Education
About Us
Working with TipRanks
Follow Us
Joint WROS - New Portfolio
Joint WROS
Individual Investor
Ranked #416,761 out of 825,083 TipRanks' Investors
Success Rate
19 out of 37
profitable transactions
profitable transactions
Average Return
16.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.69%
6-Month Return-
12-Month Return-
YTD Return▲ 3.64%
Total Return▲ 3.64%
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%
▼ 6.38%
▼ 5.57%
―
Mar 2025
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 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
▲ 7.77%
▲ 1.66%
▼ 1.52%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 0.80%▼ 0.87%―
▲ 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%
▲ 7.77%▲ 1.66%▼ 1.52%
Recent Activity
Snowflake
4.32%
▲ 4.75%
2
Buy
Oct 25, 2025
DoorDash
―
▼ 7.72%
2
Sell
Oct 24, 2025
Oracle
―
▼ 11.09%
2
Close
Oct 22, 2025
Insulet
1.88%
▼ 1.40%
1
Buy
Oct 20, 2025
iShares MSCI ACWI ex U.S. ETF
2.44%
▼ 0.08%
1
Buy
Oct 20, 2025
First Trust NASDAQ Cybersecurity ETF
―
▲ 11.99%
2
Sell
Oct 18, 2025
ARK 21Shares Bitcoin ETF Ben of Int
―
▼ 11.33%
4
Sell
Oct 18, 2025
Arista Networks
1.5%
▲ 66.59%
2
Sell
Oct 15, 2025
Tapestry
2.37%
▼ 2.30%
1
Buy
Oct 15, 2025
Celsius Holdings
1.65%
▼ 0.02%
1
Buy
Oct 15, 2025
KraneShares CSI China Internet ETF
―
▲ 8.79%
3
Sell
Oct 11, 2025
SPDR S&P Homebuilders ETF
―
▼ 7.29%
4
Sell
Oct 11, 2025
iShares MSCI Intl Momentum Factor ETF
―
▼ 2.25%
2
Sell
Oct 11, 2025
iShares 20+ Year Treasury Bond ETF
2.53%
▲ 0.88%
1
Buy
Oct 10, 2025
Peloton Interactive
―
▼ 13.35%
3
Sell
Oct 08, 2025
DraftKings
―
▼ 20.76%
3
Close
Oct 01, 2025
Palantir Technologies
2.52%
▼ 0.17%
1
Buy
Oct 01, 2025
iShares Biotechnology ETF
2.72%
▲ 14.79%
2
Sell
Sep 26, 2025
Axon Enterprise
―
▼ 10.13%
2
Sell
Sep 25, 2025
Amazon
3.06%
▲ 50.91%
2
Sell
Sep 24, 2025