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Individual - New Portfolio

Beatit

Individual
Individual Investor
Ranked #506,263 out of 808,802 TipRanks' Investors
Success Rate
36%
434 out of 1206
profitable transactions
Average Return
-6.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.51%
6-Month Return▲ 7.08%
12-Month Return▲ 34.52%
YTD Return▲ 9.18%
Total Return▼ 24.00%

Best Trade

Opened at
Closed at-
Gain▲ 809.78%

Bio

My income and growth portfolio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 6.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.78%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.34%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.48%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.52%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.44%
▲ 6.03%▲ 2.69%▲ 5.42%
▼ 12.86%▼ 1.27%▼ 3.01%
▼ 1.80%▼ 5.57%▼ 12.78%
▲ 1.84%▼ 0.87%▲ 1.34%
▲ 12.20%▲ 6.28%▲ 6.60%
▲ 6.24%▲ 5.14%▲ 9.48%
▲ 14.83%▲ 1.65%▲ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 76.11%
3
Close
Feb 27, 2025
CoStar Group
0.03%
▲ 14.24%
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
1.5%
▲ 3.32%
1
Buy
Jan 26, 2023
Moderna
0.04%
▲ 7.52%
4
Close
Jan 25, 2023
Upstart Holdings
0.69%
▼ 31.77%
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
0.62%
▼ 51.01%
6
Buy
Jan 13, 2023
Arbor Realty
1.31%
▼ 39.83%
14
Buy
Jan 13, 2023
Zoom Video Communications
0.6%
▼ 72.39%
13
Buy
Jan 13, 2023
Cloudflare
1.25%
▲ 37.87%
16
Buy
Jan 13, 2023
Prospect Capital
0.96%
▼ 49.02%
16
Buy
Jan 13, 2023