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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #385,992 out of 859,402 TipRanks' Investors
Success Rate
47%
912 out of 1955
profitable transactions
Average Return
21.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return▲ 36.02%
12-Month Return▲ 227.01%
YTD Return▲ 35.80%
Total Return▲ 92.42%

Best Trade

Opened at
Closed at-
Gain▲ 2342.68%

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

22.94%0-22.94%
▲ 12.88%
▲ 3.56%
▲ 10.54%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 14.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.69%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 22.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 18.82%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 14.33%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 8.52%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 10.54%
▲ 10.96%▲ 2.38%▲ 21.75%
▼ 3.68%▲ 0.19%▼ 14.66%
▼ 0.10%▲ 0.08%▲ 8.69%
▲ 4.06%▲ 1.47%▲ 22.94%
▼ 1.12%▼ 0.86%▲ 18.82%
▲ 0.60%▼ 4.94%▼ 14.33%
▲ 13.18%▲ 7.89%▲ 8.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Globalstar
1.63%
▲ 36.37%
11
Buy
Apr 17, 2026
BWX Technologies
0%
▲ 45.54%
14
Open
Apr 17, 2026
Westgold Resources
0%
▲ 112.49%
8
Sell
Apr 17, 2026
Amprius Technologies Inc
0%
▲ 57.68%
5
Sell
Apr 17, 2026
Critical Metals Corp
0%
▼ 40.27%
7
Open
Apr 17, 2026
United States Antimony
0.43%
▲ 13.64%
8
Buy
Apr 17, 2026
Gerdau SA
0.35%
0.00%
1
Open
Apr 17, 2026
Titan Mining Corporation
0%
0.00%
1
Open
Apr 17, 2026
BlackRock Science and Technology Trust II
0.99%
0.00%
1
Open
Apr 17, 2026
Vale SA
0.72%
▲ 44.13%
11
Buy
Apr 15, 2026
Hecla Mining Company
0%
▲ 204.07%
5
Sell
Apr 15, 2026
Circle Internet Group, Inc. Class A
2.16%
▲ 1.94%
4
Buy
Apr 15, 2026
New Era Energy & Digital
0%
▲ 82.17%
17
Sell
Apr 15, 2026
Halliburton
0%
▲ 13.43%
7
Sell
Apr 15, 2026
Coeur Mining
0.43%
▼ 3.97%
4
Sell
Apr 15, 2026
Galaxy Digital
0.97%
▼ 13.90%
6
Open
Apr 14, 2026
Hewlett Packard Enterprise
0%
▲ 19.25%
3
Sell
Apr 14, 2026
Dorchester Minerals
0%
▼ 5.37%
6
Open
Apr 13, 2026
Blue Owl Capital
0%
▼ 36.80%
10
Open
Apr 13, 2026
Trilogy Metals
0%
▼ 14.17%
7
Open
Apr 13, 2026