New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #450,583 out of 828,551 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
5.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.30%
6-Month Return-
12-Month Return-
YTD Return▲ 9.38%
Total Return▲ 9.38%

Best Trade

Opened at
Closed at-
Gain▲ 63.47%

Bio

Long investment

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.64%
▲ 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
▼ 4.74%
▼ 1.47%
▼ 11.33%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.64%▲ 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%
▼ 4.74%▼ 1.47%▼ 11.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
5.29%
▼ 20.61%
2
Buy
Oct 28, 2025
Alphabet Class A
7.96%
▲ 24.24%
2
Buy
Oct 28, 2025
Nvidia
22.65%
▼ 2.34%
2
Buy
Oct 28, 2025
Microsoft
7.84%
▼ 4.48%
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%
▼ 34.93%
1
Open
Oct 28, 2025
Applied Digital Corporation
0.42%
▲ 20.93%
3
Buy
Sep 25, 2025
Digital Turbine
▲ 24.48%
2
Close
Sep 24, 2025
Apple
30.37%
▲ 16.72%
2
Buy
Aug 15, 2025
Amazon
13.32%
▲ 5.23%
1
Open
Aug 09, 2025
Tesla
5.83%
▲ 20.61%
1
Open
Aug 09, 2025
Costco
0.88%
▼ 7.57%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.54%
▲ 24.24%
1
Open
Aug 09, 2025
CoreWeave
0.14%
▼ 46.11%
1
Open
Aug 09, 2025
Intuitive Surgical
1.39%
▲ 15.87%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.26%
▲ 57.61%
1
Open
Aug 09, 2025
Palantir Technologies
1.03%
▼ 6.26%
1
Open
Aug 09, 2025
SoFi
0.05%
▲ 20.61%
1
Open
Aug 09, 2025