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New Portfolio Jul 2025 - New Portfolio

albdanon

New Portfolio Jul 2025
Individual Investor
Ranked #537,659 out of 852,708 TipRanks' Investors
Success Rate
44%
21 out of 48
profitable transactions
Average Return
-0.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.41%
6-Month Return▲ 12.82%
12-Month Return-
YTD Return▼ 9.05%
Total Return▲ 10.37%

Best Trade

Opened at
Closed at-
Gain▲ 96.42%

Bio

Performance

22.71%0-22.71%
▲ 7.60%
▲ 2.30%
▼ 4.58%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 22.71%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.07%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 5.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.00%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 8.13%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▼ 4.58%
▲ 2.76%▲ 2.05%▲ 9.02%
▲ 12.88%▲ 3.56%▲ 22.71%
▲ 10.96%▲ 2.38%▲ 3.07%
▼ 3.58%▲ 0.19%▼ 5.66%
▼ 0.10%▲ 0.08%▼ 2.22%
▲ 4.06%▲ 1.47%▼ 1.00%
▼ 5.01%▼ 2.07%▼ 8.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Okta
7.59%
▼ 11.94%
4
Sell
Jan 30, 2026
Intel
0%
▲ 96.42%
3
Sell
Jan 30, 2026
Albemarle
0%
▲ 92.39%
2
Sell
Jan 30, 2026
Coinbase Global
13.51%
▼ 24.97%
1
Open
Jan 30, 2026
Novo Nordisk
8.01%
▼ 27.07%
1
Open
Jan 30, 2026
Astera Labs, Inc.
0%
▼ 3.29%
4
Sell
Dec 26, 2025
Roundhill Generative AI & Technology ETF
0%
▲ 14.96%
5
Sell
Nov 24, 2025
iShares 20+ Year Treasury Bond ETF
0%
▼ 0.31%
3
Sell
Nov 24, 2025
ProShares Short S&P500
0%
▼ 0.07%
3
Sell
Nov 24, 2025
NICE
25.53%
▼ 9.46%
4
Buy
Nov 19, 2025
IShares Bitcoin Trust Registered
33.37%
▼ 39.14%
4
Buy
Nov 19, 2025
Archer Aviation
12%
▼ 22.34%
4
Buy
Nov 19, 2025
BitMine Immersion Technologies
0%
▼ 15.30%
3
Open
Oct 22, 2025
Merck & Company
0%
▲ 45.12%
3
Sell
Oct 03, 2025
Comstock Resources
0%
▲ 18.76%
6
Sell
Oct 02, 2025
Pony AI Inc. Sponsored ADR
0%
▼ 9.04%
3
Sell
Sep 16, 2025
UnitedHealth
0%
▼ 7.67%
5
Sell
Sep 16, 2025
Nektar Therapeutics
0%
▲ 30.21%
3
Sell
Sep 08, 2025
International Business Machines
0%
▲ 20.26%
3
Sell
Sep 08, 2025
CVS Health
▲ 16.30%
2
Close
Aug 27, 2025