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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #305,369 out of 831,456 TipRanks' Investors
Success Rate
48%
797 out of 1661
profitable transactions
Average Return
25.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.70%
6-Month Return▲ 71.74%
12-Month Return▲ 55.98%
YTD Return▲ 60.34%
Total Return▲ 33.90%

Best Trade

Opened at
Closed at-
Gain▲ 2964.70%

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%
▲ 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%
▲ 9.51%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.75%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 14.72%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 2.93%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 16.38%
▲ 9.25%▲ 5.14%▲ 7.46%
▲ 7.60%▲ 2.30%▲ 29.56%
▲ 2.76%▲ 2.05%▲ 9.51%
▲ 12.88%▲ 3.56%▲ 10.56%
▲ 10.96%▲ 2.38%▲ 21.75%
▼ 3.44%▲ 0.19%▼ 14.72%
▲ 1.44%▲ 0.34%▲ 2.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Galaxy Digital
0%
▼ 11.96%
4
Sell
Dec 05, 2025
Voyager Technologies, Inc. Class A
0.65%
0.00%
1
Open
Dec 05, 2025
thredUP
0.48%
▲ 15.35%
8
Buy
Dec 04, 2025
New Era Energy & Digital
0.43%
▲ 113.39%
8
Buy
Dec 04, 2025
Amer Sports, Inc.
0%
▲ 5.41%
4
Sell
Dec 04, 2025
Transocean
0.46%
▲ 0.69%
3
Buy
Dec 04, 2025
0.6%
▼ 2.33%
1
Open
Dec 04, 2025
EQT
1.33%
▲ 2.53%
14
Buy
Dec 03, 2025
Opera
0%
▼ 6.21%
6
Sell
Dec 03, 2025
American Bitcoin Corp
0%
▼ 55.05%
8
Buy
Dec 03, 2025
Blue Owl Capital
0.36%
▼ 0.55%
4
Buy
Dec 03, 2025
Arvinas Holding Company
0.42%
▲ 0.95%
1
Open
Dec 03, 2025
Symbotic
1.31%
▲ 42.96%
19
Sell
Dec 02, 2025
NuScale Power
1.76%
▲ 85.08%
4
Buy
Dec 02, 2025
TMC the metals company Inc.
0.25%
▼ 10.39%
4
Buy
Dec 02, 2025
Silvercorp Metals
0.44%
▲ 46.70%
2
Buy
Dec 02, 2025
Vita Coco Company
▲ 37.55%
3
Close
Dec 02, 2025
Australian Oilseeds Holdings
▼ 66.36%
2
Close
Dec 02, 2025
Consolidated Water Co
0%
▲ 14.19%
12
Sell
Dec 01, 2025
Oceaneering International
0%
▲ 8.98%
1
Open
Dec 01, 2025