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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #528,384 out of 829,253 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
-5.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 20.44%
6-Month Return▼ 12.28%
12-Month Return-
YTD Return▼ 19.22%
Total Return▼ 19.22%

Best Trade

Opened at
Closed at-
Gain▲ 92.90%

Bio

personal/taxable

Performance

23.28%0-23.28%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 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
▼ 6.45%
▼ 4.33%
▼ 23.28%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 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%
▼ 6.45%▼ 4.33%▼ 23.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
1.55%
▼ 75.54%
1
Buy
Aug 21, 2025
Insmed
5.89%
▲ 92.90%
1
Buy
Jul 24, 2025
Bentley Systems
2.36%
▼ 24.89%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
4.11%
▲ 55.19%
1
Buy
May 19, 2025
Airship AI Holdings
1.81%
▼ 27.54%
1
Buy
May 13, 2025
Aurora Innovation
2.22%
▼ 51.10%
1
Buy
May 12, 2025