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New Portfolio Aug 2025 - New Portfolio

New Portfolio Aug 2025
Individual Investor
Ranked #365,586 out of 827,859 TipRanks' Investors
Success Rate
73%
11 out of 15
profitable transactions
Average Return
5.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.65%
6-Month Return-
12-Month Return-
YTD Return▲ 12.93%
Total Return▲ 12.93%

Best Trade

Opened at
Closed at-
Gain▲ 40.51%

Bio

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%
▼ 3.63%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.08%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 0.41%
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%▼ 3.63%
▲ 12.88%▲ 3.56%▲ 5.94%
▲ 10.96%▲ 2.38%▲ 11.08%
▼ 1.52%▼ 0.09%▼ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.49%
▼ 12.03%
2
Buy
Aug 13, 2025
Apple
6.91%
▲ 20.63%
2
Buy
Aug 12, 2025
Microsoft
▲ 1.43%
2
Close
Aug 12, 2025
SPDR S&P 500 ETF Trust
14.95%
▲ 7.13%
2
Buy
Aug 12, 2025
Amazon
4.86%
▲ 12.48%
1
Open
Aug 12, 2025
Vanguard S&P 500 ETF
16.55%
▲ 6.59%
1
Open
Aug 12, 2025
Snowflake
9.72%
▲ 40.51%
1
Open
Aug 12, 2025
Intuit
6.09%
▼ 8.12%
1
Open
Aug 12, 2025
Flutter Entertainment PLC
5.69%
▼ 19.60%
1
Open
Aug 12, 2025
State Street SPDR Portfolio S&P 500 ETF
14.93%
▲ 6.56%
1
Open
Aug 12, 2025
Invesco QQQ Trust
17.86%
▲ 7.28%
1
Open
Aug 12, 2025
BigBearai Holdings
0.94%
▲ 1.51%
1
Open
Aug 12, 2025