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Owned - New Portfolio

So

Owned
Individual Investor
Ranked #233,825 out of 851,848 TipRanks' Investors
Success Rate
62%
24 out of 39
profitable transactions
Average Return
34.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.54%
6-Month Return▲ 20.14%
12-Month Return▲ 34.42%
YTD Return▲ 10.80%
Total Return▲ 256.00%

Best Trade

Opened at
Closed at-
Gain▲ 255.40%

Bio

This is it.

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.08%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.21%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 10.80%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.87%
▲ 7.60%▲ 2.30%▲ 1.09%
▲ 2.76%▲ 2.05%▲ 5.59%
▲ 12.88%▲ 3.56%▲ 2.69%
▲ 10.96%▲ 2.38%▼ 1.08%
▼ 3.58%▲ 0.19%▲ 3.49%
▼ 0.10%▲ 0.08%▼ 1.21%
▲ 5.86%▲ 1.78%▲ 10.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MAG Silver
▲ 48.15%
2
Close
Aug 27, 2025
Pan American Silver
0%
▲ 92.52%
1
Open
Aug 27, 2025
Redfin
▼ 73.16%
2
Close
Jun 30, 2025
Rocket Companies
0%
▲ 46.47%
1
Open
Jun 30, 2025
Applied Genetic Technologies
▼ 93.21%
2
Close
Nov 30, 2022
Citrix Systems
▼ 25.74%
2
Close
Sep 26, 2022
First Citizens BancShares
0%
▲ 139.74%
1
Open
Jan 03, 2022
International Business Machines
0%
▲ 221.43%
1
Open
Jul 23, 2020
Torex Gold Resources
0%
▲ 255.40%
1
Open
Jul 23, 2020
Chevron
0%
▲ 139.47%
1
Open
Jul 23, 2020
Invesco Mortgage
5.81%
▼ 36.89%
1
Open
Jul 23, 2020
Eagle Point Credit Company
24.2%
▲ 111.47%
1
Open
Jul 23, 2020
Sabre
0.64%
▼ 79.10%
2
Sell
Jul 23, 2020
Orion Digital
0%
▼ 76.67%
1
Open
Jul 23, 2020
Chorus Aviation
0.31%
▲ 25.05%
1
Open
Jul 23, 2020
Tri Pointe
0%
▲ 97.83%
1
Open
Jul 23, 2020
Two Harbors
51.17%
▲ 26.34%
1
Open
Jul 23, 2020
Ooma
0%
▼ 26.92%
1
Open
Jul 23, 2020
FirstEnergy
0%
▲ 118.21%
1
Open
Jul 23, 2020
Adamas Trust
17.86%
▲ 59.20%
1
Open
Jul 23, 2020