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New Portfolio - New Portfolio
Mike
New PortfolioIndividual Investor
Ranked #149,874 out of 807,269 TipRanks' Investors
Success Rate
66 out of 114
profitable transactions
profitable transactions
Average Return
22.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.90%
6-Month Return▲ 19.43%
12-Month Return▲ 18.73%
YTD Return▲ 20.77%
Total Return▲ 86.06%
Best Trade
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
▲ 2.03%
▲ 0.40%
▼ 0.69%
Jul 2025
▲ 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%
▲ 2.03%▲ 0.40%▼ 0.69%
Recent Activity
Skyworks Solutions
―
▼ 42.54%
3
Close
Jun 02, 2025
Berkshire Hathaway B
7.17%
▲ 4.60%
4
Buy
May 20, 2025
Microsoft
8.94%
▲ 34.94%
4
Buy
May 07, 2025
Novo Nordisk
2.09%
▲ 12.66%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.05%
▼ 0.80%
2
Buy
Apr 09, 2025
Leonardo SpA
9.89%
▲ 293.54%
4
Sell
Mar 18, 2025
Nvidia
1.44%
▲ 38.44%
1
Open
Mar 13, 2025
McDonald's
―
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.58%
▲ 0.33%
1
Open
Mar 05, 2025
Starbucks
―
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.35%
▲ 71.08%
3
Open
Feb 20, 2025
Shell (UK)
―
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.78%
▲ 9.26%
3
Buy
Feb 14, 2025
Arise AB
1.4%
▼ 5.46%
3
Buy
Jan 21, 2025
Vonovia
1.83%
▲ 2.70%
1
Open
Jan 03, 2025
UnitedHealth
1.85%
▼ 38.44%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.87%
▲ 15.32%
1
Open
Dec 09, 2024
Proact IT Group AB
1.64%
▼ 3.20%
3
Buy
Dec 02, 2024
Global Ship Lease
1.8%
▲ 29.67%
1
Open
Dec 02, 2024
PepsiCo
1.22%
▼ 13.42%
2
Buy
Nov 26, 2024