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New Portfolio - New Portfolio

KeepitSimple

New Portfolio
Individual Investor
Ranked #2,428 out of 809,057 TipRanks' Investors
Success Rate
77%
124 out of 161
profitable transactions
Average Return
139.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.39%
6-Month Return▲ 9.49%
12-Month Return▲ 27.24%
YTD Return▲ 14.24%
Total Return▲ 218.93%

Best Trade

Opened at
Closed at-
Gain▲ 3917.94%

Bio

Been investing for 25+ years. Keep it simple.

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.13%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.03%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.29%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.75%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.15%
▲ 6.03%▲ 2.69%▲ 5.70%
▼ 12.86%▼ 1.27%▼ 1.57%
▼ 1.80%▼ 5.57%▼ 6.60%
▲ 1.84%▼ 0.87%▼ 3.13%
▲ 12.20%▲ 6.28%▲ 9.03%
▲ 6.24%▲ 5.14%▲ 7.29%
▲ 14.83%▲ 1.65%▲ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United States Steel
▲ 472.83%
4
Close
Jun 17, 2025
Super Micro Computer
0.12%
▲ 103.18%
1
Open
Nov 07, 2024
Broadcom
0.63%
▲ 64.62%
1
Open
Oct 23, 2024
Fidelity National Info
0.36%
▼ 12.59%
2
Buy
Aug 22, 2024
Halliburton
0.09%
▲ 96.62%
2
Buy
Aug 22, 2024
Expedia
0.83%
▲ 107.13%
2
Buy
Aug 22, 2024
Align Tech
0.85%
▼ 9.60%
2
Buy
Aug 22, 2024
UBS Group AG
0.16%
▲ 163.70%
2
Buy
Aug 22, 2024
Roblox
0.56%
▲ 157.81%
2
Buy
Aug 22, 2024
CrowdStrike Holdings
2.13%
▲ 123.60%
2
Buy
Aug 22, 2024
XPeng, Inc. ADR
0.08%
▲ 57.84%
2
Buy
Aug 22, 2024
Vale SA
0.04%
▼ 7.52%
2
Buy
Aug 22, 2024
Twilio
0.59%
▲ 49.71%
2
Buy
Aug 22, 2024
Las Vegas Sands
0.22%
▲ 24.02%
2
Buy
Aug 22, 2024
Lululemon Athletica
1.03%
▼ 21.60%
2
Buy
Aug 22, 2024
Southwest Airlines
0.16%
▲ 46.34%
2
Buy
Aug 22, 2024
Bristol-Myers Squibb
0.21%
▼ 1.98%
2
Buy
Aug 22, 2024
Teladoc
0.04%
▼ 40.64%
2
Buy
Aug 22, 2024
Simon Property
0.73%
▲ 153.45%
2
Buy
Aug 22, 2024
Freeport-McMoRan
0.2%
▲ 306.47%
3
Buy
Aug 22, 2024