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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #392,272 out of 816,908 TipRanks' Investors
Success Rate
67%
4 out of 6
profitable transactions
Average Return
20.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.46%
6-Month Return-
12-Month Return-
YTD Return▲ 16.02%
Total Return▲ 16.02%

Best Trade

Opened at
Closed at-
Gain▲ 113.02%

Bio

personal/taxable

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%
▼ 6.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.40%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 14.91%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.40%
Aug 2025
▲ 1.37%
▲ 0.34%
▲ 1.02%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▼ 6.44%
▲ 6.24%▲ 5.14%▲ 0.40%
▲ 27.87%▲ 2.30%▲ 14.91%
▲ 4.87%▲ 2.05%▲ 6.40%
▲ 1.37%▲ 0.34%▲ 1.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
5.64%
▼ 4.30%
1
Buy
Aug 21, 2025
Insmed
4%
▲ 40.20%
1
Buy
Jul 24, 2025
Bentley Systems
2.96%
▲ 0.82%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
5.26%
▲ 113.02%
1
Buy
May 19, 2025
Airship AI Holdings
2.37%
▲ 1.49%
1
Buy
May 13, 2025
Aurora Innovation
3.16%
▼ 25.68%
1
Buy
May 12, 2025