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Individual - New Portfolio

ZBASS

Individual
Individual Investor
Ranked #470,384 out of 808,802 TipRanks' Investors
Success Rate
43%
168 out of 390
profitable transactions
Average Return
6.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.96%
6-Month Return▲ 37.08%
12-Month Return▲ 56.18%
YTD Return▲ 44.83%
Total Return▲ 202.40%

Best Trade

Opened at
Closed at-
Gain▲ 2038.44%

Bio

Buy & Hold w/ speculative

Performance

20.63%0-20.63%
▲ 5.10%
▼ 2.41%
▼ 2.08%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 13.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.72%
May 2025
▲ 6.24%
▲ 5.14%
▲ 20.63%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.26%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.08%
▲ 6.03%▲ 2.69%▲ 13.31%
▼ 12.86%▼ 1.27%▲ 0.18%
▼ 1.80%▼ 5.57%▼ 7.64%
▲ 1.84%▼ 0.87%▼ 2.38%
▲ 12.20%▲ 6.28%▲ 14.72%
▲ 6.24%▲ 5.14%▲ 20.63%
▲ 14.83%▲ 1.65%▲ 2.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 49.20%
6
Close
Feb 27, 2025
CoStar Group
1.37%
▲ 14.24%
1
Buy
Feb 27, 2025
Good Natured Products
▼ 40.18%
4
Close
Oct 23, 2024
Shift Technologies
▼ 77.73%
8
Close
Oct 14, 2024
Vanguard International High Dividend Yield Index Fund Admiral Shares
6.04%
▲ 28.27%
6
Buy
Mar 20, 2024
Tesla
29.07%
▲ 115.43%
15
Buy
Mar 16, 2024
Walgreens Boots Alliance
1.47%
▼ 33.36%
19
Buy
Mar 13, 2024
Dorian LPG
0.58%
▼ 24.17%
1
Buy
Mar 11, 2024
FedEx
▼ 7.29%
14
Close
Mar 09, 2024
Rocket Companies
▼ 45.98%
8
Close
Mar 09, 2024
iShares 20+ Year Treasury Bond ETF
2.2%
▼ 7.92%
9
Buy
Mar 09, 2024
Starbucks
0.98%
▲ 14.25%
15
Buy
Feb 28, 2024
Costco
4.04%
▲ 103.33%
17
Buy
Feb 19, 2024
Apple
8%
▲ 56.43%
16
Buy
Feb 17, 2024
Micron
0.82%
▲ 39.82%
10
Buy
Jan 19, 2024
Walt Disney
1.12%
▼ 20.26%
11
Buy
Jan 11, 2024
Nvidia
14.02%
▲ 543.59%
11
Buy
Dec 30, 2023
Affirm Holdings
▼ 44.50%
7
Close
Dec 29, 2023
Greenbriar Capital
▲ 10.54%
4
Close
Nov 21, 2023
Spruce Power Holding
0.03%
▼ 83.99%
11
Sell
Oct 10, 2023