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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #184,215 out of 793,835 TipRanks' Investors
Success Rate
44%
66 out of 149
profitable transactions
Average Return
29.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.41%
6-Month Return▲ 23.53%
12-Month Return▲ 28.08%
YTD Return▲ 18.41%
Total Return▲ 206.77%

Best Trade

Opened at
Closed at-
Gain▲ 2415.37%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.84%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.29%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 9.58%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 13.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.70%
Feb 2025
▲ 1.87%
▼ 6.20%
▲ 1.41%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 7.72%
▲ 10.00%▼ 0.89%▲ 1.84%
▲ 26.01%▲ 5.96%▲ 13.29%
▲ 5.33%▼ 2.41%▼ 9.58%
▲ 5.89%▲ 2.69%▲ 13.70%
▼ 12.86%▼ 1.27%▲ 2.70%
▲ 1.87%▼ 6.20%▲ 1.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Federal National Mortgage Association
2.23%
▲ 143.87%
3
Sell
Feb 26, 2025
Ford Motor
0%
▲ 1.49%
1
Open
Feb 02, 2025
Green Dot
0%
▼ 6.80%
1
Open
Apr 29, 2024
Wells Fargo
0%
▲ 11.98%
3
Open
Apr 15, 2024
Rocket Companies
▼ 41.84%
2
Close
Mar 24, 2024
Mullen Automotive
▼ 99.94%
7
Close
Mar 24, 2024
Ocugen
0.07%
▼ 20.33%
2
Buy
Mar 15, 2024
PepsiCo
0%
▼ 7.78%
1
Open
Jan 31, 2024
Western Asset Mortgage
▼ 29.48%
2
Close
Dec 05, 2023
AG Mortgage
0.57%
▲ 51.83%
1
Open
Dec 05, 2023
Zynerba Pharmaceuticals
▲ 18.59%
3
Close
Oct 10, 2023
ARM Holdings PLC ADR
0%
▲ 77.45%
1
Open
Sep 15, 2023
Ilustrato Pictures International
0%
▼ 75.00%
1
Open
May 12, 2023
Hyperscale Data
▼ 96.57%
2
Close
Mar 24, 2023
Ideanomics
0%
▼ 99.81%
1
Open
Mar 23, 2023
Ibio
0.02%
▼ 94.81%
2
Buy
Mar 22, 2023
Amazon
0%
▲ 37.88%
4
Open
Feb 28, 2023
3M
▼ 22.33%
2
Close
Feb 13, 2023
Galaxy Next Generation
▼ 99.42%
2
Close
Feb 13, 2023
Citigroup
▲ 27.08%
2
Close
Feb 13, 2023