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New Portfolio Aug 2025 - New Portfolio

Moshe Simon

New Portfolio Aug 2025
Individual Investor
Ranked #224,482 out of 815,981 TipRanks' Investors
Success Rate
69%
48 out of 70
profitable transactions
Average Return
1.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return-
12-Month Return-
YTD Return▲ 1.80%
Total Return▲ 1.80%

Best Trade

Opened at
Closed at-
Gain▲ 32.00%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 27.87%
▲ 2.30%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 1.80%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.87%▲ 2.30%
▲ 7.88%▲ 2.05%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Information Technology ETF
0%
▲ 0.66%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▲ 1.04%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▲ 2.92%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 0.24%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 6.87%
1
Open
Aug 25, 2025
Apple
2.27%
▲ 0.69%
1
Open
Aug 19, 2025
Microsoft
4.23%
▼ 0.44%
1
Open
Aug 19, 2025
Netflix
1.87%
▼ 0.49%
1
Open
Aug 19, 2025
ServiceNow
0.17%
▲ 3.46%
1
Open
Aug 19, 2025
Insight Enterprises
0.74%
▼ 1.29%
1
Open
Aug 19, 2025
Nvidia
0.78%
▼ 0.83%
1
Open
Aug 19, 2025
Old Dominion Freight
0.56%
▼ 2.47%
1
Open
Aug 19, 2025
Oracle
1.22%
▼ 3.62%
1
Open
Aug 19, 2025
Palantir Technologies
1.14%
▼ 0.66%
1
Open
Aug 19, 2025
Eplus
1.09%
▲ 0.54%
1
Open
Aug 19, 2025
Qualcomm
0.35%
▲ 2.87%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.39%
▲ 3.33%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.39%
▲ 1.09%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.13%
▲ 1.83%
1
Open
Aug 19, 2025
Meta Platforms
5.8%
▼ 1.70%
1
Open
Aug 19, 2025