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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #37,751 out of 833,192 TipRanks' Investors
Success Rate
599 out of 789
profitable transactions
profitable transactions
Average Return
34.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.56%
6-Month Return▲ 14.92%
12-Month Return▲ 22.56%
YTD Return▲ 21.56%
Total Return▲ 179.57%
Best Trade
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Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.50%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.99%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.90%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.82%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.04%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 1.05%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.50%
▲ 9.25%▲ 5.14%▲ 5.84%
▲ 7.60%▲ 2.30%▼ 0.99%
▲ 2.76%▲ 2.05%▲ 4.90%
▲ 12.88%▲ 3.56%▲ 2.08%
▲ 10.96%▲ 2.38%▲ 2.82%
▼ 3.57%▲ 0.19%▲ 1.04%
▼ 0.06%▼ 0.12%▲ 1.05%
Recent Activity
T. Rowe Price All-Cap Opportunities Fund
2.45%
▲ 3.60%
18
Buy
Dec 18, 2025
Broadcom
2.21%
▲ 56.11%
3
Buy
Dec 15, 2025
Owens Corning
1.86%
▼ 12.93%
10
Sell
Dec 15, 2025
Boeing
3.48%
▲ 9.88%
3
Sell
Dec 15, 2025
Robinhood
1.97%
▲ 16.95%
5
Buy
Dec 11, 2025
Citigroup
0%
▲ 18.64%
31
Sell
Dec 08, 2025
Alphabet Class A
10.43%
▲ 153.56%
23
Buy
Nov 25, 2025
NextEra Energy
2.74%
▲ 41.94%
6
Buy
Nov 25, 2025
Pfizer
1.46%
▼ 1.10%
37
Buy
Nov 25, 2025
Marvell
0%
▲ 32.58%
6
Sell
Nov 25, 2025
Baron Focused Growth Fund Retail Shs
1.03%
▲ 37.45%
15
Buy
Nov 25, 2025
Fifth Third Bancorp
0%
▲ 31.75%
3
Sell
Nov 25, 2025
Invesco S&P 500 Momentum ETF
0.49%
▲ 16.15%
8
Buy
Nov 25, 2025
KKR & Co
2.12%
▲ 5.01%
6
Buy
Nov 25, 2025
Tempus AI, Inc. Class A
0%
▼ 12.27%
3
Sell
Nov 25, 2025
QXO Inc
1.5%
▲ 15.08%
9
Buy
Nov 24, 2025
iShares Ethereum Trust ETF
0.41%
▼ 4.93%
2
Buy
Nov 19, 2025
CAVA Group, Inc.
―
▼ 9.28%
2
Close
Nov 18, 2025
Amphenol
0%
▼ 2.39%
1
Open
Nov 05, 2025
Axon Enterprise
0%
▼ 7.09%
1
Open
Nov 05, 2025