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New Portfolio Aug 2025 - New Portfolio
Moshe Simon
New Portfolio Aug 2025Individual Investor
Ranked #331,195 out of 829,418 TipRanks' Investors
Success Rate
43 out of 71
profitable transactions
profitable transactions
Average Return
2.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.07%
6-Month Return-
12-Month Return-
YTD Return▲ 2.78%
Total Return▲ 2.78%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 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
▼ 9.41%
▼ 4.33%
▼ 7.38%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 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%
▼ 9.41%▼ 4.33%▼ 7.38%
Recent Activity
Novavax
0%
▼ 16.94%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 3.93%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▲ 19.89%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 37.08%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 3.03%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 25.59%
1
Open
Aug 25, 2025
Apple
2.64%
▲ 17.87%
1
Open
Aug 19, 2025
Microsoft
3.91%
▼ 7.06%
1
Open
Aug 19, 2025
Netflix
1.61%
▼ 14.09%
1
Open
Aug 19, 2025
ServiceNow
0.15%
▼ 8.27%
1
Open
Aug 19, 2025
Insight Enterprises
0.47%
▼ 36.26%
1
Open
Aug 19, 2025
Nvidia
0.79%
▲ 1.85%
1
Open
Aug 19, 2025
Old Dominion Freight
0.49%
▼ 13.09%
1
Open
Aug 19, 2025
Oracle
1.06%
▼ 15.14%
1
Open
Aug 19, 2025
Palantir Technologies
1.11%
▼ 1.84%
1
Open
Aug 19, 2025
Eplus
1.37%
▲ 27.13%
1
Open
Aug 19, 2025
Qualcomm
0.35%
▲ 5.11%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.38%
▲ 3.47%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.43%
▲ 2.98%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.08%
▲ 0.39%
1
Open
Aug 19, 2025