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New Portfolio Aug 2025 - New Portfolio

Moshe Simon

New Portfolio Aug 2025
Individual Investor
Ranked #136,302 out of 832,419 TipRanks' Investors
Success Rate
75%
53 out of 71
profitable transactions
Average Return
10.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return-
12-Month Return-
YTD Return▲ 11.70%
Total Return▲ 11.70%

Best Trade

Opened at
Closed at-
Gain▲ 60.57%

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%
▲ 1.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.57%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 3.68%
Nov 2025
▲ 1.14%
▼ 0.24%
▲ 4.50%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 1.80%
▲ 12.88%▲ 3.56%▲ 5.25%
▲ 10.96%▲ 2.38%▲ 3.57%
▼ 3.44%▲ 0.19%▼ 3.68%
▲ 1.14%▼ 0.24%▲ 4.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novavax
0%
▼ 15.66%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 9.00%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▲ 15.77%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▲ 15.91%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 6.13%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 29.58%
1
Open
Aug 25, 2025
Apple
2.58%
▲ 20.81%
1
Open
Aug 19, 2025
Microsoft
3.78%
▼ 5.80%
1
Open
Aug 19, 2025
Netflix
1.4%
▼ 21.60%
1
Open
Aug 19, 2025
ServiceNow
0.15%
▼ 2.45%
1
Open
Aug 19, 2025
Insight Enterprises
0.44%
▼ 37.14%
1
Open
Aug 19, 2025
Nvidia
0.74%
▼ 0.34%
1
Open
Aug 19, 2025
Old Dominion Freight
0.56%
▲ 3.43%
1
Open
Aug 19, 2025
Oracle
0.97%
▼ 18.89%
1
Open
Aug 19, 2025
Palantir Technologies
1.26%
▲ 16.37%
1
Open
Aug 19, 2025
Eplus
1.31%
▲ 27.82%
1
Open
Aug 19, 2025
Qualcomm
0.37%
▲ 15.34%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.4%
▲ 10.99%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.37%
▲ 6.88%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.08%
▲ 6.06%
1
Open
Aug 19, 2025