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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #429,798 out of 821,453 TipRanks' Investors
Success Rate
55%
12 out of 22
profitable transactions
Average Return
13.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.69%
6-Month Return-
12-Month Return-
YTD Return▲ 14.24%
Total Return▲ 14.24%

Best Trade

Opened at
Closed at-
Gain▲ 89.09%

Bio

Long investment

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.14%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 1.72%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 11.14%
▲ 1.27%▲ 0.45%▲ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Digital Corporation
0.49%
▲ 39.89%
3
Buy
Sep 25, 2025
Cadence Design
0.01%
▼ 1.08%
1
Open
Sep 25, 2025
Digital Turbine
▲ 24.48%
2
Close
Sep 24, 2025
Apple
29.78%
▲ 12.49%
2
Buy
Aug 15, 2025
Amazon
12.76%
▼ 0.81%
1
Open
Aug 09, 2025
Meta Platforms
5.54%
▼ 7.16%
1
Open
Aug 09, 2025
Alphabet Class A
6.96%
▲ 22.17%
1
Open
Aug 09, 2025
Nvidia
23.14%
▲ 3.06%
1
Open
Aug 09, 2025
Microsoft
8.1%
▼ 0.68%
1
Open
Aug 09, 2025
Tesla
6.23%
▲ 26.78%
1
Open
Aug 09, 2025
Builders Firstsource
0.25%
▼ 0.16%
1
Open
Aug 09, 2025
Carrier Global
0.62%
▼ 8.06%
1
Open
Aug 09, 2025
Costco
0.9%
▼ 7.42%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.39%
▲ 14.88%
1
Open
Aug 09, 2025
CoreWeave
0.26%
▼ 3.57%
1
Open
Aug 09, 2025
Intuitive Surgical
1.17%
▼ 4.13%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.3%
▲ 79.50%
1
Open
Aug 09, 2025
Palantir Technologies
1.06%
▼ 5.26%
1
Open
Aug 09, 2025
SoFi
0.05%
▲ 12.58%
1
Open
Aug 09, 2025