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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #598,286 out of 858,889 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
-18.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.52%
6-Month Return▼ 37.23%
12-Month Return-
YTD Return▼ 20.06%
Total Return▼ 32.17%

Best Trade

Opened at
Closed at-
Gain▲ 66.06%

Bio

personal/taxable

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 10.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.79%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 11.43%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 9.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.49%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 9.72%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.92%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.41%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 10.82%
▲ 10.96%▲ 2.38%▲ 2.79%
▼ 3.68%▲ 0.19%▼ 11.43%
▼ 0.10%▲ 0.08%▼ 9.01%
▲ 4.06%▲ 1.47%▼ 4.49%
▼ 1.12%▼ 0.86%▼ 9.72%
▲ 0.60%▼ 4.94%▼ 6.92%
▲ 4.89%▲ 4.48%▼ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
0.79%
▼ 87.77%
1
Buy
Aug 21, 2025
Insmed
4.69%
▲ 49.58%
1
Buy
Jul 24, 2025
Bentley Systems
1.9%
▼ 41.34%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
4.52%
▲ 66.06%
1
Buy
May 19, 2025
Airship AI Holdings
1.25%
▼ 51.14%
1
Buy
May 13, 2025
Aurora Innovation
2.52%
▼ 46.17%
1
Buy
May 12, 2025