tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #351,176 out of 809,057 TipRanks' Investors
Success Rate
46%
667 out of 1444
profitable transactions
Average Return
17.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 23.45%
6-Month Return▲ 9.06%
12-Month Return▲ 44.96%
YTD Return▲ 15.95%
Total Return▼ 2.92%

Best Trade

Opened at
Closed at-
Gain▲ 2044.15%

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

24.07%0-24.07%
▲ 5.10%
▼ 2.41%
▲ 3.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.06%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.45%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 21.42%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.35%
▲ 6.03%▲ 2.69%▲ 1.80%
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.84%▼ 0.87%▲ 3.06%
▲ 12.20%▲ 6.28%▲ 16.37%
▲ 6.24%▲ 5.14%▲ 7.45%
▲ 14.83%▲ 1.65%▲ 21.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Catalyst Pharma
0%
▼ 0.52%
4
Sell
Jul 18, 2025
USA Rare Earth
0.39%
▲ 8.14%
3
Buy
Jul 18, 2025
Select STOXX Europe Aerospace & Defense ETF
0%
▲ 2.46%
1
Open
Jul 16, 2025
Marathon Digital Holdings
0.28%
▼ 8.57%
25
Buy
Jul 14, 2025
Mirion Technologies
0.39%
▲ 25.24%
6
Buy
Jul 14, 2025
Credo Technology Group Holding Ltd
1.33%
▲ 152.58%
8
Sell
Jul 14, 2025
IonQ
0%
▲ 15.63%
16
Sell
Jul 11, 2025
MP Materials
1.13%
▲ 150.94%
4
Buy
Jul 11, 2025
Energy Transfer
0%
▼ 9.34%
4
Sell
Jul 09, 2025
Ondas Holdings
0.3%
▲ 118.18%
6
Buy
Jul 09, 2025
VivoPower International
0%
▲ 34.97%
1
Open
Jul 08, 2025
BigBearai Holdings
0.74%
▲ 32.74%
21
Buy
Jul 01, 2025
Cardano
0%
▲ 3.59%
3
Sell
Jul 01, 2025
Lemonade
0%
▼ 3.83%
1
Open
Jun 28, 2025
YieldMax TSLA Option Income Strategy ETF
0.51%
▲ 17.47%
32
Buy
Jun 27, 2025
Tesla
0%
▲ 16.26%
2
Buy
Jun 27, 2025
Celsius Holdings
0%
▼ 3.18%
1
Open
Jun 27, 2025
Enterprise Products Partners
0%
▲ 2.40%
6
Sell
Jun 25, 2025
Draganfly
1.16%
▲ 71.31%
18
Buy
Jun 25, 2025
D-Wave Quantum
0.4%
▲ 902.21%
17
Buy
Jun 25, 2025