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New Portfolio - New Portfolio

Wise Steward

New Portfolio
Individual Investor
Ranked #474,907 out of 861,174 TipRanks' Investors
Success Rate
55%
17 out of 31
profitable transactions
Average Return
4.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.95%
6-Month Return-
12-Month Return-
YTD Return▲ 10.55%
Total Return▲ 10.55%

Best Trade

Opened at
Closed at-
Gain▲ 83.44%

Bio

Sound investments for sound minds.

Performance

20.97%0-20.97%
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
Dec 2025
▲ 4.06%
▲ 1.47%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 7.58%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.87%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 20.97%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 3.94%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%
▲ 4.06%▲ 1.47%
▼ 1.33%▼ 0.86%▼ 7.58%
▲ 0.52%▼ 4.94%▼ 4.87%
▲ 16.06%▲ 10.51%▲ 20.97%
▲ 2.08%▼ 0.09%▲ 3.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IREN
2.24%
▲ 2.25%
3
Open
Feb 11, 2026
USA Rare Earth
45.77%
▲ 19.60%
3
Buy
Feb 11, 2026
Robinhood
10.4%
▼ 6.20%
2
Buy
Feb 11, 2026
Amprius Technologies Inc
0.92%
▲ 83.44%
1
Open
Feb 11, 2026
Alamos Gold
▲ 15.77%
3
Close
Feb 10, 2026
SoFi
11.01%
▼ 22.59%
3
Buy
Feb 10, 2026
Devon Energy
▲ 0.21%
2
Close
Feb 10, 2026
NuScale Power
▼ 6.45%
4
Close
Feb 10, 2026
Fermi Inc.
▲ 14.91%
2
Close
Feb 10, 2026
Viper Energy
▲ 1.48%
2
Close
Feb 10, 2026
Gold Royalty
▲ 7.62%
3
Close
Feb 10, 2026
Pfizer
▲ 3.10%
2
Close
Feb 10, 2026
Amazon
12.32%
▲ 31.45%
1
Open
Feb 10, 2026
Magnolia Oil & Gas
5.64%
▲ 16.77%
1
Open
Feb 10, 2026
Bitcoin
0%
▲ 17.15%
1
Open
Feb 07, 2026
Applied Digital Corporation
▼ 11.72%
2
Close
Feb 05, 2026
iShares Silver Trust
▼ 15.77%
2
Close
Feb 05, 2026
Circle Internet Group, Inc. Class A
▼ 8.76%
2
Close
Feb 05, 2026
Dakota Gold Corp
▼ 6.54%
2
Close
Feb 05, 2026
iShares Core MSCI Total International Stock ETF
▼ 1.23%
2
Close
Feb 05, 2026