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Individual - New Portfolio

Beatit

Individual
Individual Investor
Ranked #616,759 out of 857,307 TipRanks' Investors
Success Rate
33%
394 out of 1206
profitable transactions
Average Return
-13.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.12%
6-Month Return▼ 15.96%
12-Month Return▲ 2.03%
YTD Return▼ 11.80%
Total Return▼ 32.75%

Best Trade

Opened at
Closed at-
Gain▲ 790.23%

Bio

My income and growth portfolio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 2.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.71%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.24%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.58%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.67%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 9.73%
Feb 2026
▲ 1.73%
▼ 5.20%
▲ 1.43%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 2.99%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 10.96%▲ 2.38%▲ 5.71%
▼ 3.68%▲ 0.19%▼ 4.24%
▼ 0.10%▲ 0.08%▼ 3.58%
▲ 4.06%▲ 1.47%▼ 3.67%
▼ 1.18%▼ 0.86%▼ 9.73%
▲ 1.73%▼ 5.20%▲ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 76.11%
3
Close
Feb 27, 2025
CoStar Group
0.02%
▼ 42.31%
1
Buy
Feb 27, 2025
Invitae
▼ 99.96%
10
Close
Jul 08, 2024
Genco Shipping
▲ 10.98%
2
Close
Jan 27, 2023
JPMorgan Equity Premium Income ETF
1.59%
▲ 1.63%
1
Buy
Jan 26, 2023
Moderna
0.07%
▲ 8.94%
4
Close
Jan 25, 2023
Upstart Holdings
0.25%
▼ 77.15%
24
Buy
Jan 25, 2023
Silvergate Capital
▼ 90.85%
5
Close
Jan 14, 2023
Enterprise Products Partners
▲ 3.62%
7
Close
Jan 14, 2023
Stitch Fix
▼ 82.06%
3
Sell
Jan 14, 2023
Intuit
▼ 42.56%
3
Close
Jan 14, 2023
Schwab 1000 Index ETF
▲ 47.41%
3
Close
Jan 14, 2023
XPeng, Inc. ADR
▼ 73.08%
6
Close
Jan 14, 2023
QuantumScape
▼ 81.62%
5
Close
Jan 14, 2023
British American Tobacco
▼ 1.98%
7
Close
Jan 14, 2023
InMode
0.65%
▼ 52.99%
6
Buy
Jan 13, 2023
Arbor Realty
0.94%
▼ 60.18%
14
Buy
Jan 13, 2023
Zoom Video Communications
0.67%
▼ 71.64%
13
Buy
Jan 13, 2023
Cloudflare
1.52%
▲ 55.29%
16
Buy
Jan 13, 2023
Prospect Capital
0.76%
▼ 62.74%
16
Buy
Jan 13, 2023