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New Portfolio Dec 2025 - New Portfolio

Richie

New Portfolio Dec 2025
Individual Investor
Ranked #361,984 out of 858,971 TipRanks' Investors
Success Rate
66%
21 out of 32
profitable transactions
Average Return
3.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.91%
6-Month Return-
12-Month Return-
YTD Return▲ 6.23%
Total Return▲ 6.27%

Best Trade

Opened at
Closed at
Gain▲ 46.40%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 10.01%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.36%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.20%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.73%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▲ 10.01%
▼ 1.12%▼ 0.86%▼ 0.36%
▲ 0.60%▼ 4.94%▼ 9.20%
▲ 7.53%▲ 5.50%▲ 6.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sprott Physical Silver Trust
8.96%
▼ 16.45%
4
Buy
Feb 12, 2026
AST SpaceMobile
▲ 42.93%
3
Close
Feb 11, 2026
Planet Labs PBC
▲ 19.94%
2
Close
Feb 11, 2026
Echostar
▲ 5.90%
2
Close
Feb 11, 2026
USA Rare Earth
▲ 46.40%
2
Close
Feb 11, 2026
Halliburton
▲ 15.31%
2
Close
Feb 11, 2026
Boeing
▲ 7.41%
3
Close
Jan 26, 2026
Vanguard S&P 500 ETF
17.34%
▲ 2.01%
2
Sell
Jan 15, 2026
Vanguard Russell 2000 ETF
10.08%
▲ 6.85%
2
Sell
Jan 15, 2026
Communication Services Select Sector SPDR Fund
5.38%
▼ 0.78%
2
Sell
Jan 15, 2026
Health Care Select Sector SPDR Fund
4.46%
▼ 3.05%
2
Sell
Jan 15, 2026
SoFi Select 500 ETF
▲ 0.64%
2
Close
Jan 07, 2026
enGene Holdings
▼ 2.46%
2
Close
Jan 05, 2026
Nvidia
5.16%
▲ 1.92%
5
Open
Dec 22, 2025
Strategy
▼ 0.30%
2
Close
Dec 20, 2025
Broadcom
5.31%
▲ 14.58%
3
Sell
Dec 18, 2025
Fidelity Series Small Cap Core Fund
0.29%
▲ 9.80%
1
Open
Dec 18, 2025
PIMCO Investment Grade Credit Bond Fund Class I-2
28%
▼ 1.19%
1
Open
Dec 18, 2025
Invesco QQQ Trust
6.56%
▲ 1.62%
1
Open
Dec 18, 2025
Virtus Seix Floating Rate High Income Fund I
5.24%
▼ 0.79%
1
Open
Dec 18, 2025