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INDIVIDUAL - New Portfolio
Nikhil
INDIVIDUALIndividual Investor
Ranked #323,846 out of 827,325 TipRanks' Investors
Success Rate
136 out of 267
profitable transactions
profitable transactions
Average Return
17.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.65%
6-Month Return▲ 19.13%
12-Month Return▲ 10.43%
YTD Return▲ 13.32%
Total Return▲ 21.84%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 2.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.90%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.08%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.70%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 2.19%
Nov 2025
▲ 0.80%▼ 0.87%▲ 2.41%
▲ 11.63%▲ 6.28%▲ 3.90%
▲ 9.25%▲ 5.14%▲ 6.08%
▲ 7.60%▲ 2.30%▲ 3.23%
▲ 2.76%▲ 2.05%▲ 2.44%
▲ 12.88%▲ 3.56%▲ 2.85%
▲ 10.96%▲ 2.38%▲ 2.70%
▼ 4.30%▼ 1.63%▼ 2.19%
Recent Activity
Discover Financial Services
―
▲ 52.21%
4
Close
May 16, 2025
Capital One Financial
0.32%
▲ 10.45%
1
Buy
May 16, 2025
Vanguard Total Stock Market ETF
0.27%
▲ 43.21%
3
Buy
Jun 29, 2022
Vanguard Value ETF
0.06%
▲ 27.67%
3
Buy
Jun 29, 2022
Vanguard Dividend Appreciation ETF
0.33%
▲ 35.31%
5
Buy
Jun 25, 2022
Vanguard High Dividend Yield Index ETF
0.51%
▲ 24.02%
5
Buy
Jun 25, 2022
Vanguard Total International Stock ETF
0.09%
▲ 25.28%
4
Buy
Jun 25, 2022
Fidelity Capital and Income Fund
0.03%
▼ 1.56%
8
Buy
Jun 11, 2022
Amazon
64.09%
▲ 52.11%
8
Buy
Jun 07, 2022
Fidelity Asset Manager 30%
0.12%
▼ 0.60%
7
Buy
Jun 04, 2022
Fidelity Asset Manager 20%
1.67%
▼ 1.92%
8
Buy
Jun 04, 2022
Invesco Rochester New York Municipals Fund Class A
1.1%
▼ 10.60%
9
Buy
Jun 02, 2022
Short Duration Strategic Income Fund - Investor Class
0.56%
▼ 5.68%
7
Buy
Jun 02, 2022
American Funds Ltd Term Tax-Ex Bond Fd of America Cl F-1 Shs
0.29%
▼ 2.59%
5
Buy
Jun 02, 2022
Fidelity Limited Term Municipal Income Fund
1.21%
▲ 0.25%
7
Buy
Jun 01, 2022
Fidelity Intermediate Treasury Bond Index Fund
0.45%
▼ 6.06%
7
Buy
Jun 01, 2022
Fidelity Investment Grade Bond Fund
0.26%
▼ 7.46%
5
Buy
Jun 01, 2022
Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi-Asset Income Fund
0.03%
▲ 5.75%
7
Buy
Jun 01, 2022
Fidelity Short-Term Treasury Bond Index Fund
0.64%
▼ 0.59%
5
Buy
Jun 01, 2022
Fidelity Total Bond
0.21%
▼ 5.62%
8
Buy
Jun 01, 2022