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New Portfolio Jul 2025 - New Portfolio

New Portfolio Jul 2025
Individual Investor
Ranked #320,948 out of 813,300 TipRanks' Investors
Success Rate
62%
38 out of 61
profitable transactions
Average Return
2.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return-
12-Month Return-
YTD Return▲ 3.14%
Total Return▲ 3.14%

Best Trade

Opened at
Closed at-
Gain▲ 59.14%

Bio

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 27.91%
▲ 2.30%
▲ 1.74%
Jul 2025
▲ 7.52%
▲ 2.03%
▲ 1.37%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.91%▲ 2.30%▲ 1.74%
▲ 7.52%▲ 2.03%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Natural
▼ 4.50%
3
Close
Aug 11, 2025
LandBridge Company LLC Class A
1.38%
▲ 1.82%
2
Buy
Aug 11, 2025
Canadian Natural
0.82%
▲ 0.07%
1
Open
Aug 11, 2025
AllianceBernstein
2.82%
▲ 0.59%
2
Buy
Aug 10, 2025
TSMC
3.22%
▼ 0.17%
2
Buy
Aug 10, 2025
Laurentian Bank
▼ 0.40%
2
Close
Aug 10, 2025
Super Micro Computer
0.61%
▼ 5.18%
2
Buy
Aug 10, 2025
Cohen & Steers REIT and Preferred and Income Fund Inc
10.15%
▼ 0.76%
2
Buy
Aug 10, 2025
Prologis
▼ 5.14%
2
Close
Aug 10, 2025
Pfizer
3.18%
▲ 1.66%
2
Buy
Aug 10, 2025
Opera
1.17%
▼ 0.37%
2
Buy
Aug 10, 2025
Nvidia
7.2%
▲ 2.13%
2
Buy
Aug 10, 2025
NewLake Capital Partners
0.79%
▲ 5.64%
2
Buy
Aug 10, 2025
MPLX
8.72%
▼ 1.16%
2
Buy
Aug 10, 2025
IShares Bitcoin Trust Registered
0.46%
▲ 3.24%
2
Buy
Aug 10, 2025
HASI
▼ 7.80%
2
Close
Aug 10, 2025
Energy Transfer
10.36%
▲ 1.25%
2
Buy
Aug 10, 2025
Enterprise Products Partners
7.85%
▲ 1.77%
2
Buy
Aug 10, 2025
Clearway Energy
0.83%
▼ 3.17%
2
Buy
Aug 10, 2025
Coinbase Global
0.63%
▼ 7.63%
2
Buy
Aug 10, 2025