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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #423,547 out of 805,660 TipRanks' Investors
Success Rate
632 out of 1432
profitable transactions
profitable transactions
Average Return
10.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.06%
6-Month Return▼ 13.00%
12-Month Return▲ 19.30%
YTD Return▼ 10.44%
Total Return▼ 25.02%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 3.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.06%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 16.38%
May 2025
▲ 3.28%
▲ 4.64%
▲ 0.78%
Jun 2025
▲ 25.97%▲ 5.96%▲ 19.00%
▲ 5.10%▼ 2.41%▲ 3.35%
▲ 6.03%▲ 2.69%▲ 1.79%
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.83%▼ 0.87%▲ 3.06%
▲ 12.21%▲ 6.28%▲ 16.38%
▲ 3.28%▲ 4.64%▲ 0.78%
Recent Activity
YieldMax TSLA Option Income Strategy ETF
0.57%
▲ 15.74%
32
Buy
Jun 27, 2025
Tesla
0%
▲ 28.27%
2
Buy
Jun 27, 2025
MP Materials
0%
▲ 59.42%
3
Sell
Jun 27, 2025
Celsius Holdings
0%
0.00%
1
Open
Jun 27, 2025
Enterprise Products Partners
0%
▲ 1.45%
6
Sell
Jun 25, 2025
Draganfly
0.68%
▲ 2.10%
18
Buy
Jun 25, 2025
D-Wave Quantum
0.32%
▲ 643.83%
17
Buy
Jun 25, 2025
Tetra Technologies
―
▼ 10.64%
3
Close
Jun 25, 2025
Tema American Reshoring ETF
0.75%
▲ 2.53%
1
Open
Jun 25, 2025
LiveRamp Holdings
0.62%
▲ 17.47%
6
Buy
Jun 24, 2025
Devon Energy
0%
▼ 7.92%
9
Sell
Jun 24, 2025
KT
0.32%
▲ 14.13%
6
Sell
Jun 23, 2025
Silvercorp Metals
0.15%
▼ 0.49%
1
Open
Jun 23, 2025
Mirion Technologies
0%
▲ 31.80%
5
Sell
Jun 20, 2025
BlackBerry
0%
▲ 7.33%
1
Open
Jun 20, 2025
Marathon Digital Holdings
0%
▼ 19.80%
24
Sell
Jun 18, 2025
Baker Hughes Company
0%
▲ 15.22%
8
Sell
Jun 18, 2025
Permian Basin
0.28%
▼ 5.86%
21
Buy
Jun 18, 2025
Consolidated Water Co
0.68%
▲ 9.86%
10
Buy
Jun 18, 2025
Aris Water Solutions
0%
▲ 1.41%
3
Open
Jun 15, 2025