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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #31,872 out of 816,568 TipRanks' Investors
Success Rate
570 out of 746
profitable transactions
profitable transactions
Average Return
30.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.96%
6-Month Return▲ 10.88%
12-Month Return▲ 22.43%
YTD Return▲ 12.88%
Total Return▲ 159.58%
Best Trade
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Performance
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▼ 0.99%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.90%
Aug 2025
▼ 0.63%
▼ 0.20%
▼ 0.48%
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%
▲ 27.87%▲ 2.30%▼ 0.99%
▲ 4.87%▲ 2.05%▲ 4.90%
▼ 0.63%▼ 0.20%▼ 0.48%
Recent Activity
KKR & Co
1.6%
▲ 7.58%
3
Buy
Sep 03, 2025
Bank of America
0%
▲ 44.27%
34
Sell
Aug 26, 2025
Amazon
23.02%
▲ 47.27%
42
Buy
Aug 21, 2025
Exxon Mobil
0%
▲ 9.22%
6
Sell
Aug 21, 2025
Invesco S&P 500 Momentum ETF
0.33%
▲ 22.56%
6
Sell
Aug 19, 2025
Invesco QQQ Trust
0%
▲ 17.95%
2
Sell
Aug 19, 2025
QXO Inc
1.39%
▲ 7.67%
3
Buy
Aug 19, 2025
Wyndham Hotels & Resorts
0.52%
▲ 55.46%
2
Buy
Aug 12, 2025
NextEra Energy
2.43%
▲ 37.74%
5
Buy
Aug 12, 2025
Travel + Leisure Co
0.38%
▲ 63.80%
2
Buy
Aug 12, 2025
United Parcel
0.45%
▼ 17.97%
3
Buy
Aug 12, 2025
Fidelity Select Semiconductors Portfolio
0.17%
▲ 28.93%
23
Buy
Aug 12, 2025
Baron Focused Growth Fund Retail Shs
0.87%
▲ 21.58%
13
Buy
Aug 12, 2025
T. Rowe Price All-Cap Opportunities Fund
1.9%
▲ 9.02%
15
Buy
Aug 12, 2025
ServiceNow
0%
▲ 5.20%
7
Sell
Aug 12, 2025
Viatris
0.01%
▲ 5.44%
1
Open
Aug 12, 2025
Toast Inc
0.72%
▼ 3.68%
1
Open
Aug 12, 2025
Palo Alto Networks
3.25%
▲ 55.68%
8
Buy
Aug 11, 2025
Dow Inc
0%
▼ 11.89%
16
Sell
Aug 01, 2025
Owens Corning
1.26%
▲ 1.91%
5
Sell
Jul 28, 2025