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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #358,444 out of 815,805 TipRanks' Investors
Success Rate
704 out of 1494
profitable transactions
profitable transactions
Average Return
17.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.40%
6-Month Return▲ 81.52%
12-Month Return▲ 96.77%
YTD Return▲ 40.31%
Total Return▲ 17.48%
Best Trade
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%
▲ 6.03%
▲ 2.69%
▲ 1.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.45%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 29.56%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 13.42%
Aug 2025
▲ 6.03%▲ 2.69%▲ 1.81%
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.84%▼ 0.87%▲ 3.05%
▲ 12.20%▲ 6.28%▲ 16.38%
▲ 6.24%▲ 5.14%▲ 7.45%
▲ 27.88%▲ 2.30%▲ 29.56%
▲ 6.52%▲ 2.30%▲ 13.42%
Recent Activity
SoFi
0.46%
▲ 17.30%
16
Buy
Aug 28, 2025
LiveRamp Holdings
0%
▲ 6.61%
7
Sell
Aug 28, 2025
Exelixis
0%
▼ 11.94%
2
Sell
Aug 28, 2025
Nvidia
2.31%
▲ 0.42%
2
Buy
Aug 28, 2025
BitMine Immersion Technologies
0%
▼ 15.60%
3
Sell
Aug 28, 2025
Vertiv Holdings
1.81%
▲ 19.28%
5
Buy
Aug 27, 2025
KT
0%
▲ 14.86%
7
Sell
Aug 27, 2025
iShares iBoxx $ High Yield Corporate Bond ETF
0%
▲ 4.27%
3
Sell
Aug 27, 2025
Information Services Group
0%
▲ 8.13%
4
Sell
Aug 27, 2025
Hesai Group Sponsored ADR
0.48%
▲ 23.53%
2
Buy
Aug 27, 2025
Polymath
―
▼ 49.02%
2
Close
Aug 27, 2025
Polygon
0.04%
0.00%
1
Open
Aug 27, 2025
VisionWave Holdings
0%
▼ 3.84%
1
Open
Aug 26, 2025
ABB Ltd
0%
▲ 0.79%
1
Open
Aug 26, 2025
Palantir Technologies
1.3%
▲ 758.59%
16
Sell
Aug 25, 2025
Chipotle
0.6%
▼ 3.89%
5
Sell
Aug 25, 2025
Beam Therapeutics
0.3%
▲ 2.49%
2
Buy
Aug 25, 2025
PagerDuty
0%
▲ 3.61%
1
Open
Aug 25, 2025
Teradyne
1.51%
▲ 0.70%
1
Open
Aug 25, 2025
Archer Aviation
0%
▼ 16.33%
3
Open
Aug 21, 2025