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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #391,856 out of 861,732 TipRanks' Investors
Success Rate
47%
940 out of 1998
profitable transactions
Average Return
21.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.23%
6-Month Return▲ 59.17%
12-Month Return▲ 229.35%
YTD Return▲ 51.67%
Total Return▲ 114.91%

Best Trade

Opened at
Closed at-
Gain▲ 2396.03%

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

22.93%0-22.93%
▲ 10.96%
▲ 2.38%
▲ 21.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 14.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.70%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 22.93%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 18.76%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 14.35%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 13.56%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 6.82%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 21.75%
▼ 3.68%▲ 0.19%▼ 14.66%
▼ 0.10%▲ 0.08%▲ 8.70%
▲ 4.06%▲ 1.47%▲ 22.93%
▼ 1.26%▼ 0.86%▲ 18.76%
▲ 0.52%▼ 4.94%▼ 14.35%
▲ 16.06%▲ 10.51%▲ 13.56%
▲ 4.83%▲ 1.80%▲ 6.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Netflix
1.71%
▼ 2.33%
7
Buy
May 07, 2026
Devon Energy
0%
▼ 3.83%
14
Buy
May 06, 2026
Kratos Defense
0%
▲ 88.31%
13
Sell
May 05, 2026
D-Wave Quantum
0.64%
▲ 890.49%
20
Buy
May 05, 2026
Vale SA
0%
▲ 34.89%
13
Sell
May 05, 2026
Rigetti Computing
0.51%
▲ 80.05%
9
Buy
May 05, 2026
Critical Metals Corp
0.37%
▼ 20.42%
8
Buy
May 05, 2026
QXO Inc
▼ 21.77%
3
Close
May 05, 2026
BigBearai Holdings
0%
▼ 16.45%
34
Open
May 04, 2026
Draganfly
0%
▲ 47.34%
29
Open
May 04, 2026
Coeur Mining
0.53%
▼ 6.17%
7
Buy
May 02, 2026
Starz Entertainment Corp
0%
▲ 1.77%
1
Open
May 01, 2026
Helus Pharma
0.52%
▲ 3.69%
1
Open
May 01, 2026
Bakkt Holdings, Inc. Class A
0%
▼ 5.62%
3
Open
Apr 30, 2026
Palantir Technologies
3.45%
▲ 428.52%
22
Sell
Apr 30, 2026
Permian Basin
0.67%
▲ 38.39%
23
Sell
Apr 30, 2026
IonQ
0.92%
▲ 24.42%
28
Sell
Apr 30, 2026
Teradyne
4.46%
▲ 103.12%
4
Buy
Apr 30, 2026
United Micro
0.29%
▲ 29.68%
2
Sell
Apr 30, 2026
NuScale Power
1.71%
▲ 0.29%
18
Buy
Apr 29, 2026