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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #425,702 out of 818,099 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
6.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.19%
6-Month Return-
12-Month Return-
YTD Return▲ 6.63%
Total Return▲ 6.63%

Best Trade

Opened at
Closed at-
Gain▲ 53.88%

Bio

Long investment

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.87%
▲ 2.30%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 7.12%
▲ 1.92%
▲ 5.51%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.87%▲ 2.30%
▲ 4.87%▲ 2.05%▲ 1.06%
▲ 7.12%▲ 1.92%▲ 5.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
28.23%
▲ 2.05%
2
Buy
Aug 15, 2025
Amazon
13.86%
▲ 3.10%
1
Open
Aug 09, 2025
Meta Platforms
6.16%
▼ 1.34%
1
Open
Aug 09, 2025
Alphabet Class A
7.14%
▲ 19.91%
1
Open
Aug 09, 2025
Nvidia
22.92%
▼ 2.32%
1
Open
Aug 09, 2025
Microsoft
8.35%
▼ 2.11%
1
Open
Aug 09, 2025
Tesla
5.99%
▲ 16.79%
1
Open
Aug 09, 2025
Applied Digital Corporation
0.08%
▲ 33.14%
1
Open
Aug 09, 2025
Digital Turbine
0.25%
▲ 7.69%
1
Open
Aug 09, 2025
Builders Firstsource
0.29%
▲ 10.85%
1
Open
Aug 09, 2025
Carrier Global
0.66%
▼ 4.95%
1
Open
Aug 09, 2025
Costco
0.99%
▼ 2.11%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.22%
▲ 2.27%
1
Open
Aug 09, 2025
CoreWeave
0.23%
▼ 19.90%
1
Open
Aug 09, 2025
Intuitive Surgical
1.22%
▼ 4.70%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.27%
▲ 53.88%
1
Open
Aug 09, 2025
Palantir Technologies
1.1%
▼ 6.16%
1
Open
Aug 09, 2025
SoFi
0.05%
▲ 18.42%
1
Open
Aug 09, 2025