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Purchase - New Portfolio
Shen
PurchaseIndividual Investor
Ranked #198,627 out of 833,681 TipRanks' Investors
Success Rate
25 out of 31
profitable transactions
profitable transactions
Average Return
11.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.25%
6-Month Return-
12-Month Return-
YTD Return▲ 14.71%
Total Return▲ 14.71%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▼ 1.15%
Nov 2025
▲ 1.45%
▲ 0.97%
▼ 1.37%
Dec 2025
▲ 11.63%▲ 6.28%―
▲ 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%
▼ 3.57%▲ 0.19%▼ 1.15%
▲ 1.45%▲ 0.97%▼ 1.37%
Recent Activity
Costco
2.17%
▲ 0.56%
1
Open
Dec 20, 2025
Meta Platforms
5.41%
▼ 4.27%
3
Buy
Nov 14, 2025
SPDR S&P 500 ETF Trust
―
▲ 5.96%
2
Close
Nov 14, 2025
Oracle
1.99%
▼ 24.45%
2
Buy
Nov 14, 2025
ASML Holding
0.54%
▲ 47.82%
2
Buy
Sep 02, 2025
Broadcom
8.09%
▲ 16.48%
2
Buy
Sep 02, 2025
CrowdStrike Holdings
1.95%
▲ 14.23%
2
Buy
Sep 02, 2025
Nvidia
21.18%
▲ 7.74%
2
Buy
Sep 02, 2025
Invesco QQQ Trust
7.91%
▲ 9.91%
2
Buy
Sep 02, 2025
Visa
4.32%
▲ 3.98%
2
Buy
Sep 02, 2025
Vanguard S&P 500 ETF
3.38%
▲ 8.77%
2
Buy
Sep 02, 2025
UnitedHealth
1.65%
▲ 21.20%
1
Open
Aug 14, 2025
Apple
5.96%
▲ 24.04%
1
Open
Aug 07, 2025
Amazon
3.54%
▲ 4.04%
1
Open
Aug 07, 2025
Fair Isaac
3.51%
▲ 29.41%
1
Open
Aug 07, 2025
Alphabet Class A
6.4%
▲ 60.21%
1
Open
Aug 07, 2025
HCA Healthcare
6.99%
▲ 27.39%
1
Open
Aug 07, 2025
Intuitive Surgical
4.99%
▲ 22.89%
1
Open
Aug 07, 2025
Microsoft
6.19%
▼ 6.20%
1
Open
Aug 07, 2025
Oscar Health
2.38%
▼ 2.11%
1
Open
Aug 07, 2025