Purchase - New Portfolio
Shen
PurchaseIndividual Investor
Ranked #433,936 out of 858,889 TipRanks' Investors
Success Rate
18 out of 32
profitable transactions
profitable transactions
Average Return
4.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.30%
6-Month Return▼ 6.82%
12-Month Return-
YTD Return▼ 6.52%
Total Return▲ 6.14%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.30%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.53%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.02%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.56%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.72%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.01%
▲ 10.96%▲ 2.38%▲ 5.30%
▼ 3.68%▲ 0.19%▼ 1.26%
▼ 0.10%▲ 0.08%▼ 2.21%
▲ 4.06%▲ 1.47%▼ 1.53%
▼ 1.12%▼ 0.86%▼ 5.02%
▲ 0.60%▼ 4.94%▼ 4.56%
▲ 4.89%▲ 4.48%▲ 4.72%
Recent Activity
CrowdStrike Holdings
3.14%
▼ 7.77%
3
Buy
Feb 06, 2026
ASML Holding
―
▲ 62.01%
3
Close
Jan 02, 2026
Costco
2.67%
▲ 17.63%
1
Open
Dec 20, 2025
Meta Platforms
5.38%
▼ 9.24%
3
Buy
Nov 14, 2025
SPDR S&P 500 ETF Trust
―
▲ 5.96%
2
Close
Nov 14, 2025
Oracle
1.48%
▼ 46.27%
2
Buy
Nov 14, 2025
Broadcom
9.03%
▲ 24.16%
2
Buy
Sep 02, 2025
Nvidia
22.17%
▲ 7.42%
2
Buy
Sep 02, 2025
Invesco QQQ Trust
8.16%
▲ 8.09%
2
Buy
Sep 02, 2025
Visa
3.9%
▼ 10.26%
2
Buy
Sep 02, 2025
Vanguard S&P 500 ETF
3.5%
▲ 7.72%
2
Buy
Sep 02, 2025
UnitedHealth
1.63%
▲ 14.45%
1
Open
Aug 14, 2025
Apple
5.98%
▲ 18.74%
1
Open
Aug 07, 2025
Amazon
3.82%
▲ 6.83%
1
Open
Aug 07, 2025
Fair Isaac
1.97%
▼ 30.84%
1
Open
Aug 07, 2025
Alphabet Class A
6.78%
▲ 61.79%
1
Open
Aug 07, 2025
HCA Healthcare
7.67%
▲ 33.35%
1
Open
Aug 07, 2025
Intuitive Surgical
4.09%
▼ 4.08%
1
Open
Aug 07, 2025
Microsoft
4.95%
▼ 28.54%
1
Open
Aug 07, 2025
Oscar Health
2.43%
▼ 4.68%
1
Open
Aug 07, 2025