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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #200,520 out of 811,229 TipRanks' Investors
Success Rate
55%
63 out of 114
profitable transactions
Average Return
20.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.56%
6-Month Return▲ 10.53%
12-Month Return▲ 15.46%
YTD Return▲ 18.81%
Total Return▲ 83.15%

Best Trade

Opened at
Closed at-
Gain▲ 647.89%

Bio

balanced

Performance

29.14%0-29.14%
▲ 5.10%
▼ 2.41%
▼ 5.32%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.72%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.59%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.35%
Jun 2025
▲ 29.14%
▲ 2.30%
▼ 2.27%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.32%
▲ 6.03%▲ 2.69%▲ 7.49%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.80%▼ 5.57%▲ 0.72%
▲ 1.84%▼ 0.87%▲ 2.59%
▲ 12.20%▲ 6.28%▲ 6.10%
▲ 6.24%▲ 5.14%▲ 3.35%
▲ 29.14%▲ 2.30%▼ 2.27%

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%
▲ 3.37%
4
Buy
May 20, 2025
Microsoft
9.9%
▲ 44.96%
4
Buy
May 07, 2025
Novo Nordisk
1.5%
▼ 19.24%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.05%
▼ 4.53%
2
Buy
Apr 09, 2025
Leonardo SpA
10.04%
▲ 287.58%
4
Sell
Mar 18, 2025
Nvidia
1.65%
▲ 53.91%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.79%
▲ 10.47%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.58%
▲ 72.01%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.6%
▼ 0.66%
3
Buy
Feb 14, 2025
Arise AB
1.41%
▼ 5.46%
3
Buy
Jan 21, 2025
Vonovia
1.74%
▼ 2.31%
1
Open
Jan 03, 2025
UnitedHealth
1.54%
▼ 50.07%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.98%
▲ 18.76%
1
Open
Dec 09, 2024
Proact IT Group AB
1.54%
▼ 9.34%
3
Buy
Dec 02, 2024
Global Ship Lease
1.94%
▲ 35.42%
1
Open
Dec 02, 2024
PepsiCo
1.28%
▼ 11.57%
2
Buy
Nov 26, 2024