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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #43,369 out of 857,392 TipRanks' Investors
Success Rate
597 out of 814
profitable transactions
profitable transactions
Average Return
33.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.45%
6-Month Return▲ 1.89%
12-Month Return▲ 12.47%
YTD Return▼ 2.97%
Total Return▲ 169.77%
Best Trade
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Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.90%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.82%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.88%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.66%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 0.17%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 3.43%
Mar 2026
▲ 2.76%▲ 2.05%▲ 4.90%
▲ 12.88%▲ 3.56%▲ 2.08%
▲ 10.96%▲ 2.38%▲ 2.82%
▼ 3.68%▲ 0.19%▲ 0.64%
▼ 0.10%▲ 0.08%▲ 0.88%
▲ 4.06%▲ 1.47%▲ 0.66%
▼ 1.16%▼ 0.86%▼ 0.17%
▲ 3.02%▼ 4.20%▼ 3.43%
Recent Activity
3M
2.46%
▲ 17.44%
17
Buy
Mar 18, 2026
Boeing
0.17%
▼ 0.01%
5
Buy
Mar 18, 2026
Baron Focused Growth Fund Retail Shs
0.56%
▲ 28.04%
18
Sell
Mar 10, 2026
Baron Partners Fund
0.5%
▼ 3.62%
2
Buy
Mar 10, 2026
Devon Energy
1.22%
▲ 30.58%
42
Buy
Mar 09, 2026
Owens Corning
1.79%
▼ 13.21%
13
Buy
Mar 09, 2026
QXO Inc
1.54%
▲ 5.65%
10
Buy
Mar 09, 2026
Palo Alto Networks
0%
▲ 29.23%
11
Sell
Mar 07, 2026
Amazon
21.37%
▲ 32.73%
47
Buy
Mar 06, 2026
Fidelity Select Semiconductors Portfolio
0.27%
▲ 49.10%
27
Buy
Mar 04, 2026
T. Rowe Price All-Cap Opportunities Fund
1.57%
▼ 6.04%
20
Buy
Mar 04, 2026
Microsoft
6.44%
▲ 15.14%
18
Buy
Mar 03, 2026
Broadcom
0%
▲ 22.79%
7
Sell
Feb 28, 2026
Axon Enterprise
0%
▼ 1.37%
3
Sell
Feb 19, 2026
Invesco S&P 500 Momentum ETF
0%
▲ 10.83%
10
Sell
Feb 18, 2026
CyberArk Software
―
▲ 74.51%
3
Close
Feb 10, 2026
Blackstone Group
0%
▲ 21.81%
8
Sell
Feb 03, 2026
iShares Ethereum Trust ETF
0%
▼ 31.64%
3
Sell
Feb 03, 2026
Schlumberger
0%
▲ 14.46%
55
Sell
Jan 29, 2026
Robinhood
0%
▼ 16.11%
6
Sell
Jan 29, 2026