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New Portfolio Aug 2025 - New Portfolio
Moshe Simon
New Portfolio Aug 2025Individual Investor
Ranked #163,151 out of 822,842 TipRanks' Investors
Success Rate
52 out of 71
profitable transactions
profitable transactions
Average Return
5.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.78%
6-Month Return-
12-Month Return-
YTD Return▲ 5.60%
Total Return▲ 5.60%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
―
Mar 2025
▲ 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
▲ 0.54%
▼ 1.98%
▼ 1.43%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 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%
▲ 0.54%▼ 1.98%▼ 1.43%
Recent Activity
Novavax
0%
▲ 6.93%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 6.46%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▼ 8.29%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▼ 9.94%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 3.45%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 16.95%
1
Open
Aug 25, 2025
Apple
2.37%
▲ 6.38%
1
Open
Aug 19, 2025
Microsoft
4.2%
▲ 0.40%
1
Open
Aug 19, 2025
Netflix
1.87%
▲ 0.49%
1
Open
Aug 19, 2025
ServiceNow
0.16%
▲ 0.22%
1
Open
Aug 19, 2025
Insight Enterprises
0.6%
▼ 19.17%
1
Open
Aug 19, 2025
Nvidia
0.81%
▲ 4.29%
1
Open
Aug 19, 2025
Old Dominion Freight
0.49%
▼ 13.07%
1
Open
Aug 19, 2025
Oracle
1.55%
▲ 25.08%
1
Open
Aug 19, 2025
Palantir Technologies
1.25%
▲ 11.21%
1
Open
Aug 19, 2025
Eplus
1.04%
▼ 3.28%
1
Open
Aug 19, 2025
Qualcomm
0.33%
▼ 1.14%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.36%
▲ 3.13%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.37%
▲ 2.45%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.06%
▲ 0.28%
1
Open
Aug 19, 2025