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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #407,109 out of 848,603 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
17.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.42%
6-Month Return-
12-Month Return-
YTD Return▲ 7.58%
Total Return▲ 22.59%

Best Trade

Opened at
Closed at-
Gain▲ 161.65%

Bio

Long investment

Performance

12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 6.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.98%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 7.58%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 11.14%
▲ 10.96%▲ 2.38%▲ 9.83%
▼ 3.58%▲ 0.19%▼ 6.71%
▼ 0.10%▲ 0.08%▼ 0.98%
▲ 3.61%▲ 1.24%▲ 7.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
5.46%
▼ 16.71%
2
Buy
Oct 28, 2025
Alphabet Class A
9.24%
▲ 46.55%
2
Buy
Oct 28, 2025
Nvidia
22.21%
▼ 2.75%
2
Buy
Oct 28, 2025
Microsoft
7.16%
▼ 11.24%
2
Buy
Oct 28, 2025
Builders Firstsource
▼ 7.31%
2
Close
Oct 28, 2025
Carrier Global
▼ 9.46%
2
Close
Oct 28, 2025
Cadence Design
▼ 2.78%
2
Close
Oct 28, 2025
Veritone
0.01%
▼ 30.43%
1
Open
Oct 28, 2025
Applied Digital Corporation
0.65%
▲ 93.57%
3
Buy
Sep 25, 2025
Digital Turbine
▲ 24.48%
2
Close
Sep 24, 2025
Apple
29.19%
▲ 13.93%
2
Buy
Aug 15, 2025
Amazon
13.66%
▲ 9.62%
1
Open
Aug 09, 2025
Tesla
6.28%
▲ 31.91%
1
Open
Aug 09, 2025
Costco
0.89%
▼ 4.60%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.21%
▲ 9.75%
1
Open
Aug 09, 2025
CoreWeave
0.16%
▼ 37.42%
1
Open
Aug 09, 2025
Intuitive Surgical
1.41%
▲ 19.07%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.34%
▲ 109.78%
1
Open
Aug 09, 2025
Palantir Technologies
1.06%
▼ 2.04%
1
Open
Aug 09, 2025
SoFi
0.05%
▲ 21.05%
1
Open
Aug 09, 2025