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MY Portfolio - New Portfolio
Lisa Cassidy
MY PortfolioIndividual Investor
Ranked #218,813 out of 822,163 TipRanks' Investors
Success Rate
765 out of 1557
profitable transactions
profitable transactions
Average Return
35.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 15.61%
6-Month Return▲ 175.08%
12-Month Return▲ 109.31%
YTD Return▲ 60.30%
Total Return▲ 34.22%
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%
▼ 6.38%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.12%
Apr 2025
▲ 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%
▲ 9.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.56%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 6.92%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.14%
▲ 0.80%▼ 0.87%▲ 3.12%
▲ 11.63%▲ 6.28%▲ 16.38%
▲ 9.25%▲ 5.14%▲ 7.46%
▲ 7.60%▲ 2.30%▲ 29.56%
▲ 2.76%▲ 2.05%▲ 9.52%
▲ 12.88%▲ 3.56%▲ 10.56%
▲ 4.95%▲ 0.44%▲ 6.92%
Recent Activity
Merck & Company
2.23%
▲ 4.87%
2
Buy
Oct 03, 2025
Consolidated Water Co
0.68%
▲ 13.24%
11
Sell
Oct 02, 2025
Crescent Energy Company Class A
0%
▼ 6.42%
4
Sell
Oct 02, 2025
thredUP
0.41%
▲ 20.72%
5
Buy
Oct 02, 2025
Xometry
0%
▲ 5.53%
3
Sell
Oct 02, 2025
Cantor Equity Partners, Inc. Class A
0%
▲ 11.97%
3
Sell
Oct 02, 2025
Knightscope Inc Class A
0%
▼ 12.69%
6
Open
Oct 01, 2025
Westgold Resources
0.15%
▲ 85.79%
5
Buy
Oct 01, 2025
Vita Coco Company
0%
▲ 7.64%
2
Sell
Oct 01, 2025
New Era Energy & Digital
0.37%
▲ 43.35%
2
Buy
Oct 01, 2025
Blue Owl Capital
0%
▼ 9.29%
2
Sell
Oct 01, 2025
TTM Technologies
1.18%
▼ 0.67%
2
Buy
Oct 01, 2025
Lithium Americas Corp.
―
▼ 37.76%
5
Close
Sep 29, 2025
UiPath
0.6%
▼ 11.98%
8
Buy
Sep 29, 2025
MP Materials
0%
▲ 192.82%
5
Sell
Sep 29, 2025
American Bitcoin Corp
0.28%
▼ 14.24%
4
Buy
Sep 29, 2025
Amer Sports, Inc.
1.04%
▼ 1.30%
1
Open
Sep 29, 2025
Fresh Del Monte Produce
0%
▼ 1.36%
1
Open
Sep 29, 2025
SentinelOne
0%
▲ 9.47%
7
Sell
Sep 26, 2025
POET Technologies
0%
▲ 36.81%
1
Open
Sep 26, 2025