believe chips are today's steel of the industrial revolution and prioritize them accordingly. I lost trust in my FA and got too cash heavy.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 11.64%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.39%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.14%
Oct 2025
▼ 6.45%
▼ 4.33%
▼ 6.21%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 11.64%▲ 6.28%―
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%▲ 0.39%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 3.74%
▲ 10.96%▲ 2.38%▲ 0.14%
▼ 6.45%▼ 4.33%▼ 6.21%
Recent Activity
VanEck Semiconductor ETF
―
▲ 198.70%
3
Close
Nov 20, 2025
iShares MSCI Japan ETF
―
▼ 3.57%
2
Close
Nov 20, 2025
Direxion Daily NVDA Bear 1X Shares
2.1%
0.00%
1
Buy
Nov 20, 2025
Global X Robotics & Artificial Intelligence ETF
―
▲ 1.38%
3
Sell
Nov 19, 2025
Invesco S&P 500 Equal Weight Energy ETF
2.44%
▼ 2.94%
1
Buy
Nov 19, 2025
Snowflake
2.48%
▼ 2.96%
3
Sell
Nov 18, 2025
Arista Networks
―
▲ 42.28%
3
Close
Nov 15, 2025
Corning
―
▼ 5.30%
2
Close
Nov 15, 2025
ProShares Short Russell2000
2.67%
▲ 3.34%
1
Buy
Nov 13, 2025
Palantir Technologies
―
▼ 3.79%
2
Sell
Nov 08, 2025
Insulet
―
▼ 0.63%
2
Close
Nov 07, 2025
Valero Energy
4.99%
▼ 2.03%
2
Buy
Nov 07, 2025
Invesco S&P 500 Momentum ETF
2.6%
▼ 4.92%
4
Sell
Nov 05, 2025
Health Care Select Sector SPDR Fund
0.86%
▲ 3.82%
1
Buy
Nov 05, 2025
Dollar Tree
2.48%
▼ 5.69%
1
Buy
Nov 05, 2025
Celsius Holdings
―
▼ 4.94%
2
Close
Nov 02, 2025
Tapestry
―
▼ 6.47%
2
Close
Nov 01, 2025
iShares Gold Trust
2.71%
▲ 19.29%
3
Sell
Oct 29, 2025
DoorDash
―
▼ 7.72%
2
Sell
Oct 24, 2025
Oracle
―
▼ 11.09%
2
Close
Oct 22, 2025