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New Portfolio - New Portfolio

KeepitSimple

New Portfolio
Individual Investor
Ranked #4,856 out of 800,730 TipRanks' Investors
Success Rate
70%
113 out of 161
profitable transactions
Average Return
108.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.92%
6-Month Return▼ 2.20%
12-Month Return▲ 13.96%
YTD Return▲ 0.74%
Total Return▲ 181.27%

Best Trade

Opened at
Closed at-
Gain▲ 2959.66%

Bio

Been investing for 25+ years. Keep it simple.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.29%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.14%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.60%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.14%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 7.10%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.29%
▲ 25.97%▲ 5.96%▲ 7.88%
▲ 5.42%▼ 2.41%▼ 4.14%
▲ 6.01%▲ 2.69%▲ 5.62%
▼ 12.86%▼ 1.27%▼ 1.57%
▼ 1.80%▼ 5.57%▼ 6.60%
▲ 1.76%▼ 0.87%▼ 3.14%
▲ 10.94%▲ 4.43%▲ 7.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.1%
▲ 57.34%
1
Open
Nov 07, 2024
Broadcom
0.56%
▲ 32.57%
1
Open
Oct 23, 2024
Fidelity National Info
0.38%
▼ 15.30%
2
Buy
Aug 22, 2024
Halliburton
0.1%
▲ 82.94%
2
Buy
Aug 22, 2024
Expedia
0.78%
▲ 77.64%
2
Buy
Aug 22, 2024
Align Tech
0.83%
▼ 19.06%
2
Buy
Aug 22, 2024
UBS Group AG
0.16%
▲ 132.37%
2
Buy
Aug 22, 2024
Roblox
0.4%
▲ 70.34%
2
Buy
Aug 22, 2024
CrowdStrike Holdings
2.23%
▲ 114.03%
2
Buy
Aug 22, 2024
XPeng, Inc. ADR
0.1%
▲ 72.40%
2
Buy
Aug 22, 2024
Vale SA
0.05%
▼ 9.13%
2
Buy
Aug 22, 2024
Twilio
0.55%
▲ 29.70%
2
Buy
Aug 22, 2024
Las Vegas Sands
0.19%
▲ 1.42%
2
Buy
Aug 22, 2024
Lululemon Athletica
1.52%
▲ 6.03%
2
Buy
Aug 22, 2024
Southwest Airlines
0.15%
▲ 23.34%
2
Buy
Aug 22, 2024
Bristol-Myers Squibb
0.23%
▼ 4.30%
2
Buy
Aug 22, 2024
Teladoc
0.03%
▼ 49.79%
2
Buy
Aug 22, 2024
Simon Property
0.77%
▲ 140.81%
2
Buy
Aug 22, 2024
Freeport-McMoRan
0.19%
▲ 252.86%
3
Buy
Aug 22, 2024
Invesco
0.07%
▲ 67.56%
2
Buy
Aug 22, 2024