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My Current Portfolio - New Portfolio

BKJ

My Current Portfolio
Individual Investor
Ranked #399,153 out of 834,231 TipRanks' Investors
Success Rate
51%
21 out of 41
profitable transactions
Average Return
17.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.16%
6-Month Return▲ 28.39%
12-Month Return▲ 20.70%
YTD Return▲ 21.51%
Total Return▲ 45.03%

Best Trade

Opened at
Closed at
Gain▲ 210.52%

Bio

Risk averse, aggressive and built for 5 yrs into the future

Performance

14.63%0-14.63%
▲ 11.63%
▲ 6.28%
▲ 13.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.98%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.33%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 9.47%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 13.16%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 13.77%
▲ 9.25%▲ 5.14%▲ 9.31%
▲ 7.60%▲ 2.30%▲ 3.75%
▲ 2.76%▲ 2.05%▲ 3.98%
▲ 12.88%▲ 3.56%▲ 14.63%
▲ 10.96%▲ 2.38%▲ 1.33%
▼ 3.57%▲ 0.19%▼ 9.47%
▲ 1.55%▲ 1.31%▲ 13.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
0%
▲ 13.55%
1
Open
May 23, 2025
Intel
0%
▲ 82.94%
1
Open
May 23, 2025
Datadog
▲ 39.16%
3
Close
Feb 04, 2025
MongoDB
▼ 20.65%
3
Close
Feb 04, 2025
Denali Therapeutics
▼ 58.59%
3
Close
Feb 04, 2025
Teva Pharmaceutical
▲ 73.23%
3
Close
Feb 04, 2025
Teladoc
▼ 93.56%
3
Close
Feb 04, 2025
GE Aerospace
▲ 209.16%
3
Close
Feb 04, 2025
Intellia Therapeutics
▼ 90.79%
3
Close
Feb 04, 2025
Occidental Petroleum
0%
▲ 69.56%
3
Sell
Feb 04, 2025
T Mobile US
▲ 80.59%
3
Close
Feb 04, 2025
Quanterix
▼ 85.58%
3
Close
Feb 04, 2025
Apple
▲ 67.20%
3
Close
Feb 04, 2025
Affirm Holdings
▼ 26.55%
3
Close
Feb 04, 2025
GE Healthcare Technologies Inc
▲ 44.15%
2
Close
Feb 04, 2025
PayPal Holdings
0%
▼ 23.28%
1
Open
Feb 04, 2025
Intuitive Machines
0%
▼ 27.25%
1
Open
Feb 04, 2025
Rocket Lab USA
0%
▲ 144.49%
1
Open
Feb 04, 2025
Paysafe
0%
▼ 59.37%
1
Open
Feb 04, 2025
Planet Labs PBC
0%
▲ 208.06%
1
Open
Feb 04, 2025