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New Portfolio Jul 2025 - New Portfolio

BigO

New Portfolio Jul 2025
Individual Investor
Ranked #585,997 out of 818,742 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
-0.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.00%
6-Month Return-
12-Month Return-
YTD Return▼ 1.11%
Total Return▼ 1.11%

Best Trade

Opened at
Closed at-
Gain▲ 4.75%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 1.10%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.63%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.62%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.91%▲ 2.30%▼ 1.10%
▲ 4.87%▲ 2.05%▲ 1.63%
▲ 8.78%▲ 2.32%▼ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copa Holdings
▲ 1.04%
2
Close
Aug 05, 2025
T Rowe Price
15.2%
▲ 0.46%
1
Open
Aug 05, 2025
Blackstone Secured Lending Fund
14.21%
▼ 12.71%
1
Open
Jul 31, 2025
SPDR S&P Emerging Markets Dividend ETF
1.44%
▲ 3.17%
1
Open
Jul 28, 2025
JM Smucker
16.01%
▼ 2.26%
1
Open
Jul 27, 2025
Chimera Investment
17.23%
▲ 0.94%
1
Open
Jul 27, 2025
SPDR Portfolio S&P 500 High Dividend ETF
17.32%
▲ 1.68%
1
Open
Jul 27, 2025
Ares Capital
15.28%
▼ 5.05%
1
Open
Jul 27, 2025
VanEck Semiconductor ETF
3.32%
▲ 4.75%
1
Open
Jul 27, 2025