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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #497,599 out of 852,569 TipRanks' Investors
Success Rate
44%
12 out of 27
profitable transactions
Average Return
8.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.11%
6-Month Return-
12-Month Return-
YTD Return▼ 0.97%
Total Return▲ 12.78%

Best Trade

Opened at
Closed at-
Gain▲ 124.80%

Bio

Long investment

Performance

12.88%0-12.88%
▲ 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%
▼ 6.77%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.98%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.97%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 4.75%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 6.77%
▼ 0.10%▲ 0.08%▼ 0.98%
▲ 4.06%▲ 1.47%▲ 3.97%
▼ 5.01%▼ 2.07%▼ 4.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
5.92%
▼ 11.71%
2
Buy
Oct 28, 2025
Alphabet Class A
9.37%
▲ 45.27%
2
Buy
Oct 28, 2025
Nvidia
21.29%
▼ 8.83%
2
Buy
Oct 28, 2025
Microsoft
6.44%
▼ 21.89%
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%
▼ 50.37%
1
Open
Oct 28, 2025
Applied Digital Corporation
0.58%
▲ 66.31%
3
Buy
Sep 25, 2025
Digital Turbine
▲ 24.48%
2
Close
Sep 24, 2025
Apple
31.62%
▲ 20.66%
2
Buy
Aug 15, 2025
Amazon
13.42%
▲ 5.28%
1
Open
Aug 09, 2025
Tesla
5.83%
▲ 19.76%
1
Open
Aug 09, 2025
Costco
0.95%
▼ 0.78%
1
Open
Aug 09, 2025
CrowdStrike Holdings
2.01%
▼ 2.60%
1
Open
Aug 09, 2025
CoreWeave
0.16%
▼ 41.01%
1
Open
Aug 09, 2025
Intuitive Surgical
1.23%
▲ 1.41%
1
Open
Aug 09, 2025
Jumia Technologies AG
0.3%
▲ 77.17%
1
Open
Aug 09, 2025
Palantir Technologies
0.85%
▼ 23.62%
1
Open
Aug 09, 2025
SoFi
0.04%
▼ 7.45%
1
Open
Aug 09, 2025