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New Portfolio Aug 2025 - New Portfolio

New Portfolio Aug 2025
Individual Investor
Ranked #636,685 out of 851,848 TipRanks' Investors
Success Rate
67%
10 out of 15
profitable transactions
Average Return
-3.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.28%
6-Month Return-
12-Month Return-
YTD Return▼ 4.45%
Total Return▲ 5.23%

Best Trade

Opened at
Closed at-
Gain▲ 13.80%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.63%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.08%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 5.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.17%
Dec 2025
▲ 5.86%
▲ 1.78%
▼ 4.45%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▼ 3.63%
▲ 12.88%▲ 3.56%▲ 5.94%
▲ 10.96%▲ 2.38%▲ 11.08%
▼ 3.58%▲ 0.19%▼ 5.87%
▼ 0.10%▲ 0.08%▲ 3.17%
▲ 5.86%▲ 1.78%▼ 4.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.3%
▼ 27.41%
2
Buy
Aug 13, 2025
Apple
6.86%
▲ 13.19%
2
Buy
Aug 12, 2025
Microsoft
▲ 1.43%
2
Close
Aug 12, 2025
SPDR S&P 500 ETF Trust
16.07%
▲ 9.19%
2
Buy
Aug 12, 2025
Amazon
4.99%
▲ 9.15%
1
Open
Aug 12, 2025
Vanguard S&P 500 ETF
17.8%
▲ 8.65%
1
Open
Aug 12, 2025
Snowflake
7.56%
▲ 3.27%
1
Open
Aug 12, 2025
Intuit
4.95%
▼ 29.24%
1
Open
Aug 12, 2025
Flutter Entertainment PLC
4.38%
▼ 41.49%
1
Open
Aug 12, 2025
State Street SPDR Portfolio S&P 500 ETF
16.06%
▲ 8.62%
1
Open
Aug 12, 2025
Invesco QQQ Trust
19.13%
▲ 8.78%
1
Open
Aug 12, 2025
BigBearai Holdings
0.91%
▼ 7.54%
1
Open
Aug 12, 2025