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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #42,986 out of 824,099 TipRanks' Investors
Success Rate
567 out of 757
profitable transactions
profitable transactions
Average Return
31.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.55%
6-Month Return▲ 25.76%
12-Month Return▲ 15.88%
YTD Return▲ 14.58%
Total Return▲ 163.50%
Best Trade
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Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.54%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 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
▲ 4.03%
▼ 0.27%
▼ 1.04%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.54%
▲ 0.80%▼ 0.87%▼ 4.12%
▲ 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%
▲ 4.03%▼ 0.27%▼ 1.04%
Recent Activity
US Bancorp
0%
▲ 60.96%
8
Sell
Oct 17, 2025
Bristol-Myers Squibb
1.5%
▼ 4.52%
5
Buy
Oct 17, 2025
3M
0.26%
▲ 26.64%
14
Sell
Oct 17, 2025
Owens Corning
3.28%
▼ 13.43%
7
Buy
Oct 17, 2025
Oneok
1.17%
▲ 1.29%
1
Open
Oct 16, 2025
Kenvue, Inc.
0.82%
▼ 6.20%
2
Buy
Oct 15, 2025
Pfizer
1.32%
▼ 5.80%
34
Sell
Oct 10, 2025
Citigroup
1.67%
▲ 15.22%
30
Buy
Oct 10, 2025
KKR & Co
3.44%
▼ 6.38%
4
Buy
Oct 10, 2025
QXO Inc
1.31%
▼ 1.82%
7
Buy
Oct 10, 2025
Truist Financial
0.73%
▲ 45.40%
7
Sell
Oct 06, 2025
Toast Inc
0%
▼ 14.91%
2
Sell
Sep 29, 2025
Devon Energy
0%
▲ 7.30%
39
Sell
Sep 16, 2025
Fidelity Select Semiconductors Portfolio
0.2%
▲ 46.34%
24
Sell
Sep 04, 2025
Bank of America
0%
▲ 46.44%
34
Sell
Aug 26, 2025
Amazon
22.02%
▲ 38.83%
42
Buy
Aug 21, 2025
Exxon Mobil
0%
▲ 9.44%
6
Sell
Aug 21, 2025
Invesco S&P 500 Momentum ETF
0.35%
▲ 27.88%
6
Sell
Aug 19, 2025
Invesco QQQ Trust
0%
▲ 25.10%
2
Sell
Aug 19, 2025
Wyndham Hotels & Resorts
0.48%
▲ 42.05%
2
Buy
Aug 12, 2025