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Joint JTWROS -3471 - New Portfolio

Miles Katchmark

Joint JTWROS -3471
Individual Investor
Ranked #435,927 out of 858,800 TipRanks' Investors
Success Rate
53%
24 out of 45
profitable transactions
Average Return
6.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return▲ 5.67%
12-Month Return▲ 15.30%
YTD Return▼ 2.85%
Total Return▼ 8.78%

Best Trade

Opened at
Closed at
Gain▲ 169.23%

Bio

Performance

14.40%0-14.40%
▲ 12.88%
▲ 3.56%
▲ 7.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.73%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 14.40%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.69%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.16%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 2.39%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 3.87%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.98%
▲ 10.96%▲ 2.38%▲ 4.73%
▼ 3.68%▲ 0.19%▼ 7.67%
▼ 0.10%▲ 0.08%▲ 14.40%
▲ 4.06%▲ 1.47%▼ 4.69%
▼ 1.12%▼ 0.86%▼ 4.16%
▲ 0.60%▼ 4.94%▲ 2.39%
▲ 4.98%▲ 4.55%▲ 3.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Next Technology Holding
▲ 28.63%
2
Close
Apr 10, 2026
TuHURA Biosciences
▲ 22.50%
2
Close
Apr 10, 2026
Cognition Therapeutics
0.00%
2
Close
Apr 10, 2026
Curis
4.98%
0.00%
1
Buy
Apr 09, 2026
Seagate Tech
6.12%
▲ 1.83%
1
Buy
Apr 08, 2026
bioAffinity Technologies, Inc.
▲ 71.66%
2
Close
Apr 07, 2026
Adicet Bio
1.68%
▼ 6.41%
1
Buy
Mar 16, 2026
Climb Bio
▲ 101.24%
5
Sell
Mar 14, 2026
Tenaya Therapeutics
▲ 18.95%
5
Sell
Mar 14, 2026
Viking Therapeutics
▲ 6.33%
4
Sell
Mar 14, 2026
SPDR S&P 500 ETF Trust
▼ 2.43%
3
Sell
Mar 14, 2026
Zymeworks
▼ 11.25%
2
Sell
Mar 14, 2026
Nvidia
▲ 1.34%
2
Close
Feb 15, 2026
Strategy
31.48%
▼ 14.09%
1
Buy
Feb 13, 2026
SharpLink Gaming
3.14%
▼ 44.81%
6
Buy
Jan 14, 2026
Helus Pharma
1.28%
▲ 12.95%
7
Close
Jan 07, 2026
General Dynamics
4.2%
▼ 2.81%
1
Buy
Jan 05, 2026
Meta Platforms
▼ 8.67%
2
Sell
Jan 04, 2026
Rigetti Computing
3.5%
▼ 36.53%
1
Buy
Jan 02, 2026
Pyxis Oncology
1.97%
▲ 51.17%
1
Buy
Dec 23, 2025