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Joint WROS - New Portfolio
Joint WROS
Individual Investor
Ranked #508,730 out of 832,419 TipRanks' Investors
Success Rate
26 out of 63
profitable transactions
profitable transactions
Average Return
8.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.83%
6-Month Return-
12-Month Return-
YTD Return▲ 1.06%
Total Return▲ 1.06%
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%
▲ 11.63%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 2.74%
Nov 2025
▲ 1.14%
▼ 0.24%
▼ 1.41%
Dec 2025
▲ 11.63%▲ 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%
▼ 3.44%▲ 0.19%▼ 2.74%
▲ 1.14%▼ 0.24%▼ 1.41%
Recent Activity
Valero Energy
―
▼ 3.48%
3
Close
Dec 13, 2025
iShares U.S. Medical Devices ETF
―
▼ 1.94%
2
Close
Dec 12, 2025
Comfort Systems
4.76%
0.00%
1
Buy
Dec 12, 2025
SPDR S&P Homebuilders ETF
―
▼ 4.84%
6
Sell
Dec 11, 2025
Rocket Companies
2.38%
▼ 4.49%
1
Buy
Dec 11, 2025
SanDisk Corp
2.37%
▼ 9.82%
1
Buy
Dec 11, 2025
TSMC
5.03%
▼ 3.77%
1
Buy
Dec 09, 2025
iShares MSCI Intl Momentum Factor ETF
―
▼ 1.16%
4
Sell
Dec 07, 2025
SPDR S&P Metals & Mining ETF
―
▼ 0.42%
2
Close
Dec 07, 2025
Snowflake
―
▼ 9.25%
4
Close
Dec 06, 2025
iShares Biotechnology ETF
5%
▲ 11.92%
3
Buy
Dec 05, 2025
iShares 20+ Year Treasury Bond ETF
―
▼ 2.05%
2
Sell
Dec 03, 2025
Invesco S&P 500 Equal Weight Energy ETF
5.06%
▼ 0.30%
2
Buy
Dec 03, 2025
Direxion Daily NVDA Bear 1X Shares
―
▲ 3.52%
2
Sell
Nov 28, 2025
ProShares Short S&P500
―
▼ 3.38%
2
Close
Nov 27, 2025
ProShares Short QQQ
―
▼ 3.94%
2
Close
Nov 27, 2025
ETFMG Prime Junior Silver Miners ETF
3.84%
▲ 12.55%
1
Buy
Nov 27, 2025
ProShares Short Russell2000
―
▼ 3.52%
2
Close
Nov 26, 2025
VanEck Gold Miners ETF
5.51%
▲ 9.46%
1
Buy
Nov 26, 2025
iShares Expanded Tech-Software Sector ETF
―
▲ 5.62%
3
Sell
Nov 22, 2025