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New Portfolio Jul 2025 - New Portfolio

albdanon

New Portfolio Jul 2025
Individual Investor
Ranked #144,815 out of 819,158 TipRanks' Investors
Success Rate
83%
24 out of 29
profitable transactions
Average Return
24.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 25.27%
6-Month Return-
12-Month Return-
YTD Return▲ 25.59%
Total Return▲ 25.59%

Best Trade

Opened at
Closed at-
Gain▲ 120.56%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 4.58%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.02%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 20.73%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.92%▲ 2.30%▼ 4.58%
▲ 4.87%▲ 2.05%▲ 9.02%
▲ 9.82%▲ 3.18%▲ 20.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Okta
20.24%
▲ 0.13%
3
Buy
Sep 19, 2025
Comstock Resources
5.5%
▼ 3.51%
4
Sell
Sep 19, 2025
BitMine Immersion Technologies
▲ 33.15%
2
Close
Sep 19, 2025
IShares Bitcoin Trust Registered
21.26%
▲ 6.40%
2
Buy
Sep 19, 2025
Pony AI Inc. Sponsored ADR
0%
▲ 44.01%
3
Sell
Sep 16, 2025
UnitedHealth
0%
▲ 14.99%
5
Sell
Sep 16, 2025
Roundhill Generative AI & Technology ETF
19.91%
▲ 17.41%
3
Sell
Sep 08, 2025
Nektar Therapeutics
0%
▲ 104.44%
3
Sell
Sep 08, 2025
International Business Machines
0%
▲ 9.91%
3
Sell
Sep 08, 2025
Intel
3.21%
▲ 20.44%
2
Sell
Sep 05, 2025
CVS Health
▲ 16.30%
2
Close
Aug 27, 2025
Lululemon Athletica
▼ 11.41%
2
Close
Aug 15, 2025
NICE
16.63%
▲ 15.23%
1
Open
Aug 15, 2025
Merck & Company
13.25%
▼ 2.06%
2
Buy
Jul 24, 2025
Astera Labs, Inc.
0%
▲ 105.22%
1
Open
Jul 23, 2025
Serve Robotics Inc
0%
▲ 19.69%
1
Open
Jul 23, 2025
Oklo Inc
0%
▲ 101.93%
1
Open
Jul 23, 2025
Uber Technologies
0%
▲ 9.53%
1
Open
Jul 23, 2025