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MY Portfolio - New Portfolio

PerformancePortfolio Details

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #411,040 out of 859,217 TipRanks' Investors
Success Rate
46%
896 out of 1951
profitable transactions
Average Return
18.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.95%
6-Month Return▲ 23.56%
12-Month Return▲ 215.93%
YTD Return▲ 29.41%
Total Return▲ 83.37%

Best Trade

AssetRocket Lab USA (RKLB)
Opened at
Closed at-
Gain▲ 1934.37%

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%
▲ 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%
▲ 22.93%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 18.82%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 14.33%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 3.41%
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%▲ 22.93%
▼ 1.12%▼ 0.86%▲ 18.82%
▲ 0.60%▼ 4.94%▼ 14.33%
▲ 10.48%▲ 6.78%▲ 3.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CRCL
Circle Internet Group, Inc. Class A
2.17%
▲ 2.10%
3
Open
Apr 14, 2026
GLXY
Galaxy Digital
0.98%
▼ 22.35%
6
Open
Apr 14, 2026
HPE
Hewlett Packard Enterprise
0%
▲ 12.71%
3
Sell
Apr 14, 2026
DMLP
Dorchester Minerals
0%
▼ 5.88%
6
Open
Apr 13, 2026
OWL
Blue Owl Capital
0%
▼ 37.75%
10
Open
Apr 13, 2026
TMQ
Trilogy Metals
0%
▼ 15.89%
7
Open
Apr 13, 2026
RIG
Transocean
0.82%
▲ 21.33%
9
Buy
Apr 13, 2026
UAMY
United States Antimony
0%
▲ 2.19%
7
Sell
Apr 13, 2026
CRWV
CoreWeave
0%
▲ 6.28%
1
Open
Apr 13, 2026
NRG
NRG Energy
0%
▲ 0.42%
1
Open
Apr 13, 2026
OBDCX
JPMorgan Core plus Bond C
0%
▲ 0.27%
1
Open
Apr 13, 2026
DOMH
Dominari Holdings
0%
▲ 3.00%
1
Open
Apr 13, 2026
EOS
Electro Optic Systems Holdings Limited
―
▼ 7.86%
2
Close
Apr 12, 2026
ORG
Origin Energy Limited
―
▲ 3.17%
2
Close
Apr 12, 2026
NB
NioCorp Developments
―
▼ 38.88%
9
Close
Apr 11, 2026
MU
Micron
―
▲ 25.34%
11
Close
Apr 11, 2026
AMD
Advanced Micro Devices
―
▲ 59.56%
19
Close
Apr 11, 2026
KULR
KULR Technology Group
―
▼ 30.64%
4
Close
Apr 11, 2026
TMRC
Texas Mineral Resources
―
▼ 34.45%
6
Close
Apr 11, 2026
WMT
Walmart
―
▲ 69.29%
10
Close
Apr 11, 2026