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New Portfolio Jul 2025 - New Portfolio

New Portfolio Jul 2025
Individual Investor
Ranked #447,161 out of 816,888 TipRanks' Investors
Success Rate
53%
32 out of 61
profitable transactions
Average Return
1.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.73%
6-Month Return-
12-Month Return-
YTD Return▲ 2.21%
Total Return▲ 2.21%

Best Trade

Opened at
Closed at-
Gain▲ 57.13%

Bio

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 1.74%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 1.00%
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%
▲ 27.87%▲ 2.30%▲ 1.74%
▲ 4.87%▲ 2.05%▼ 0.53%
▲ 1.52%▲ 0.34%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CommScope Holding
▲ 1.71%
2
Close
Aug 15, 2025
Canadian Natural
▼ 4.50%
3
Close
Aug 11, 2025
LandBridge Company LLC Class A
1.39%
▲ 1.89%
2
Buy
Aug 11, 2025
Canadian Natural
0.84%
▲ 1.47%
1
Open
Aug 11, 2025
AllianceBernstein
2.68%
▼ 4.92%
2
Buy
Aug 10, 2025
TSMC
3.26%
▲ 0.65%
2
Buy
Aug 10, 2025
Laurentian Bank
▲ 0.90%
2
Close
Aug 10, 2025
Super Micro Computer
0.54%
▼ 16.83%
2
Buy
Aug 10, 2025
Cohen & Steers REIT and Preferred and Income Fund Inc
10.28%
▼ 0.17%
2
Buy
Aug 10, 2025
Prologis
▼ 5.14%
2
Close
Aug 10, 2025
Pfizer
3.16%
▲ 0.53%
2
Buy
Aug 10, 2025
Opera
1.28%
▲ 7.92%
2
Buy
Aug 10, 2025
Nvidia
6.67%
▼ 6.06%
2
Buy
Aug 10, 2025
NewLake Capital Partners
0.74%
▼ 2.55%
2
Buy
Aug 10, 2025
MPLX
8.92%
▲ 0.45%
2
Buy
Aug 10, 2025
IShares Bitcoin Trust Registered
0.42%
▼ 6.25%
2
Buy
Aug 10, 2025
HASI
▼ 7.80%
2
Close
Aug 10, 2025
Energy Transfer
10.37%
▲ 0.68%
2
Buy
Aug 10, 2025
Enterprise Products Partners
7.88%
▲ 1.54%
2
Buy
Aug 10, 2025
Clearway Energy
0.81%
▼ 4.56%
2
Buy
Aug 10, 2025