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New Portfolio Aug 2025 - New Portfolio

New Portfolio Aug 2025
Individual Investor
Ranked #377,827 out of 831,248 TipRanks' Investors
Success Rate
73%
11 out of 15
profitable transactions
Average Return
3.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.12%
6-Month Return-
12-Month Return-
YTD Return▲ 8.63%
Total Return▲ 8.63%

Best Trade

Opened at
Closed at-
Gain▲ 23.68%

Bio

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%
▼ 3.63%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.08%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 6.14%
Nov 2025
▲ 0.61%
▲ 0.15%
▲ 2.06%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 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%
▼ 3.44%▲ 0.19%▼ 6.14%
▲ 0.61%▲ 0.15%▲ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.32%
▼ 23.50%
2
Buy
Aug 13, 2025
Apple
7.18%
▲ 23.01%
2
Buy
Aug 12, 2025
Microsoft
▲ 1.43%
2
Close
Aug 12, 2025
SPDR S&P 500 ETF Trust
15.27%
▲ 7.35%
2
Buy
Aug 12, 2025
Amazon
4.56%
▲ 3.45%
1
Open
Aug 12, 2025
Vanguard S&P 500 ETF
16.91%
▲ 6.82%
1
Open
Aug 12, 2025
Snowflake
8.58%
▲ 21.60%
1
Open
Aug 12, 2025
Intuit
6.29%
▼ 6.89%
1
Open
Aug 12, 2025
Flutter Entertainment PLC
5.28%
▼ 26.80%
1
Open
Aug 12, 2025
State Street SPDR Portfolio S&P 500 ETF
15.26%
▲ 6.82%
1
Open
Aug 12, 2025
Invesco QQQ Trust
18.24%
▲ 7.52%
1
Open
Aug 12, 2025
BigBearai Holdings
1.12%
▲ 17.59%
1
Open
Aug 12, 2025