tiprankstipranks

New Portfolio Aug 2025 - New Portfolio

Moshe Simon

New Portfolio Aug 2025
Individual Investor
Ranked #222,328 out of 858,896 TipRanks' Investors
Success Rate
65%
46 out of 71
profitable transactions
Average Return
12.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.60%
6-Month Return▲ 1.97%
12-Month Return-
YTD Return▼ 3.46%
Total Return▲ 7.68%

Best Trade

Opened at
Closed at-
Gain▲ 550.00%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.57%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.79%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.65%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.31%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.36%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.25%
▲ 10.96%▲ 2.38%▲ 3.57%
▼ 3.68%▲ 0.19%▼ 3.55%
▼ 0.10%▲ 0.08%▲ 4.22%
▲ 4.06%▲ 1.47%▼ 0.79%
▼ 1.12%▼ 0.86%▼ 0.65%
▲ 0.60%▼ 4.94%▼ 4.31%
▲ 4.89%▲ 4.48%▲ 2.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novavax
0%
▲ 4.24%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 7.68%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▼ 3.80%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 26.20%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 0.67%
1
Open
Aug 25, 2025
Fair Isaac
0%
▼ 35.22%
1
Open
Aug 25, 2025
Apple
2.45%
▲ 13.19%
1
Open
Aug 19, 2025
Microsoft
2.98%
▼ 26.99%
1
Open
Aug 19, 2025
Netflix
1.54%
▼ 15.16%
1
Open
Aug 19, 2025
ServiceNow
0.07%
▼ 53.20%
1
Open
Aug 19, 2025
Insight Enterprises
0.38%
▼ 47.83%
1
Open
Aug 19, 2025
Nvidia
0.81%
▲ 7.41%
1
Open
Aug 19, 2025
Old Dominion Freight
0.74%
▲ 35.30%
1
Open
Aug 19, 2025
Oracle
0.72%
▼ 40.68%
1
Open
Aug 19, 2025
Palantir Technologies
0.89%
▼ 18.82%
1
Open
Aug 19, 2025
Eplus
1.18%
▲ 13.75%
1
Open
Aug 19, 2025
Qualcomm
0.27%
▼ 16.62%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.5%
▲ 17.13%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.45%
▲ 7.26%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.25%
▲ 13.17%
1
Open
Aug 19, 2025