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Owned - New Portfolio
So
OwnedIndividual Investor
Ranked #235,530 out of 833,092 TipRanks' Investors
Success Rate
24 out of 39
profitable transactions
profitable transactions
Average Return
28.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.45%
6-Month Return▲ 15.47%
12-Month Return▲ 28.45%
YTD Return▲ 27.32%
Total Return▲ 222.40%
Best Trade
Bio
This is it.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.30%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 3.29%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.68%
Dec 2025
▲ 11.63%▲ 6.28%▲ 8.30%
▲ 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%
▼ 3.57%▲ 0.19%▲ 3.29%
▼ 3.92%▼ 1.01%▼ 0.68%
Recent Activity
MAG Silver
―
▲ 48.15%
2
Close
Aug 27, 2025
Pan American Silver
0%
▲ 52.25%
1
Open
Aug 27, 2025
Redfin
―
▼ 73.16%
2
Close
Jun 30, 2025
Rocket Companies
0%
▲ 31.52%
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%
▲ 148.52%
1
Open
Jan 03, 2022
International Business Machines
0%
▲ 212.29%
1
Open
Jul 23, 2020
Torex Gold Resources
0%
▲ 205.02%
1
Open
Jul 23, 2020
Chevron
0%
▲ 106.59%
1
Open
Jul 23, 2020
Invesco Mortgage
6.11%
▼ 43.62%
1
Open
Jul 23, 2020
Eagle Point Credit Company
26.44%
▲ 102.50%
1
Open
Jul 23, 2020
Sabre
0.89%
▼ 73.75%
2
Sell
Jul 23, 2020
Mogo Finance Technology
0%
▼ 80.42%
1
Open
Jul 23, 2020
Chorus Aviation
0.34%
▲ 24.53%
1
Open
Jul 23, 2020
Tri Pointe
0%
▲ 93.43%
1
Open
Jul 23, 2020
Two Harbors
48.53%
▲ 4.16%
1
Open
Jul 23, 2020
Ooma
0%
▼ 26.48%
1
Open
Jul 23, 2020
FirstEnergy
0%
▲ 105.72%
1
Open
Jul 23, 2020
Adamas Trust
17.69%
▲ 37.25%
1
Open
Jul 23, 2020