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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #404,989 out of 831,456 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
14.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.29%
6-Month Return-
12-Month Return-
YTD Return▲ 20.00%
Total Return▲ 20.00%

Best Trade

Opened at
Closed at-
Gain▲ 122.52%

Bio

Long investment

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%
▲ 1.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 6.60%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 4.16%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 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%
▼ 3.44%▲ 0.19%▼ 6.60%
▲ 1.44%▲ 0.34%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
5.76%
▼ 11.20%
2
Buy
Oct 28, 2025
Alphabet Class A
8.74%
▲ 40.05%
2
Buy
Oct 28, 2025
Nvidia
21.54%
▼ 4.53%
2
Buy
Oct 28, 2025
Microsoft
7.26%
▼ 8.89%
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%
▼ 21.89%
1
Open
Oct 28, 2025
Applied Digital Corporation
0.55%
▲ 64.62%
3
Buy
Sep 25, 2025
Digital Turbine
▲ 24.48%
2
Close
Sep 24, 2025
Apple
30.81%
▲ 21.66%
2
Buy
Aug 15, 2025
Amazon
12.78%
▲ 3.72%
1
Open
Aug 09, 2025
Tesla
6.31%
▲ 34.21%
1
Open
Aug 09, 2025
Costco
0.84%
▼ 9.39%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.39%
▲ 20.07%
1
Open
Aug 09, 2025
CoreWeave
0.16%
▼ 36.83%
1
Open
Aug 09, 2025
Intuitive Surgical
1.43%
▲ 21.93%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.3%
▲ 88.98%
1
Open
Aug 09, 2025
Palantir Technologies
1.07%
▼ 0.50%
1
Open
Aug 09, 2025
SoFi
0.05%
▲ 23.91%
1
Open
Aug 09, 2025