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New Portfolio Aug 2025 - New Portfolio

Moshe Simon

New Portfolio Aug 2025
Individual Investor
Ranked #128,067 out of 836,058 TipRanks' Investors
Success Rate
75%
53 out of 71
profitable transactions
Average Return
13.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.06%
6-Month Return-
12-Month Return-
YTD Return▲ 1.74%
Total Return▲ 13.36%

Best Trade

Opened at
Closed at-
Gain▲ 324.44%

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
▼ 3.57%
▲ 0.19%
▼ 3.60%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.16%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 1.74%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▼ 3.60%
▼ 0.10%▲ 0.08%▲ 4.16%
▲ 1.08%▲ 1.11%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novavax
0%
▼ 5.78%
1
Open
Sep 04, 2025
Vanguard Information Technology ETF
0%
▲ 9.24%
1
Open
Aug 25, 2025
Intuitive Surgical
0%
▲ 24.90%
1
Open
Aug 25, 2025
Trulieve Cannabis
0%
▲ 1.52%
1
Open
Aug 25, 2025
iShares Russell 1000 Growth ETF
0%
▲ 6.67%
1
Open
Aug 25, 2025
Fair Isaac
0%
▲ 11.36%
1
Open
Aug 25, 2025
Apple
2.38%
▲ 12.46%
1
Open
Aug 19, 2025
Microsoft
3.75%
▼ 5.88%
1
Open
Aug 19, 2025
Netflix
1.32%
▼ 25.44%
1
Open
Aug 19, 2025
ServiceNow
0.12%
▼ 17.57%
1
Open
Aug 19, 2025
Insight Enterprises
0.47%
▼ 33.66%
1
Open
Aug 19, 2025
Nvidia
0.78%
▲ 5.36%
1
Open
Aug 19, 2025
Old Dominion Freight
0.59%
▲ 10.94%
1
Open
Aug 19, 2025
Oracle
0.96%
▼ 19.03%
1
Open
Aug 19, 2025
Palantir Technologies
1.2%
▲ 12.11%
1
Open
Aug 19, 2025
Eplus
1.22%
▲ 19.65%
1
Open
Aug 19, 2025
Qualcomm
0.37%
▲ 17.66%
1
Open
Aug 19, 2025
Schwab U.S. Small-Cap ETF
1.43%
▲ 13.78%
1
Open
Aug 19, 2025
Schwab U.S. Broad Market ETF
4.41%
▲ 8.56%
1
Open
Aug 19, 2025
Schwab U.S. Mid-Cap ETF
2.13%
▲ 9.38%
1
Open
Aug 19, 2025