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Portfolio pw - New Portfolio

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Portfolio pw
Individual Investor
Ranked #279,085 out of 793,704 TipRanks' Investors
Success Rate
52%
471 out of 908
profitable transactions
Average Return
8.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▼ 4.64%
12-Month Return▼ 4.34%
YTD Return▼ 17.12%
Total Return▲ 32.87%

Best Trade

Opened at
Closed at-
Gain▲ 430.64%

Bio

Tactical

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.91%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.91%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.28%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 6.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.33%
Feb 2025
▲ 3.73%
▼ 4.27%
▲ 0.71%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 8.91%
▲ 2.93%▲ 2.10%▲ 0.91%
▲ 10.00%▼ 0.89%▲ 5.64%
▲ 26.01%▲ 5.96%▲ 9.48%
▲ 5.33%▼ 2.41%▼ 0.28%
▲ 5.89%▲ 2.69%▼ 6.13%
▼ 12.86%▼ 1.27%▼ 12.33%
▲ 3.73%▼ 4.27%▲ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab U.S. Large-Cap Growth ETF
0%
▲ 9.56%
7
Open
Mar 27, 2025
Okta
0%
0.00%
1
Open
Mar 27, 2025
Rithm Capital
7.8%
▲ 20.98%
21
Buy
Mar 25, 2025
Berkshire Hathaway B
15.06%
▲ 56.21%
9
Sell
Mar 20, 2025
Alibaba
0%
▼ 0.93%
1
Open
Mar 20, 2025
Invesco Senior Loan ETF
2.97%
▲ 6.47%
17
Buy
Mar 14, 2025
JPMorgan Equity Premium Income ETF
2.04%
▲ 5.57%
11
Buy
Mar 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.88%
▲ 4.84%
12
Buy
Mar 14, 2025
YieldMax NVDA Option Income Strategy ETF
1.92%
▼ 8.34%
14
Buy
Mar 14, 2025
ProShares Ultra Bitcoin ETF
▼ 37.57%
3
Close
Mar 14, 2025
Coterra Energy
0%
▲ 7.49%
1
Open
Mar 10, 2025
Diamondback
0%
▲ 13.98%
1
Open
Mar 10, 2025
Blackstone Group
10.03%
▲ 76.46%
31
Buy
Feb 20, 2025
MPLX
8.76%
▲ 86.71%
17
Buy
Feb 20, 2025
Energy Transfer
16.44%
▲ 119.24%
30
Buy
Feb 20, 2025
Plains All American
2.99%
▲ 13.97%
8
Buy
Feb 20, 2025
Blackstone Secured Lending Fund
3.44%
▲ 21.97%
10
Buy
Feb 20, 2025
ProShares Bitcoin Strategy ETF
▲ 14.11%
5
Close
Feb 19, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
▼ 2.76%
2
Close
Feb 19, 2025
BlackSky Technology
▲ 26.00%
2
Close
Feb 15, 2025