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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #324,741 out of 833,817 TipRanks' Investors
Success Rate
46%
788 out of 1700
profitable transactions
Average Return
26.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.08%
6-Month Return▲ 75.93%
12-Month Return▲ 50.41%
YTD Return▲ 58.61%
Total Return▲ 32.45%

Best Trade

Opened at
Closed at-
Gain▲ 3023.72%

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

29.56%0-29.56%
▲ 11.63%
▲ 6.28%
▲ 16.38%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 29.56%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.51%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.75%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 14.69%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.78%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 16.38%
▲ 9.25%▲ 5.14%▲ 7.46%
▲ 7.60%▲ 2.30%▲ 29.56%
▲ 2.76%▲ 2.05%▲ 9.51%
▲ 12.88%▲ 3.56%▲ 10.56%
▲ 10.96%▲ 2.38%▲ 21.75%
▼ 3.57%▲ 0.19%▼ 14.69%
▲ 1.45%▲ 1.32%▲ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0.25%
▲ 31.52%
20
Sell
Dec 24, 2025
MP Materials
1.22%
▲ 63.86%
10
Buy
Dec 24, 2025
Perpetua Resources
0%
▲ 20.54%
2
Sell
Dec 24, 2025
Cleveland-Cliffs
1.84%
▲ 13.41%
9
Buy
Dec 22, 2025
EQT
0%
▼ 0.33%
15
Sell
Dec 22, 2025
Viper Energy
1.29%
▼ 7.12%
8
Buy
Dec 22, 2025
Medtronic
0%
▼ 3.06%
2
Sell
Dec 22, 2025
Black Hills
1.55%
▲ 0.86%
1
Open
Dec 22, 2025
Netflix
0%
▲ 0.44%
1
Open
Dec 22, 2025
Cleanspark
0.25%
▼ 17.09%
4
Buy
Dec 19, 2025
Nextdoor Holdings
0.39%
▼ 1.12%
2
Buy
Dec 19, 2025
Core Scientific Inc
0%
▲ 8.18%
4
Sell
Dec 18, 2025
Applied Digital Corporation
0%
▼ 26.64%
13
Sell
Dec 16, 2025
SoundHound AI, Inc Class A
0.49%
▲ 46.26%
21
Buy
Dec 16, 2025
Transocean
0%
▼ 8.48%
6
Sell
Dec 16, 2025
Nebius Group
0%
▲ 12.58%
1
Open
Dec 16, 2025
Immutep
0%
▲ 23.69%
1
Open
Dec 16, 2025
Navitas Semiconductor
0%
▼ 35.71%
4
Sell
Dec 15, 2025
Permian Resources
0.79%
▲ 6.72%
15
Buy
Dec 15, 2025
TMC the metals company Inc.
0%
▼ 10.10%
5
Sell
Dec 15, 2025