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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #504,188 out of 849,606 TipRanks' Investors
Success Rate
49%
88 out of 179
profitable transactions
Average Return
2.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.87%
6-Month Return▲ 10.95%
12-Month Return▲ 27.56%
YTD Return▲ 2.36%
Total Return▲ 21.57%

Best Trade

Opened at
Closed at-
Gain▲ 277.56%

Bio

Mechanical philosophy's understanding of stocks

Performance

14.77%0-14.77%
▲ 9.25%
▲ 5.14%
▲ 0.93%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.38%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.13%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 7.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.10%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 2.36%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 0.93%
▲ 7.60%▲ 2.30%▲ 3.38%
▲ 2.76%▲ 2.05%▲ 5.69%
▲ 12.88%▲ 3.56%▲ 14.77%
▲ 10.96%▲ 2.38%▼ 4.13%
▼ 3.58%▲ 0.19%▼ 7.33%
▼ 0.10%▲ 0.08%▼ 0.10%
▲ 3.22%▲ 1.43%▲ 2.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Core Natural Resources
0%
▼ 4.23%
2
Sell
Nov 06, 2025
Circle Internet Group, Inc. Class A
1.37%
▼ 21.40%
1
Open
Nov 06, 2025
Vanguard Intermediate-Term Corporate Bond ETF
0%
▲ 1.06%
1
Open
Oct 06, 2025
Strategy
0.87%
▼ 39.55%
2
Buy
Sep 25, 2025
Lululemon Athletica
0%
▼ 0.86%
1
Open
Aug 18, 2025
Alibaba
4.12%
▼ 25.55%
11
Sell
Apr 03, 2025
Alphabet Class C
46.12%
▲ 163.07%
10
Buy
Apr 03, 2025
Nike
9.63%
▼ 1.78%
3
Buy
Apr 03, 2025
Kering SA
5.01%
▲ 36.28%
1
Open
Mar 17, 2025
Adobe
2.95%
▼ 31.97%
2
Buy
Mar 13, 2025
Intel
0%
▲ 22.91%
16
Sell
Mar 13, 2025
Arch Resources
▼ 26.23%
2
Close
Jan 13, 2025
Restaurant Brands International
0%
▲ 17.29%
4
Open
Dec 08, 2024
PDD Holdings
12.78%
▲ 20.97%
13
Buy
Nov 21, 2024
Walt Disney
0%
▲ 32.18%
6
Sell
Nov 21, 2024
Southwest Airlines
▲ 12.49%
2
Close
Nov 21, 2024
Tesla
0%
▲ 130.35%
6
Sell
Nov 11, 2024
The Estée Lauder Companies
4.59%
▲ 82.13%
1
Open
Nov 11, 2024
Occidental Petroleum
0%
▼ 15.39%
1
Open
Sep 06, 2024
Advanced Micro Devices
▲ 98.36%
6
Close
Aug 21, 2024