tiprankstipranks

INDIVIDUAL - New Portfolio

Nikhil

INDIVIDUAL
Individual Investor
Ranked #335,379 out of 858,885 TipRanks' Investors
Success Rate
51%
136 out of 267
profitable transactions
Average Return
16.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return▼ 5.51%
12-Month Return▲ 21.58%
YTD Return▼ 5.28%
Total Return▲ 15.43%

Best Trade

Opened at
Closed at-
Gain▲ 693.90%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.70%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.40%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.73%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.89%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.62%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.85%
▲ 10.96%▲ 2.38%▲ 2.70%
▼ 3.68%▲ 0.19%▼ 2.00%
▼ 0.10%▲ 0.08%▼ 0.40%
▲ 4.06%▲ 1.47%▲ 0.94%
▼ 1.12%▼ 0.86%▼ 2.73%
▲ 0.60%▼ 4.94%▼ 6.89%
▲ 4.89%▲ 4.48%▲ 3.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 52.21%
4
Close
May 16, 2025
Capital One Financial
0.29%
▼ 2.14%
1
Buy
May 16, 2025
Vanguard Total Stock Market ETF
0.28%
▲ 45.19%
3
Buy
Jun 29, 2022
Vanguard Value ETF
0.07%
▲ 36.31%
3
Buy
Jun 29, 2022
Vanguard Dividend Appreciation ETF
0.35%
▲ 38.66%
5
Buy
Jun 25, 2022
Vanguard High Dividend Yield Index ETF
0.56%
▲ 32.24%
5
Buy
Jun 25, 2022
Vanguard Total International Stock ETF
0.1%
▲ 35.85%
4
Buy
Jun 25, 2022
Fidelity Capital and Income Fund
0.03%
▼ 0.10%
8
Buy
Jun 11, 2022
Amazon
64.03%
▲ 48.85%
8
Buy
Jun 07, 2022
Fidelity Asset Manager 30%
0.13%
▲ 0.71%
7
Buy
Jun 04, 2022
Fidelity Asset Manager 20%
1.74%
▼ 1.21%
8
Buy
Jun 04, 2022
Invesco Rochester New York Municipals Fund Class A
1.11%
▼ 11.08%
9
Buy
Jun 02, 2022
Short Duration Strategic Income Fund - Investor Class
0.57%
▼ 6.02%
7
Buy
Jun 02, 2022
American Funds Ltd Term Tax-Ex Bond Fd of America Cl F-1 Shs
0.3%
▼ 2.59%
5
Buy
Jun 02, 2022
Fidelity Limited Term Municipal Income Fund
1.24%
▲ 0.40%
7
Buy
Jun 01, 2022
Fidelity Intermediate Treasury Bond Index Fund
0.45%
▼ 6.84%
7
Buy
Jun 01, 2022
Fidelity Investment Grade Bond Fund
0.27%
▼ 8.11%
5
Buy
Jun 01, 2022
Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi-Asset Income Fund
0.03%
▲ 6.84%
7
Buy
Jun 01, 2022
Fidelity Short-Term Treasury Bond Index Fund
0.65%
▼ 1.45%
5
Buy
Jun 01, 2022
Fidelity Total Bond
0.21%
▼ 6.09%
8
Buy
Jun 01, 2022