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New Portfolio - New Portfolio

Joe

New Portfolio
Individual Investor
Ranked #399,619 out of 834,043 TipRanks' Investors
Success Rate
37%
13 out of 35
profitable transactions
Average Return
40.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.06%
6-Month Return▲ 19.60%
12-Month Return▲ 18.73%
YTD Return▲ 23.50%
Total Return▼ 42.93%

Best Trade

Opened at
Closed at-
Gain▲ 958.05%

Bio

Performance

17.33%0-17.33%
▲ 11.63%
▲ 6.28%
▲ 8.11%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.97%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 13.12%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 5.07%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 17.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 10.49%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 2.06%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.11%
▲ 9.25%▲ 5.14%▲ 9.97%
▲ 7.60%▲ 2.30%▲ 13.12%
▲ 2.76%▲ 2.05%▼ 5.07%
▲ 12.88%▲ 3.56%▲ 7.17%
▲ 10.96%▲ 2.38%▲ 17.33%
▼ 3.57%▲ 0.19%▼ 10.49%
▲ 1.55%▲ 1.31%▼ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENGlobal
▼ 99.95%
2
Close
Jun 20, 2025
Rani Therapeutics Holdings
0%
▼ 47.76%
2
Sell
Oct 24, 2024
G1 Therapeutics
▼ 46.08%
3
Close
Sep 17, 2024
Nano Nuclear Energy Inc.
0%
▲ 157.36%
1
Open
Aug 19, 2024
Oklo Inc
0%
▲ 958.05%
1
Open
Aug 19, 2024
Rocket Lab USA
83.83%
▲ 882.61%
1
Open
Aug 19, 2024
Intuitive Machines
0%
▲ 258.82%
1
Open
Aug 19, 2024
CervoMed
0%
▼ 52.72%
1
Open
Aug 19, 2024
NuScale Power
0%
▲ 57.64%
1
Open
Aug 19, 2024
Black Diamond Therapeutics
0%
▼ 54.96%
1
Open
Aug 19, 2024
Athira Pharma
0%
▼ 78.19%
1
Open
Aug 19, 2024
Orbital Infrastructure Group
▼ 99.92%
2
Close
Dec 07, 2023
Mereo Biopharma Group Plc
0%
▲ 84.80%
1
Open
May 18, 2023
Acumen Pharmaceuticals
0%
▼ 62.32%
1
Open
May 12, 2023
Hookipa Pharma
0%
▼ 95.38%
1
Open
May 12, 2023
aTyr Pharma
0%
▼ 68.69%
1
Open
May 12, 2023
Comerica
0%
▲ 45.83%
1
Open
Jan 29, 2023
Cleanspark
5.83%
▼ 37.91%
1
Open
Apr 19, 2021
Clover Health Investments
0%
▼ 85.30%
1
Open
Dec 28, 2020
Apple
4.87%
▲ 135.42%
2
Buy
Nov 17, 2020