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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #487,955 out of 825,627 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
10.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.51%
6-Month Return-
12-Month Return-
YTD Return▲ 1.95%
Total Return▲ 1.95%

Best Trade

Opened at
Closed at-
Gain▲ 87.45%

Bio

personal/taxable

Performance

14.91%0-14.91%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 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
▲ 10.60%
▲ 3.13%
▼ 0.47%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 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%
▲ 10.60%▲ 3.13%▼ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
2.2%
▼ 64.10%
1
Buy
Aug 21, 2025
Insmed
4.73%
▲ 59.71%
1
Buy
Jul 24, 2025
Bentley Systems
2.95%
▼ 3.28%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
4.81%
▲ 87.45%
1
Buy
May 19, 2025
Airship AI Holdings
2.78%
▲ 14.70%
1
Buy
May 13, 2025
Aurora Innovation
2.97%
▼ 32.56%
1
Buy
May 12, 2025