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New Portfolio - New Portfolio

PJ

New Portfolio
Individual Investor
Ranked #10,463 out of 824,094 TipRanks' Investors
Success Rate
81%
83 out of 103
profitable transactions
Average Return
68.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return▲ 16.59%
12-Month Return▲ 12.95%
YTD Return▲ 17.37%
Total Return▲ 93.34%

Best Trade

Opened at
Closed at-
Gain▲ 341.29%

Bio

My US stocks

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.64%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.67%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.82%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.55%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.19%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.49%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.35%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.64%
▲ 0.80%▼ 0.87%▼ 2.67%
▲ 11.63%▲ 6.28%▲ 3.21%
▲ 9.25%▲ 5.14%▲ 2.82%
▲ 7.60%▲ 2.30%▲ 1.55%
▲ 2.76%▲ 2.05%▲ 4.19%
▲ 12.88%▲ 3.56%▲ 1.49%
▲ 4.43%▼ 0.27%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 271.65%
4
Close
May 16, 2025
Capital One Financial
1.32%
▲ 7.79%
1
Open
May 16, 2025
Medtronic
2.35%
▲ 5.94%
3
Buy
Jun 14, 2021
Nike
1.24%
▼ 36.61%
2
Buy
Jun 03, 2021
Garmin
▲ 45.28%
2
Close
Jun 01, 2021
Brookfield Renewable
▲ 40.38%
2
Close
Jun 01, 2021
JPMorgan Chase
5.48%
▲ 200.15%
3
Buy
May 11, 2021
Apple
7.75%
▲ 121.75%
2
Buy
May 11, 2021
Colgate-Palmolive
3.64%
▲ 13.95%
2
Buy
Apr 26, 2021
Walmart
5.95%
▲ 159.88%
2
Buy
Feb 20, 2021
Newmont Mining
4.18%
▲ 70.76%
2
Buy
Feb 20, 2021
Johnson & Johnson
5.93%
▲ 45.66%
3
Buy
Feb 08, 2021
Meta Platforms
11.01%
▲ 181.09%
3
Buy
Feb 04, 2021
Pfizer
1.88%
▼ 12.43%
3
Buy
Feb 04, 2021
Red Rock Resorts
2.88%
▲ 188.84%
1
Open
Jan 24, 2021
Rio Tinto
0.42%
▲ 47.82%
2
Buy
Jan 24, 2021
Ares Capital
0.78%
▲ 107.12%
3
Buy
Jan 24, 2021
Walt Disney
1.7%
▼ 34.54%
1
Open
Jan 24, 2021
Verizon
0.25%
▼ 5.38%
2
Buy
Jan 24, 2021
Medical Properties
0.09%
▼ 62.50%
2
Buy
Jan 24, 2021