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My Current Portfolio - New Portfolio

BKJ

My Current Portfolio
Individual Investor
Ranked #414,051 out of 804,384 TipRanks' Investors
Success Rate
46%
19 out of 41
profitable transactions
Average Return
7.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.30%
6-Month Return▼ 10.80%
12-Month Return▲ 0.79%
YTD Return▼ 8.47%
Total Return▲ 9.26%

Best Trade

Opened at
Closed at
Gain▲ 210.52%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 10.62%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.87%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.60%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.73%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 13.77%
May 2025
▲ 4.39%
▲ 1.37%
▲ 5.73%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 10.62%
▲ 5.10%▼ 2.41%▼ 6.87%
▲ 6.03%▲ 2.69%▲ 0.78%
▼ 12.86%▼ 1.27%▼ 11.19%
▼ 1.80%▼ 5.57%▼ 12.60%
▲ 1.83%▼ 0.87%▼ 2.73%
▲ 12.21%▲ 6.28%▲ 13.77%
▲ 4.39%▲ 1.37%▲ 5.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
0%
▲ 4.67%
1
Open
May 23, 2025
Intel
0%
▲ 7.18%
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%
▲ 88.18%
3
Sell
Feb 04, 2025
T Mobile US
▲ 80.59%
3
Close
Feb 04, 2025
Quanterix
▼ 85.58%
3
Close
Feb 04, 2025
Apple
▲ 67.19%
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%
▼ 11.78%
1
Open
Feb 04, 2025
Intuitive Machines
0%
▼ 52.92%
1
Open
Feb 04, 2025
Rocket Lab USA
0%
▼ 2.89%
1
Open
Feb 04, 2025
Paysafe
0%
▼ 38.09%
1
Open
Feb 04, 2025
Planet Labs PBC
0%
▼ 20.78%
1
Open
Feb 04, 2025