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Purchase - New Portfolio
Shen
PurchaseIndividual Investor
Ranked #419,358 out of 852,708 TipRanks' Investors
Success Rate
18 out of 31
profitable transactions
profitable transactions
Average Return
4.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.12%
6-Month Return-
12-Month Return-
YTD Return▼ 7.54%
Total Return▲ 5.15%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
―
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.38%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.33%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.15%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.53%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 6.10%
Feb 2026
▲ 7.60%▲ 2.30%―
▲ 2.76%▲ 2.05%▲ 4.38%
▲ 12.88%▲ 3.56%▲ 7.01%
▲ 10.96%▲ 2.38%▲ 5.33%
▼ 3.58%▲ 0.19%▼ 1.15%
▼ 0.10%▲ 0.08%▼ 2.21%
▲ 4.06%▲ 1.47%▼ 1.53%
▼ 5.01%▼ 2.07%▼ 6.10%
Recent Activity
ASML Holding
―
▲ 62.01%
3
Close
Jan 02, 2026
Costco
2.72%
▲ 16.55%
1
Open
Dec 20, 2025
Meta Platforms
5.9%
▼ 3.51%
3
Buy
Nov 14, 2025
SPDR S&P 500 ETF Trust
―
▲ 5.96%
2
Close
Nov 14, 2025
Oracle
1.5%
▼ 47.08%
2
Buy
Nov 14, 2025
Broadcom
7.77%
▲ 3.54%
2
Buy
Sep 02, 2025
CrowdStrike Holdings
1.66%
▼ 10.02%
2
Buy
Sep 02, 2025
Nvidia
20.81%
▼ 2.13%
2
Buy
Sep 02, 2025
Invesco QQQ Trust
8.21%
▲ 5.48%
2
Buy
Sep 02, 2025
Visa
4.35%
▼ 3.16%
2
Buy
Sep 02, 2025
Vanguard S&P 500 ETF
3.6%
▲ 7.12%
2
Buy
Sep 02, 2025
UnitedHealth
1.48%
▲ 0.21%
1
Open
Aug 14, 2025
Apple
6.53%
▲ 25.66%
1
Open
Aug 07, 2025
Amazon
3.68%
▼ 0.20%
1
Open
Aug 07, 2025
Fair Isaac
2.99%
▲ 1.78%
1
Open
Aug 07, 2025
Alphabet Class A
7.29%
▲ 68.82%
1
Open
Aug 07, 2025
HCA Healthcare
8.2%
▲ 38.07%
1
Open
Aug 07, 2025
Intuitive Surgical
4.46%
▲ 1.39%
1
Open
Aug 07, 2025
Microsoft
5.42%
▼ 24.15%
1
Open
Aug 07, 2025
Oscar Health
2.17%
▼ 17.48%
1
Open
Aug 07, 2025