Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #34,722 out of 861,732 TipRanks' Investors
Success Rate
647 out of 834
profitable transactions
profitable transactions
Average Return
44.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.07%
6-Month Return▲ 12.92%
12-Month Return▲ 34.90%
YTD Return▲ 9.79%
Total Return▲ 205.28%
Best Trade
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Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 2.82%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.90%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.66%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 0.16%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.72%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 12.50%
Apr 2026
▲ 4.83%
▲ 1.80%
▼ 0.17%
May 2026
▲ 10.96%▲ 2.38%▲ 2.82%
▼ 3.68%▲ 0.19%▲ 0.65%
▼ 0.10%▲ 0.08%▲ 0.90%
▲ 4.06%▲ 1.47%▲ 0.66%
▼ 1.26%▼ 0.86%▼ 0.16%
▲ 0.52%▼ 4.94%▼ 2.72%
▲ 16.06%▲ 10.51%▲ 12.50%
▲ 4.83%▲ 1.80%▼ 0.17%
Recent Activity
United Parcel
0%
▼ 0.69%
4
Sell
May 07, 2026
QXO Inc
1.91%
▼ 2.56%
12
Buy
May 07, 2026
Meta Platforms
8.99%
▲ 8.15%
5
Open
Apr 30, 2026
Salesforce
0%
▲ 2.71%
4
Sell
Apr 30, 2026
Palo Alto Networks
2.86%
▲ 48.35%
13
Buy
Apr 30, 2026
Clearway Energy
―
▲ 84.37%
5
Close
Apr 30, 2026
3M
1.05%
▲ 15.19%
18
Sell
Apr 30, 2026
Netflix
7.32%
▼ 7.45%
9
Buy
Apr 30, 2026
Amazon
12.84%
▲ 69.37%
50
Sell
Apr 28, 2026
KKR & Co
1.46%
▼ 15.34%
8
Buy
Apr 27, 2026
Schwab U.S. Large-Cap Growth Index Fund
0.13%
▲ 2.53%
1
Open
Apr 22, 2026
Fidelity Select Semiconductors Portfolio
0.32%
▲ 79.59%
28
Buy
Apr 21, 2026
T. Rowe Price All-Cap Opportunities Fund
1.63%
▲ 2.71%
21
Buy
Apr 21, 2026
Baron Partners Fund
0.5%
▼ 2.40%
3
Buy
Apr 21, 2026
Owens Corning
0%
▼ 0.72%
14
Sell
Apr 17, 2026
Vanguard S&P 500 ETF
0%
▲ 6.63%
2
Sell
Apr 17, 2026
ServiceNow
2.73%
▼ 39.20%
8
Buy
Apr 16, 2026
Capital One Financial
0%
▼ 17.41%
2
Sell
Apr 10, 2026
Boeing
0.17%
▲ 16.35%
7
Sell
Apr 06, 2026
Devon Energy
0%
▲ 25.81%
43
Sell
Mar 31, 2026