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New Portfolio Jul 2025 - New Portfolio

BigO

New Portfolio Jul 2025
Individual Investor
Ranked #495,526 out of 812,326 TipRanks' Investors
Success Rate
22%
2 out of 9
profitable transactions
Average Return
-1.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.31%
6-Month Return-
12-Month Return-
YTD Return▼ 1.31%
Total Return▼ 1.31%

Best Trade

Opened at
Closed at-
Gain▲ 2.07%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 27.86%
▲ 2.30%
▼ 1.10%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.21%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.86%▲ 2.30%▼ 1.10%
▲ 0.42%▲ 0.11%▼ 0.21%

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
14.85%
▼ 1.51%
1
Open
Aug 05, 2025
Blackstone Secured Lending Fund
15.31%
▼ 4.53%
1
Open
Jul 31, 2025
SPDR S&P Emerging Markets Dividend ETF
1.37%
▼ 0.03%
1
Open
Jul 28, 2025
JM Smucker
16.63%
▲ 2.07%
1
Open
Jul 27, 2025
Chimera Investment
16.15%
▼ 3.97%
1
Open
Jul 27, 2025
SPDR Portfolio S&P 500 High Dividend ETF
16.59%
▼ 1.08%
1
Open
Jul 27, 2025
Ares Capital
15.98%
▼ 1.37%
1
Open
Jul 27, 2025
VanEck Semiconductor ETF
3.12%
▼ 0.10%
1
Open
Jul 27, 2025