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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #32,078 out of 849,026 TipRanks' Investors
Success Rate
627 out of 797
profitable transactions
profitable transactions
Average Return
37.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.67%
6-Month Return▲ 18.36%
12-Month Return▲ 20.93%
YTD Return▲ 5.25%
Total Return▲ 193.42%
Best Trade
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Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 0.92%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.88%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 5.25%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 0.92%
▼ 0.10%▲ 0.08%▲ 0.88%
▲ 2.78%▲ 1.51%▲ 5.25%
Recent Activity
Microsoft
7.09%
▲ 25.50%
16
Buy
Jan 14, 2026
Energy Transfer
8.72%
▲ 152.17%
17
Sell
Jan 14, 2026
Fidelity Select Semiconductors Portfolio
0.23%
▲ 50.35%
26
Buy
Jan 14, 2026
Baron Focused Growth Fund Retail Shs
0.98%
▲ 32.78%
16
Buy
Jan 14, 2026
T. Rowe Price All-Cap Opportunities Fund
1.42%
▲ 4.33%
19
Sell
Jan 14, 2026
KeyCorp
2.31%
▲ 89.03%
22
Sell
Jan 13, 2026
Wells Fargo
1.38%
▲ 30.90%
35
Sell
Jan 13, 2026
Pfizer
0.23%
▲ 1.65%
38
Sell
Jan 13, 2026
Invesco S&P 500 Momentum ETF
0.37%
▲ 16.62%
9
Sell
Jan 13, 2026
KKR & Co
0%
▲ 5.58%
7
Sell
Jan 13, 2026
Amazon
14.97%
▲ 53.32%
44
Buy
Jan 12, 2026
Capital One Financial
3.68%
▲ 1.62%
1
Open
Jan 12, 2026
Spotify
0%
▼ 22.51%
3
Sell
Dec 29, 2025
3M
1.59%
▲ 38.61%
15
Buy
Dec 22, 2025
Broadcom
5.32%
▲ 38.57%
4
Buy
Dec 22, 2025
Boeing
0%
▲ 27.15%
4
Sell
Dec 22, 2025
Owens Corning
1.94%
▼ 4.53%
10
Sell
Dec 15, 2025
Robinhood
1.71%
▲ 9.51%
5
Buy
Dec 11, 2025
Citigroup
0%
▲ 19.13%
31
Sell
Dec 08, 2025
Alphabet Class A
10.79%
▲ 174.14%
23
Buy
Nov 25, 2025