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New Portfolio Sep 2025 - New Portfolio

CE1D1C40

New Portfolio Sep 2025
Individual Investor
Ranked #539,574 out of 833,195 TipRanks' Investors
Success Rate
32%
7 out of 22
profitable transactions
Average Return
-4.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.00%
6-Month Return-
12-Month Return-
YTD Return▼ 6.93%
Total Return▼ 6.93%

Best Trade

Opened at
Closed at-
Gain▲ 53.44%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.95%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.85%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 6.47%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%▲ 0.43%
▲ 10.96%▲ 2.38%▲ 0.95%
▼ 3.57%▲ 0.19%▼ 1.85%
▼ 1.96%▼ 0.12%▼ 6.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Pharmaceuticals
0%
▼ 9.36%
4
Open
Oct 24, 2025
Oscar Health
6.69%
▼ 26.60%
2
Buy
Oct 23, 2025
Capital One Financial
▼ 1.18%
2
Close
Oct 22, 2025
Hims & Hers Health
3.19%
▼ 25.07%
1
Open
Oct 22, 2025
JD
5.18%
▼ 6.98%
3
Open
Oct 22, 2025
Brag House Holdings, Inc.
▼ 25.98%
3
Close
Oct 22, 2025
Churchill Capital Corp X Class A
4.98%
▼ 18.43%
1
Open
Oct 22, 2025
Walmart
▲ 5.91%
3
Close
Oct 15, 2025
Teva Pharmaceutical
8.18%
▲ 52.18%
2
Buy
Oct 15, 2025
SoFi
2.45%
▼ 2.26%
1
Open
Oct 14, 2025
RegenXBio
5.24%
▲ 19.39%
1
Open
Oct 08, 2025
Grab
3.54%
▼ 19.31%
1
Open
Sep 29, 2025
Ford Motor
▲ 2.39%
3
Close
Sep 26, 2025
Trade Desk
6.02%
▼ 20.50%
1
Open
Sep 24, 2025
Vanguard Total Stock Market ETF
6.04%
▲ 2.76%
1
Open
Sep 23, 2025