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Individual - TOD - New Portfolio

Individual - TOD
Individual Investor
Ranked #71,431 out of 818,098 TipRanks' Investors
Success Rate
78%
54 out of 69
profitable transactions
Average Return
20.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.14%
6-Month Return▲ 42.16%
12-Month Return-
YTD Return▲ 36.65%
Total Return▲ 58.01%

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

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 7.42%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.82%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.86%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.82%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 6.18%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.29%
Aug 2025
▲ 8.72%
▲ 1.92%
▲ 1.27%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.42%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 1.84%▼ 0.87%▲ 5.82%
▲ 12.20%▲ 6.28%▲ 14.86%
▲ 6.24%▲ 5.14%▲ 13.82%
▲ 27.87%▲ 2.30%▲ 6.18%
▲ 4.87%▲ 2.05%▼ 0.29%
▲ 8.72%▲ 1.92%▲ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chime Financial, Inc. Class A
0.79%
0.00%
1
Buy
Sep 12, 2025
Affirm Holdings
1.39%
0.00%
1
Buy
Sep 12, 2025
BellRing Brands
1.91%
0.00%
1
Buy
Sep 12, 2025
Aeva Technologies
0.8%
▲ 0.25%
1
Buy
Sep 11, 2025
Synopsys
0.85%
▲ 0.37%
1
Buy
Sep 11, 2025
Figma, Inc. Class A
0.89%
▼ 2.83%
1
Buy
Sep 11, 2025
BWX Technologies
▲ 37.12%
6
Sell
Sep 04, 2025
Arbor Realty
0.86%
▼ 3.84%
2
Buy
Aug 30, 2025
GE Vernova Inc.
0.01%
▲ 58.97%
5
Sell
Aug 30, 2025
Marvell
0.01%
▲ 12.84%
5
Sell
Aug 30, 2025
Meta Platforms
3.79%
▲ 18.77%
5
Sell
Aug 30, 2025
Rocket Lab USA
▲ 145.88%
2
Sell
Aug 29, 2025
United Micro
1.02%
▲ 1.20%
1
Buy
Aug 29, 2025
Caesars Entertainment
▼ 5.97%
2
Sell
Aug 28, 2025
Alphabet Class A
▲ 24.47%
8
Sell
Aug 28, 2025
Mind Medicine
▲ 23.13%
2
Close
Aug 27, 2025
Advanced Micro Devices
▲ 81.12%
3
Sell
Aug 27, 2025
Lemonade
▲ 42.57%
2
Close
Aug 23, 2025
Sagimet Biosciences, Inc. Class A
▲ 30.32%
2
Close
Aug 23, 2025
Intuitive Machines
▲ 12.57%
2
Sell
Aug 23, 2025