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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #33,870 out of 813,090 TipRanks' Investors
Success Rate
557 out of 733
profitable transactions
profitable transactions
Average Return
29.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.33%
6-Month Return▼ 0.05%
12-Month Return▲ 20.73%
YTD Return▲ 9.46%
Total Return▲ 151.73%
Best Trade
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Performance
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 7.96%
Jan 2025
▼ 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
▲ 27.91%
▲ 2.30%
▼ 0.99%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 1.23%
Aug 2025
▲ 6.03%▲ 2.69%▲ 7.96%
▼ 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%
▲ 27.91%▲ 2.30%▼ 0.99%
▲ 6.81%▲ 1.68%▲ 1.23%
Recent Activity
Wyndham Hotels & Resorts
0.54%
▲ 116.56%
2
Buy
Aug 12, 2025
Amazon
23.17%
▲ 47.50%
40
Buy
Aug 12, 2025
NextEra Energy
2.51%
▲ 49.49%
5
Buy
Aug 12, 2025
Travel + Leisure Co
0.37%
▲ 117.31%
2
Buy
Aug 12, 2025
United Parcel
0.47%
▼ 34.95%
3
Buy
Aug 12, 2025
Fidelity Select Semiconductors Portfolio
0.55%
▲ 35.53%
23
Buy
Aug 12, 2025
Exxon Mobil
0.28%
▲ 7.08%
5
Buy
Aug 12, 2025
Baron Focused Growth Fund Retail Shs
0.9%
▲ 23.79%
13
Buy
Aug 12, 2025
T. Rowe Price All-Cap Opportunities Fund
1.95%
▲ 9.47%
15
Buy
Aug 12, 2025
ServiceNow
0%
▼ 2.35%
7
Sell
Aug 12, 2025
Invesco S&P 500 Momentum ETF
0.56%
▲ 25.67%
5
Sell
Aug 12, 2025
Viatris
0.01%
0.00%
1
Open
Aug 12, 2025
Toast Inc
0.77%
0.00%
1
Open
Aug 12, 2025
Palo Alto Networks
3.06%
▲ 42.57%
8
Buy
Aug 11, 2025
QXO Inc
0.7%
▲ 7.86%
2
Buy
Aug 02, 2025
Dow Inc
0%
▼ 15.09%
16
Sell
Aug 01, 2025
Owens Corning
1.3%
▲ 2.96%
5
Sell
Jul 28, 2025
Nvidia
0%
▲ 75.30%
19
Sell
Jul 19, 2025
iShares Ethereum Trust ETF
0.6%
▲ 33.63%
1
Open
Jul 16, 2025
KeyCorp
3.51%
▲ 59.94%
21
Sell
Jul 15, 2025