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Joint WROS - New Portfolio
Joint WROS
Individual Investor
Ranked #525,005 out of 849,026 TipRanks' Investors
Success Rate
29 out of 70
profitable transactions
profitable transactions
Average Return
9.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.42%
6-Month Return-
12-Month Return-
YTD Return▲ 5.31%
Total Return▲ 6.51%
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%
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.38%
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
▼ 3.58%
▲ 0.19%
▼ 2.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.34%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 5.31%
Jan 2026
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%▲ 0.38%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 3.74%
▲ 10.96%▲ 2.38%▲ 0.14%
▼ 3.58%▲ 0.19%▼ 2.73%
▼ 0.10%▲ 0.08%▼ 1.34%
▲ 2.78%▲ 1.51%▲ 5.31%
Recent Activity
Procure Space ETF
0.18%
▲ 10.00%
1
Buy
Jan 06, 2026
SPDR S&P Metals & Mining ETF
1.94%
▲ 8.40%
3
Buy
Dec 19, 2025
Comfort Systems
―
▼ 9.72%
2
Sell
Dec 19, 2025
Micron
3.17%
▲ 33.98%
1
Buy
Dec 19, 2025
Reddit Inc Class A
4.58%
▼ 2.55%
1
Buy
Dec 19, 2025
Shopify
4.46%
▼ 5.04%
1
Buy
Dec 19, 2025
Invesco S&P 500 Equal Weight Energy ETF
―
▼ 4.63%
3
Sell
Dec 17, 2025
TSMC
―
▼ 5.19%
2
Close
Dec 16, 2025
Rocket Companies
―
▼ 7.09%
2
Sell
Dec 16, 2025
Boeing
5.74%
▲ 19.57%
1
Buy
Dec 16, 2025
SanDisk Corp
―
▼ 9.82%
2
Close
Dec 14, 2025
Valero Energy
―
▼ 3.48%
3
Close
Dec 13, 2025
iShares U.S. Medical Devices ETF
―
▼ 1.94%
2
Close
Dec 12, 2025
SPDR S&P Homebuilders ETF
―
▼ 4.84%
6
Sell
Dec 11, 2025
iShares MSCI Intl Momentum Factor ETF
―
▼ 1.16%
4
Close
Dec 07, 2025
Snowflake
―
▼ 9.25%
4
Close
Dec 06, 2025
iShares Biotechnology ETF
4.82%
▲ 12.67%
3
Buy
Dec 05, 2025
iShares 20+ Year Treasury Bond ETF
―
▼ 2.05%
2
Close
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