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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #194,121 out of 849,606 TipRanks' Investors
Success Rate
57%
69 out of 121
profitable transactions
Average Return
28.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.49%
6-Month Return▲ 8.96%
12-Month Return▲ 27.23%
YTD Return▲ 5.51%
Total Return▲ 105.72%

Best Trade

Opened at
Closed at-
Gain▲ 846.01%

Bio

balanced

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.35%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.51%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.19%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.25%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 5.51%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 3.35%
▲ 7.60%▲ 2.30%▼ 2.51%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 5.03%
▲ 10.96%▲ 2.38%▼ 0.19%
▼ 3.58%▲ 0.19%▼ 1.74%
▼ 0.10%▲ 0.08%▼ 1.25%
▲ 3.22%▲ 1.43%▲ 5.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0.61%
▼ 4.05%
1
Open
Jan 03, 2026
Berkshire Hathaway B
13.32%
▲ 5.27%
7
Buy
Dec 18, 2025
MFE-MediaForEurope NV Class A
▲ 30.46%
2
Close
Nov 01, 2025
Stride
5.65%
▲ 63.57%
3
Buy
Oct 29, 2025
Dollar General
2.01%
▲ 43.81%
1
Open
Sep 24, 2025
NOS SGPS
▲ 31.26%
2
Close
Sep 04, 2025
Huya
▲ 4.39%
3
Close
Aug 26, 2025
Lamar Advertising
1.07%
▲ 8.42%
1
Open
Aug 26, 2025
Skyworks Solutions
▼ 42.54%
3
Close
Jun 02, 2025
Microsoft
7.45%
▲ 25.39%
4
Buy
May 07, 2025
Novo Nordisk
1.66%
▲ 2.08%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.04%
▼ 11.75%
2
Buy
Apr 09, 2025
Leonardo SpA
11.08%
▲ 390.26%
4
Sell
Mar 18, 2025
Nvidia
1.51%
▲ 61.16%
1
Open
Mar 13, 2025
McDonald's
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
2.68%
▲ 89.51%
1
Open
Mar 05, 2025
Starbucks
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.01%
▲ 75.44%
3
Open
Feb 20, 2025
Shell (UK)
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
3.14%
▲ 39.49%
3
Buy
Feb 14, 2025