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New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #370,543 out of 812,326 TipRanks' Investors
Success Rate
45%
666 out of 1467
profitable transactions
Average Return
16.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 30.02%
6-Month Return▲ 43.83%
12-Month Return▲ 78.13%
YTD Return▲ 28.04%
Total Return▲ 7.20%

Best Trade

Opened at
Closed at-
Gain▲ 2218.07%

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%
▲ 1.80%
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
▲ 27.87%
▲ 2.30%
▲ 29.56%
Jul 2025
▲ 1.33%
▲ 0.03%
▲ 3.51%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.80%
▼ 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%
▲ 27.87%▲ 2.30%▲ 29.56%
▲ 1.33%▲ 0.03%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
0.03%
▼ 32.22%
2
Buy
Aug 08, 2025
Cardano
0.08%
▼ 7.70%
4
Buy
Aug 08, 2025
Polymath
0.01%
0.00%
1
Open
Aug 08, 2025
Corning
0.91%
▲ 41.44%
17
Buy
Aug 07, 2025
MPLX
0.83%
▲ 12.83%
5
Buy
Aug 07, 2025
Eagle Point Credit Company
▼ 8.48%
2
Close
Aug 07, 2025
Zeta Global Holdings Corp
0.41%
▲ 116.93%
7
Open
Aug 06, 2025
SentinelOne
0%
▲ 14.13%
5
Open
Aug 06, 2025
Draganfly
0.46%
▲ 52.50%
21
Buy
Aug 06, 2025
Core Scientific Inc
0%
▲ 1.70%
1
Open
Aug 06, 2025
Five9
0%
▼ 2.43%
1
Open
Aug 06, 2025
Nvidia
0%
▲ 0.75%
1
Open
Aug 06, 2025
SoundHound AI, Inc Class A
0.3%
▲ 50.05%
19
Buy
Aug 05, 2025
YieldMax TSLA Option Income Strategy ETF
0.7%
▲ 15.48%
33
Buy
Aug 05, 2025
ARM Holdings PLC ADR
0%
▲ 5.02%
15
Sell
Aug 05, 2025
Kinross Gold
0.53%
▲ 11.42%
2
Buy
Aug 05, 2025
Hecla Mining Company
0.2%
▲ 14.76%
3
Buy
Aug 05, 2025
Vigil Neuroscience Inc
▲ 176.89%
8
Close
Aug 04, 2025
Chipotle
0.75%
▼ 3.57%
4
Open
Aug 04, 2025
AST SpaceMobile
0%
▲ 126.44%
2
Sell
Aug 04, 2025