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New Portfolio Aug 2025 - New Portfolio
Moshe Simon
New Portfolio Aug 2025Individual Investor
Ranked #116,726 out of 819,164 TipRanks' Investors
Success Rate
56 out of 71
profitable transactions
profitable transactions
Average Return
5.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.81%
6-Month Return-
12-Month Return-
YTD Return▲ 5.48%
Total Return▲ 5.48%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
―
May 2025
▲ 6.24%
▲ 5.14%
―
Jun 2025
▲ 27.92%
▲ 2.30%
―
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.80%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 3.62%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%―
▲ 27.92%▲ 2.30%―
▲ 4.87%▲ 2.05%▲ 1.80%
▲ 10.49%▲ 3.18%▲ 3.62%
Recent Activity
Novavax
0%
▲ 11.81%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 7.03%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▼ 6.34%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 10.76%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 5.52%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 3.75%
1
Open
Aug 25, 2025
Apple
2.31%
▲ 6.48%
1
Open
Aug 19, 2025
Microsoft
4.15%
▲ 1.77%
1
Open
Aug 19, 2025
Netflix
1.83%
▲ 1.06%
1
Open
Aug 19, 2025
ServiceNow
0.17%
▲ 8.39%
1
Open
Aug 19, 2025
Insight Enterprises
0.65%
▼ 9.70%
1
Open
Aug 19, 2025
Nvidia
0.76%
▲ 0.59%
1
Open
Aug 19, 2025
Old Dominion Freight
0.5%
▼ 8.85%
1
Open
Aug 19, 2025
Oracle
1.6%
▲ 31.56%
1
Open
Aug 19, 2025
Palantir Technologies
1.27%
▲ 15.62%
1
Open
Aug 19, 2025
Eplus
1.08%
▲ 2.92%
1
Open
Aug 19, 2025
Qualcomm
0.35%
▲ 7.39%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.37%
▲ 6.32%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.36%
▲ 4.30%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.08%
▲ 3.49%
1
Open
Aug 19, 2025