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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #202,813 out of 833,092 TipRanks' Investors
Success Rate
57%
68 out of 119
profitable transactions
Average Return
22.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 6.36%
12-Month Return▲ 25.35%
YTD Return▲ 26.95%
Total Return▲ 95.76%

Best Trade

Opened at
Closed at-
Gain▲ 683.00%

Bio

balanced

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.35%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.19%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.73%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 1.07%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.10%
▲ 9.25%▲ 5.14%▲ 3.35%
▲ 7.60%▲ 2.30%▼ 2.40%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 5.11%
▲ 10.96%▲ 2.38%▼ 0.19%
▼ 3.57%▲ 0.19%▼ 1.73%
▼ 3.92%▼ 1.01%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
14.23%
▲ 8.67%
7
Buy
Dec 18, 2025
MFE-MediaForEurope NV Class A
▲ 30.46%
2
Close
Nov 01, 2025
Stride
5.58%
▲ 54.35%
3
Buy
Oct 29, 2025
Dollar General
1.93%
▲ 31.59%
1
Open
Sep 24, 2025
NOS SGPS
▲ 31.26%
2
Close
Sep 04, 2025
Huya
▲ 4.39%
3
Close
Aug 26, 2025
Lamar Advertising
1.09%
▲ 4.18%
1
Open
Aug 26, 2025
Skyworks Solutions
▼ 42.54%
3
Close
Jun 02, 2025
Microsoft
8.21%
▲ 31.97%
4
Buy
May 07, 2025
Novo Nordisk
1.35%
▼ 21.42%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.04%
▼ 12.84%
2
Buy
Apr 09, 2025
Leonardo SpA
9.61%
▲ 305.78%
4
Sell
Mar 18, 2025
Nvidia
1.48%
▲ 50.69%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
2.58%
▲ 74.26%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.04%
▲ 72.50%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.66%
▲ 12.60%
3
Buy
Feb 14, 2025
Arise AB
1.72%
▲ 22.96%
3
Buy
Jan 21, 2025