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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #100,927 out of 803,420 TipRanks' Investors
Success Rate
61%
70 out of 114
profitable transactions
Average Return
23.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.54%
6-Month Return▲ 11.87%
12-Month Return▲ 12.97%
YTD Return▲ 18.91%
Total Return▲ 82.66%

Best Trade

Opened at
Closed at-
Gain▲ 662.52%

Bio

balanced

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.93%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 5.65%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 7.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.09%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.19%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.66%
May 2025
▲ 5.90%
▲ 2.03%
▲ 3.93%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.93%
▲ 5.43%▼ 2.41%▼ 5.65%
▲ 5.99%▲ 2.69%▲ 7.37%
▼ 12.86%▼ 1.27%▼ 1.22%
▼ 1.80%▼ 5.57%▼ 0.09%
▲ 1.76%▼ 0.87%▲ 2.19%
▲ 12.21%▲ 6.28%▲ 5.66%
▲ 5.90%▲ 2.03%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Skyworks Solutions
▼ 42.54%
3
Close
Jun 02, 2025
Berkshire Hathaway B
7.29%
▲ 6.94%
4
Buy
May 20, 2025
Microsoft
8.47%
▲ 28.42%
4
Buy
May 07, 2025
Novo Nordisk
2.36%
▲ 31.67%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.05%
▲ 4.01%
2
Buy
Apr 09, 2025
Leonardo SpA
9.95%
▲ 295.16%
4
Sell
Mar 18, 2025
Nvidia
1.28%
▲ 23.59%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.6%
▲ 2.41%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.3%
▲ 70.84%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.73%
▲ 7.75%
3
Buy
Feb 14, 2025
Arise AB
1.45%
▲ 0.10%
3
Buy
Jan 21, 2025
Vonovia
1.8%
▲ 5.06%
1
Open
Jan 03, 2025
UnitedHealth
1.86%
▼ 38.30%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.89%
▲ 15.56%
1
Open
Dec 09, 2024
Proact IT Group AB
1.79%
▲ 8.66%
3
Buy
Dec 02, 2024
Global Ship Lease
1.69%
▲ 22.36%
1
Open
Dec 02, 2024
PepsiCo
1.16%
▼ 16.72%
2
Buy
Nov 26, 2024