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Personal -4340 - New Portfolio

Ed Weiss

Personal -4340
Individual Investor
Ranked #555,231 out of 836,062 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
-3.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.92%
6-Month Return▼ 9.60%
12-Month Return-
YTD Return▲ 3.13%
Total Return▼ 12.49%

Best Trade

Opened at
Closed at-
Gain▲ 74.62%

Bio

personal/taxable

Performance

14.91%0-14.91%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 11.43%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 9.01%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 3.13%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▼ 11.43%
▼ 0.10%▲ 0.08%▼ 9.01%
▲ 0.97%▲ 1.11%▲ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CEA Industries
1.66%
▼ 73.62%
1
Buy
Aug 21, 2025
Insmed
5%
▲ 64.52%
1
Buy
Jul 24, 2025
Bentley Systems
2.34%
▼ 25.22%
1
Buy
Jun 30, 2025
Astera Labs, Inc.
4.6%
▲ 74.62%
1
Buy
May 19, 2025
Airship AI Holdings
1.92%
▼ 23.06%
1
Buy
May 13, 2025
Aurora Innovation
2.74%
▼ 39.43%
1
Buy
May 12, 2025