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Individual Purchases - New Portfolio

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Individual Purchases
Individual Investor
Ranked #449,553 out of 857,046 TipRanks' Investors
Success Rate
56%
14 out of 25
profitable transactions
Average Return
2.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.65%
6-Month Return-
12-Month Return-
YTD Return▼ 10.09%
Total Return▼ 4.52%

Best Trade

Opened at
Closed at
Gain▲ 41.98%

Bio

Individual purchases based on Fundamental Analysis

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.21%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.59%
Feb 2026
▲ 5.83%
▼ 2.22%
▼ 1.29%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%▲ 6.21%
▼ 0.10%▲ 0.08%▼ 0.02%
▲ 4.06%▲ 1.47%▼ 4.54%
▼ 1.12%▼ 0.86%▼ 4.59%
▲ 5.83%▼ 2.22%▼ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
18.16%
▲ 0.78%
2
Buy
Jan 29, 2026
Alphabet Class A
7.64%
▲ 5.74%
3
Open
Dec 24, 2025
Abbott Laboratories
▼ 0.31%
2
Close
Dec 24, 2025
Cheniere Energy
▼ 1.21%
2
Close
Dec 16, 2025
ASML Holding
▲ 9.74%
2
Close
Dec 10, 2025
Equinix
▼ 4.90%
2
Close
Dec 10, 2025
Intel
▲ 17.49%
2
Close
Dec 10, 2025
NextEra Energy
▼ 4.58%
2
Close
Dec 10, 2025
Duke Energy
▼ 8.93%
2
Close
Dec 10, 2025
Amphenol
▲ 4.80%
2
Close
Dec 10, 2025
Eaton
▲ 3.12%
2
Close
Dec 10, 2025
Marvell
▲ 10.81%
2
Close
Dec 10, 2025
Arista Networks
▲ 4.01%
2
Close
Dec 10, 2025
Digital Realty
▲ 1.15%
2
Close
Dec 10, 2025
Lam Research
▲ 14.29%
2
Close
Dec 10, 2025
Applied Materials
▲ 20.54%
2
Close
Dec 10, 2025
Vertiv Holdings
▲ 9.14%
2
Close
Dec 10, 2025
Synopsys
▲ 21.93%
2
Close
Dec 10, 2025
Coherent Corp
▲ 41.98%
2
Close
Dec 10, 2025
Qualcomm
44.37%
▼ 27.32%
1
Open
Dec 10, 2025