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보유 - New Portfolio

NEO

보유
Individual Investor
Ranked #60,827 out of 812,492 TipRanks' Investors
Success Rate
58%
254 out of 436
profitable transactions
Average Return
53.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.77%
6-Month Return▲ 17.30%
12-Month Return▲ 51.52%
YTD Return▲ 24.26%
Total Return▲ 106.19%

Best Trade

Opened at
Closed at-
Gain▲ 4044.74%

Bio

BASIC

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 5.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.40%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.33%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.44%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.96%
Jul 2025
▲ 1.33%
▲ 0.03%
▲ 3.27%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.88%
▼ 12.86%▼ 1.27%▼ 8.04%
▼ 1.80%▼ 5.57%▼ 8.40%
▲ 1.84%▼ 0.87%▲ 6.33%
▲ 12.20%▲ 6.28%▲ 12.51%
▲ 6.24%▲ 5.14%▲ 7.44%
▲ 27.87%▲ 2.30%▲ 4.96%
▲ 1.33%▲ 0.03%▲ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
▲ 154.17%
7
Close
Feb 20, 2025
ARK Autonomous Technology & Robotics ETF
▲ 18.60%
6
Close
Feb 20, 2025
ASML Holding
▲ 100.27%
4
Close
Feb 20, 2025
PayPal Holdings
▼ 45.02%
8
Close
Feb 20, 2025
Mastercard
▲ 80.13%
8
Close
Feb 20, 2025
Snap
▼ 79.60%
2
Close
Feb 20, 2025
iShares Expanded Tech-Software Sector ETF
3.69%
▲ 57.60%
4
Buy
Feb 20, 2025
iShares Global Clean Energy ETF
▼ 48.69%
2
Close
Feb 20, 2025
Coca-Cola
▲ 54.47%
5
Close
Feb 20, 2025
Schrodinger
▼ 70.24%
5
Close
Feb 20, 2025
Invesco Solar ETF
▼ 60.32%
2
Close
Feb 20, 2025
Shopify
▼ 7.13%
3
Close
Feb 20, 2025
Luminar Technologies
▼ 98.17%
3
Close
Feb 20, 2025
BlackRock
▲ 59.61%
3
Close
Feb 20, 2025
Datadog
▲ 45.45%
6
Close
Feb 20, 2025
Cerence
▼ 86.83%
3
Close
Feb 20, 2025
Coinbase Global
▲ 3.60%
2
Close
Feb 20, 2025
Global X U.S. Infrastructure Development ETF
▲ 63.93%
2
Close
Feb 20, 2025
Invesco Dynamic Food & Beverage ETF
▲ 21.06%
2
Close
Feb 20, 2025
Walmart
▲ 63.31%
6
Close
Feb 20, 2025