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New Portfolio - New Portfolio
sri
New PortfolioIndividual Investor
Ranked #539,123 out of 832,409 TipRanks' Investors
Success Rate
34 out of 97
profitable transactions
profitable transactions
Average Return
-5.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.99%
6-Month Return▲ 8.79%
12-Month Return▼ 4.19%
YTD Return▼ 0.37%
Total Return▼ 16.36%
Best Trade
Bio
Buy when everyone sells
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.48%
May 2025
▲ 9.25%
▲ 5.14%
▼ 3.17%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.15%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.77%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.94%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 4.60%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 3.54%
Dec 2025
▲ 11.63%▲ 6.28%▲ 9.48%
▲ 9.25%▲ 5.14%▼ 3.17%
▲ 7.60%▲ 2.30%▲ 1.15%
▲ 2.76%▲ 2.05%▲ 3.77%
▲ 12.88%▲ 3.56%▼ 0.13%
▲ 10.96%▲ 2.38%▲ 0.94%
▼ 3.44%▲ 0.19%▼ 4.60%
▼ 0.68%▼ 0.24%▲ 3.54%
Recent Activity
Asana
36.24%
▼ 34.16%
11
Buy
Jan 04, 2025
Energy Transfer
41.82%
▲ 9.94%
5
Buy
Jan 04, 2025
Miller Value Partners Appreciation ETF
3.91%
▲ 9.12%
1
Open
Sep 18, 2024
Elastic
2.89%
▼ 28.45%
3
Open
Aug 30, 2024
Intel
0.48%
▲ 95.30%
1
Open
Aug 10, 2024
Dexcom
2.96%
▼ 0.77%
1
Open
Jul 27, 2024
Enphase Energy
―
▼ 40.04%
2
Close
Oct 23, 2023
Pfizer
―
▼ 15.47%
2
Close
Oct 23, 2023
Berkshire Hathaway B
―
▲ 17.98%
5
Close
Sep 08, 2023
Tesla
―
▲ 72.41%
4
Close
Sep 08, 2023
Alphabet Class A
―
▲ 19.10%
6
Close
Sep 08, 2023
Boston Beer
―
▲ 9.82%
2
Close
Sep 07, 2023
Meta Platforms
―
▲ 155.91%
6
Close
Aug 27, 2023
Gitlab
―
▲ 32.72%
2
Close
Aug 27, 2023
Opko Health
―
▲ 9.23%
6
Close
Aug 25, 2023
Arista Networks
―
▲ 104.94%
2
Close
Aug 25, 2023
Walt Disney
7.05%
▲ 27.92%
1
Open
Jun 24, 2023
Netflix
―
▲ 94.31%
2
Close
Jun 23, 2023
Butterfly Network
―
▼ 10.44%
2
Close
Jan 06, 2023
Trade Desk
―
▼ 39.08%
4
Close
Jan 04, 2023