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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #41,525 out of 819,944 TipRanks' Investors
Success Rate
560 out of 749
profitable transactions
profitable transactions
Average Return
32.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.31%
6-Month Return▲ 10.28%
12-Month Return▲ 21.21%
YTD Return▲ 15.11%
Total Return▲ 164.72%
Best Trade
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Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.50%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 0.99%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.90%
Aug 2025
▲ 6.53%
▲ 2.77%
▲ 1.49%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 5.54%
▲ 1.84%▼ 0.87%▼ 4.12%
▲ 12.20%▲ 6.28%▲ 7.50%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 27.92%▲ 2.30%▼ 0.99%
▲ 4.87%▲ 2.05%▲ 4.90%
▲ 6.53%▲ 2.77%▲ 1.49%
Recent Activity
Devon Energy
0%
▲ 12.21%
39
Sell
Sep 16, 2025
Owens Corning
2.45%
▼ 2.24%
6
Buy
Sep 16, 2025
Fidelity Select Semiconductors Portfolio
0.19%
▲ 40.86%
24
Sell
Sep 04, 2025
QXO Inc
1.32%
▼ 1.02%
4
Buy
Sep 04, 2025
KKR & Co
1.65%
▲ 6.19%
3
Buy
Sep 03, 2025
Bank of America
0%
▲ 47.05%
34
Sell
Aug 26, 2025
Amazon
22.58%
▲ 43.50%
42
Buy
Aug 21, 2025
Exxon Mobil
0%
▲ 10.98%
6
Sell
Aug 21, 2025
Invesco S&P 500 Momentum ETF
0.35%
▲ 28.39%
6
Sell
Aug 19, 2025
Invesco QQQ Trust
0%
▲ 23.48%
2
Sell
Aug 19, 2025
Wyndham Hotels & Resorts
0.5%
▲ 49.62%
2
Buy
Aug 12, 2025
NextEra Energy
2.53%
▲ 41.97%
5
Buy
Aug 12, 2025
Travel + Leisure Co
0.37%
▲ 59.78%
2
Buy
Aug 12, 2025
United Parcel
0.44%
▼ 19.31%
3
Buy
Aug 12, 2025
Baron Focused Growth Fund Retail Shs
0.88%
▲ 22.95%
13
Buy
Aug 12, 2025
T. Rowe Price All-Cap Opportunities Fund
1.97%
▲ 12.38%
15
Buy
Aug 12, 2025
ServiceNow
0%
▲ 6.80%
7
Sell
Aug 12, 2025
Viatris
0.01%
▼ 2.96%
1
Open
Aug 12, 2025
Toast Inc
0.64%
▼ 14.84%
1
Open
Aug 12, 2025
Palo Alto Networks
3.43%
▲ 63.13%
8
Buy
Aug 11, 2025