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New Portfolio Jul 2025 - New Portfolio

PerformancePortfolio Details

BigO

New Portfolio Jul 2025
Individual Investor
Ranked #472,003 out of 858,889 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
1.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return▲ 5.34%
12-Month Return-
YTD Return▲ 1.03%
Total Return▲ 0.78%

Best Trade

AssetVanEck Semi... (SMH)
Opened at
Closed at-
Gain▲ 50.39%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.46%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.47%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.22%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.72%
▲ 10.96%▲ 2.38%▲ 0.07%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▼ 0.21%
▲ 4.06%▲ 1.47%▲ 3.46%
▼ 1.12%▼ 0.86%▲ 1.07%
▲ 0.60%▼ 4.94%▼ 5.47%
▲ 4.89%▲ 4.48%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CPA
Copa Holdings
―
▲ 1.04%
2
Close
Aug 05, 2025
TROW
T Rowe Price
14.3%
▼ 9.95%
1
Open
Aug 05, 2025
BXSL
Blackstone Secured Lending Fund
12.87%
▼ 19.72%
1
Open
Jul 31, 2025
EDIV
SPDR S&P Emerging Markets Dividend ETF
1.6%
▲ 9.68%
1
Open
Jul 28, 2025
SJM
JM Smucker
14.92%
▼ 13.83%
1
Open
Jul 27, 2025
CIM
Chimera Investment
17.75%
▲ 5.83%
1
Open
Jul 27, 2025
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
19.31%
▲ 8.75%
1
Open
Jul 27, 2025
ARCC
Ares Capital
14.14%
▼ 14.36%
1
Open
Jul 27, 2025
SMH
VanEck Semiconductor ETF
5.12%
▲ 50.39%
1
Open
Jul 27, 2025