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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #147,837 out of 807,472 TipRanks' Investors
Success Rate
58%
66 out of 114
profitable transactions
Average Return
23.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.24%
6-Month Return▲ 20.81%
12-Month Return▲ 20.09%
YTD Return▲ 22.16%
Total Return▲ 88.20%

Best Trade

Opened at
Closed at-
Gain▲ 660.35%

Bio

balanced

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.38%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.72%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.61%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.35%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 0.45%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.38%
▲ 6.03%▲ 2.69%▲ 7.51%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.80%▼ 5.57%▲ 0.72%
▲ 1.84%▼ 0.87%▲ 2.61%
▲ 12.20%▲ 6.28%▲ 6.10%
▲ 6.24%▲ 5.14%▲ 3.35%
▲ 2.60%▲ 1.01%▲ 0.45%

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
7.16%
▲ 4.91%
4
Buy
May 20, 2025
Microsoft
9.04%
▲ 36.81%
4
Buy
May 07, 2025
Novo Nordisk
2.08%
▲ 12.66%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.05%
▼ 0.80%
2
Buy
Apr 09, 2025
Leonardo SpA
9.87%
▲ 294.05%
4
Sell
Mar 18, 2025
Nvidia
1.46%
▲ 40.94%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.59%
▲ 1.76%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.37%
▲ 71.54%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.77%
▲ 9.27%
3
Buy
Feb 14, 2025
Arise AB
1.4%
▼ 5.31%
3
Buy
Jan 21, 2025
Vonovia
1.82%
▲ 2.70%
1
Open
Jan 03, 2025
UnitedHealth
1.81%
▼ 39.39%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.85%
▲ 14.39%
1
Open
Dec 09, 2024
Proact IT Group AB
1.63%
▼ 3.20%
3
Buy
Dec 02, 2024
Global Ship Lease
1.77%
▲ 27.82%
1
Open
Dec 02, 2024
PepsiCo
1.21%
▼ 13.78%
2
Buy
Nov 26, 2024