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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #404,727 out of 813,701 TipRanks' Investors
Success Rate
60%
3 out of 5
profitable transactions
Average Return
25.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.04%
6-Month Return-
12-Month Return-
YTD Return▲ 19.20%
Total Return▲ 19.20%

Best Trade

Opened at
Closed at-
Gain▲ 107.06%

Bio

personal/taxable

Performance

27.89%0-27.89%
▲ 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%
▼ 6.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.40%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 14.91%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 10.43%
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%▼ 6.44%
▲ 6.24%▲ 5.14%▲ 0.40%
▲ 27.89%▲ 2.30%▲ 14.91%
▲ 6.85%▲ 1.80%▲ 10.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Insmed
3.51%
▲ 23.48%
1
Buy
Jul 24, 2025
Bentley Systems
2.92%
▼ 0.41%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
5.1%
▲ 107.06%
1
Buy
May 19, 2025
Airship AI Holdings
2.71%
▲ 16.59%
1
Buy
May 13, 2025
Aurora Innovation
3.51%
▼ 17.12%
1
Buy
May 12, 2025