tiprankstipranks

bar ilan 2 - New Portfolio

PerformancePortfolio Details

eric lozon

bar ilan 2
Individual Investor
Ranked #174,031 out of 858,971 TipRanks' Investors
Success Rate
71%
12 out of 17
profitable transactions
Average Return
66.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.30%
6-Month Return▲ 5.18%
12-Month Return▲ 35.45%
YTD Return▲ 2.89%
Total Return▲ 84.59%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 480.62%

Bio

Cross sector portfolio with emphasis on major tech companies.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.24%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.89%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.57%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.69%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.95%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.62%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.24%
▲ 10.96%▲ 2.38%▲ 4.81%
▼ 3.68%▲ 0.19%▼ 0.89%
▼ 0.10%▲ 0.08%▼ 1.57%
▲ 4.06%▲ 1.47%▼ 0.22%
▼ 1.12%▼ 0.86%▲ 0.69%
▲ 0.60%▼ 4.94%▼ 3.95%
▲ 4.89%▲ 4.48%▲ 6.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CAT
Caterpillar
7.14%
▲ 108.69%
1
Open
Jan 20, 2025
NVDA
Nvidia
7.14%
▲ 262.61%
3
Sell
Jun 18, 2024
TGT
Target
―
▼ 34.22%
2
Close
Jun 02, 2024
MAT
Mattel
―
▼ 20.19%
2
Close
Jun 02, 2024
GOOGL
Alphabet Class A
7.14%
▲ 87.08%
1
Open
Jun 02, 2024
AVGO
Broadcom
7.14%
▲ 193.15%
1
Open
Jun 02, 2024
BRK.B
Berkshire Hathaway B
7.14%
▲ 15.77%
1
Open
Jun 02, 2024
AAPL
Apple
7.14%
▲ 63.57%
1
Open
Nov 25, 2021
CVX
Chevron
7.14%
▲ 94.20%
1
Open
Nov 25, 2021
NFLX
Netflix
7.14%
▲ 56.71%
1
Open
Nov 25, 2021
UNH
UnitedHealth
7.14%
▼ 24.79%
1
Open
Nov 25, 2021
QCOM
Qualcomm
7.14%
▼ 19.77%
1
Open
Nov 25, 2021
HD
Home Depot
7.14%
▼ 7.41%
1
Open
Nov 25, 2021
BAC
Bank of America
7.14%
▲ 25.30%
1
Open
Nov 25, 2021
MSFT
Microsoft
7.14%
▲ 17.56%
1
Open
Nov 25, 2021
KO
Coca-Cola
7.14%
▲ 57.61%
1
Open
Nov 25, 2021