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Individual - TOD - New Portfolio

Individual - TOD
Individual Investor
Ranked #137,377 out of 825,071 TipRanks' Investors
Success Rate
68%
72 out of 106
profitable transactions
Average Return
15.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.42%
6-Month Return▲ 48.08%
12-Month Return▲ 62.63%
YTD Return▲ 45.44%
Total Return▲ 68.18%

Best Trade

Opened at
Closed at
Gain▲ 145.88%

Bio

FOCUS ON FUTURE AND MARKET APPRECIATION. I looking to get 20% min in 6-12m. Strive to beat the SP500 and being near the top. Learning Every day! I like to be diversified.

Performance

14.86%0-14.86%
▼ 6.38%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 5.82%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.86%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.82%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.18%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.29%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.11%
Sep 2025
▲ 7.77%
▲ 1.66%
▲ 1.58%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.91%
▲ 0.80%▼ 0.87%▲ 5.82%
▲ 11.63%▲ 6.28%▲ 14.86%
▲ 9.25%▲ 5.14%▲ 13.82%
▲ 7.60%▲ 2.30%▲ 6.18%
▲ 2.76%▲ 2.05%▼ 0.29%
▲ 12.88%▲ 3.56%▲ 6.11%
▲ 7.77%▲ 1.66%▲ 1.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
2.78%
▲ 3.25%
3
Buy
Oct 18, 2025
HASI
1.08%
▼ 2.47%
2
Buy
Oct 18, 2025
Arbor Realty
▼ 6.38%
3
Sell
Oct 12, 2025
ARM Holdings PLC ADR
▲ 3.08%
2
Sell
Oct 12, 2025
GE Vernova Inc.
▲ 53.63%
6
Sell
Oct 12, 2025
Super Micro Computer
▲ 33.96%
2
Sell
Oct 12, 2025
Meta Platforms
▲ 7.10%
7
Sell
Oct 12, 2025
Coinbase Global
▲ 10.40%
2
Close
Oct 12, 2025
Anheuser-Busch Inbev Sa
▲ 0.40%
2
Close
Oct 12, 2025
Perspective Therapeutics
0.5%
▼ 14.81%
1
Buy
Oct 06, 2025
DraftKings
2.44%
▼ 9.12%
2
Buy
Oct 04, 2025
Albemarle
0.48%
▲ 9.15%
2
Buy
Oct 02, 2025
Ares Capital
0.41%
▼ 2.30%
2
Buy
Oct 01, 2025
Lockheed Martin
0.92%
▲ 4.63%
4
Buy
Sep 30, 2025
Autolus Therapeutics
1.7%
▲ 4.06%
2
Buy
Sep 30, 2025
Clearwater Analytics Holdings
1.05%
▲ 5.56%
1
Buy
Sep 30, 2025
Builders Firstsource
0.92%
▲ 3.73%
1
Buy
Sep 29, 2025
Accenture
0.69%
▲ 3.67%
1
Buy
Sep 26, 2025
CAVA Group, Inc.
0.71%
▲ 1.68%
1
Buy
Sep 25, 2025
Inspire Medical Systems
2.44%
▼ 16.60%
3
Buy
Sep 24, 2025