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New Portfolio Aug 2025 - New Portfolio
Moshe Simon
New Portfolio Aug 2025Individual Investor
Ranked #198,840 out of 851,964 TipRanks' Investors
Success Rate
48 out of 71
profitable transactions
profitable transactions
Average Return
13.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.79%
6-Month Return-
12-Month Return-
YTD Return▼ 0.79%
Total Return▲ 10.59%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 3.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.79%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▼ 3.56%
▼ 0.10%▲ 0.08%▲ 4.16%
▲ 4.06%▲ 1.47%▼ 0.79%
Recent Activity
Novavax
0%
▲ 13.54%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 8.24%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▲ 7.64%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 19.18%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 5.02%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 2.76%
1
Open
Aug 25, 2025
Apple
2.39%
▲ 12.65%
1
Open
Aug 19, 2025
Microsoft
3.38%
▼ 15.29%
1
Open
Aug 19, 2025
Netflix
1.22%
▼ 31.24%
1
Open
Aug 19, 2025
ServiceNow
0.1%
▼ 34.03%
1
Open
Aug 19, 2025
Insight Enterprises
0.45%
▼ 36.28%
1
Open
Aug 19, 2025
Nvidia
0.81%
▲ 8.83%
1
Open
Aug 19, 2025
Old Dominion Freight
0.6%
▲ 12.32%
1
Open
Aug 19, 2025
Oracle
0.84%
▼ 29.55%
1
Open
Aug 19, 2025
Palantir Technologies
1%
▼ 7.07%
1
Open
Aug 19, 2025
Eplus
1.22%
▲ 19.54%
1
Open
Aug 19, 2025
Qualcomm
0.31%
▼ 1.93%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.44%
▲ 14.54%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.42%
▲ 8.68%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.15%
▲ 10.21%
1
Open
Aug 19, 2025