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My Portfolio - New Portfolio

Tali01

My Portfolio
Individual Investor
Ranked #47,814 out of 807,773 TipRanks' Investors
Success Rate
72%
119 out of 165
profitable transactions
Average Return
25.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.31%
6-Month Return▲ 20.20%
12-Month Return▲ 32.98%
YTD Return▲ 24.05%
Total Return▲ 839.83%

Best Trade

Opened at
Closed at
Gain▲ 1536.36%

Bio

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Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 0.06%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.42%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.16%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.99%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 2.24%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.06%
▲ 6.03%▲ 2.69%▲ 5.49%
▼ 12.86%▼ 1.27%▼ 2.33%
▼ 1.80%▼ 5.57%▲ 3.42%
▲ 1.84%▼ 0.87%▲ 1.21%
▲ 12.20%▲ 6.28%▲ 7.16%
▲ 6.24%▲ 5.14%▲ 4.99%
▲ 3.68%▲ 0.93%▲ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Charles Schwab
0%
▲ 0.88%
1
Open
Jul 01, 2025
Qualcomm
0%
▲ 6.58%
1
Open
May 27, 2025
Enova International
0%
▲ 21.53%
1
Open
May 27, 2025
Amazon
▲ 10.67%
18
Close
Apr 24, 2025
Zillow Group Class C
▲ 12.66%
5
Close
Apr 24, 2025
Nutanix
0%
▲ 10.13%
1
Open
Apr 24, 2025
Main Street Capital
0%
▲ 17.39%
1
Open
Apr 24, 2025
Marathon Digital Holdings
0%
▲ 36.62%
1
Open
Apr 24, 2025
Enbridge
0%
▼ 4.27%
1
Open
Apr 02, 2025
Truth Social
▼ 50.10%
2
Close
Mar 21, 2025
Vanguard Total Stock Market ETF
17.75%
▲ 5.11%
3
Sell
Mar 20, 2025
Fundamental Investors, Class A Shares
10.82%
▲ 8.45%
2
Sell
Mar 20, 2025
Pentair
0%
▲ 20.61%
1
Open
Mar 19, 2025
Signet Jewelers
0%
▲ 41.23%
1
Open
Mar 19, 2025
Meta Platforms
0%
▲ 55.01%
11
Open
Feb 28, 2025
Microsoft
0%
▲ 23.02%
5
Open
Feb 28, 2025
Ford Motor
0%
▲ 25.16%
1
Open
Feb 28, 2025
Vanguard Total Stock Market Index Fund Institutional Plus Shares
2.4%
▲ 13.09%
3
Buy
Feb 18, 2025
Vanguard Value ETF
0.76%
▲ 6.60%
3
Buy
Feb 18, 2025
Exxon Mobil
0%
▲ 5.77%
1
Open
Feb 18, 2025