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Purchase - New Portfolio
Shen
PurchaseIndividual Investor
Ranked #238,004 out of 849,026 TipRanks' Investors
Success Rate
24 out of 31
profitable transactions
profitable transactions
Average Return
11.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.65%
6-Month Return-
12-Month Return-
YTD Return▲ 0.27%
Total Return▲ 14.03%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 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
▲ 2.78%
▲ 1.51%
▲ 0.27%
Jan 2026
▲ 9.25%▲ 5.14%―
▲ 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%
▲ 2.78%▲ 1.51%▲ 0.27%
Recent Activity
ASML Holding
―
▲ 62.01%
3
Close
Jan 02, 2026
Costco
2.48%
▲ 12.56%
1
Open
Dec 20, 2025
Meta Platforms
5.14%
▼ 10.62%
3
Buy
Nov 14, 2025
SPDR S&P 500 ETF Trust
―
▲ 5.96%
2
Close
Nov 14, 2025
Oracle
1.96%
▼ 26.38%
2
Buy
Nov 14, 2025
Broadcom
8.08%
▲ 14.38%
2
Buy
Sep 02, 2025
CrowdStrike Holdings
1.88%
▲ 8.55%
2
Buy
Sep 02, 2025
Nvidia
21.3%
▲ 6.51%
2
Buy
Sep 02, 2025
Invesco QQQ Trust
8.04%
▲ 9.85%
2
Buy
Sep 02, 2025
Visa
4.07%
▼ 3.56%
2
Buy
Sep 02, 2025
Vanguard S&P 500 ETF
3.46%
▲ 9.45%
2
Buy
Sep 02, 2025
UnitedHealth
1.75%
▲ 26.48%
1
Open
Aug 14, 2025
Apple
5.75%
▲ 17.60%
1
Open
Aug 07, 2025
Amazon
3.7%
▲ 6.74%
1
Open
Aug 07, 2025
Fair Isaac
3.27%
▲ 18.56%
1
Open
Aug 07, 2025
Alphabet Class A
6.89%
▲ 69.60%
1
Open
Aug 07, 2025
HCA Healthcare
7.26%
▲ 30.02%
1
Open
Aug 07, 2025
Intuitive Surgical
4.76%
▲ 15.23%
1
Open
Aug 07, 2025
Microsoft
5.91%
▼ 12.01%
1
Open
Aug 07, 2025
Oscar Health
2.84%
▲ 14.91%
1
Open
Aug 07, 2025