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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #517,558 out of 832,231 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
5.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.55%
6-Month Return▲ 2.89%
12-Month Return-
YTD Return▼ 5.85%
Total Return▼ 5.85%

Best Trade

Opened at
Closed at-
Gain▲ 93.53%

Bio

personal/taxable

Performance

14.91%0-14.91%
▲ 11.64%
▲ 6.28%
▼ 6.44%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.40%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 10.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.79%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 11.43%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 0.96%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▼ 6.44%
▲ 9.25%▲ 5.14%▲ 0.40%
▲ 7.60%▲ 2.30%▲ 14.91%
▲ 2.76%▲ 2.05%▲ 6.40%
▲ 12.88%▲ 3.56%▼ 10.82%
▲ 10.96%▲ 2.38%▲ 2.79%
▼ 3.44%▲ 0.19%▼ 11.43%
▲ 2.00%▲ 0.85%▲ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
2.1%
▼ 66.01%
1
Buy
Aug 21, 2025
Insmed
5.64%
▲ 88.65%
1
Buy
Jul 24, 2025
Bentley Systems
2.37%
▼ 22.96%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
5.01%
▲ 93.53%
1
Buy
May 19, 2025
Airship AI Holdings
1.89%
▼ 22.59%
1
Buy
May 13, 2025
Aurora Innovation
2.66%
▼ 40.21%
1
Buy
May 12, 2025