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New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #422,570 out of 802,564 TipRanks' Investors
Success Rate
42%
591 out of 1401
profitable transactions
Average Return
8.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.61%
6-Month Return▼ 11.62%
12-Month Return▲ 19.84%
YTD Return▼ 10.31%
Total Return▼ 24.91%

Best Trade

Opened at
Closed at-
Gain▲ 1769.47%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.00%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 3.35%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 1.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.09%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.38%
May 2025
▲ 0.43%
▲ 0.62%
▲ 0.90%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 19.00%
▲ 5.43%▼ 2.41%▲ 3.35%
▲ 5.99%▲ 2.69%▲ 1.79%
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.76%▼ 0.87%▲ 3.09%
▲ 12.21%▲ 6.28%▲ 16.38%
▲ 0.43%▲ 0.62%▲ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Primo Brands
0%
▲ 104.04%
10
Sell
Jun 05, 2025
Enterprise Products Partners
0%
▲ 2.39%
4
Sell
Jun 05, 2025
IonQ
0.58%
▲ 6.39%
15
Buy
Jun 05, 2025
Arcos Dorados Holdings
0.21%
▼ 7.77%
4
Buy
Jun 05, 2025
Canada Goose Holdings
0%
▲ 20.48%
3
Sell
Jun 05, 2025
Hecla Mining Company
0.21%
0.00%
1
Open
Jun 05, 2025
Draganfly
0.39%
▼ 14.57%
15
Buy
Jun 04, 2025
HIVE Digital Technologies
0.29%
▼ 21.07%
14
Buy
Jun 03, 2025
Pan American Silver
1.05%
▲ 23.43%
7
Buy
Jun 03, 2025
Aurora Innovation
0.45%
▼ 15.19%
3
Open
Jun 02, 2025
Coherent Corp
0%
▼ 8.49%
3
Open
Jun 02, 2025
Roivant Sciences
0%
▲ 4.09%
2
Sell
Jun 02, 2025
Boston Scientific
0%
▼ 1.29%
1
Open
Jun 02, 2025
Hesai Group Sponsored ADR
0%
▲ 4.99%
1
Open
Jun 02, 2025
Kinross Gold
0%
▼ 1.59%
1
Open
May 31, 2025
SoundHound AI, Inc Class A
0%
▲ 52.09%
18
Sell
May 30, 2025
YieldMax TSLA Option Income Strategy ETF
0%
▲ 3.05%
29
Buy
May 30, 2025
Viper Energy
0%
▼ 10.32%
5
Sell
May 30, 2025
Range Resources
1.19%
▼ 2.63%
3
Buy
May 30, 2025
Information Services Group
0.83%
▼ 0.63%
2
Buy
May 30, 2025