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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #252,787 out of 825,227 TipRanks' Investors
Success Rate
48%
769 out of 1592
profitable transactions
Average Return
33.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 23.58%
6-Month Return▲ 137.39%
12-Month Return▲ 117.32%
YTD Return▲ 83.56%
Total Return▲ 53.31%

Best Trade

Opened at
Closed at-
Gain▲ 3877.30%

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%
▼ 6.38%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.12%
Apr 2025
▲ 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
▲ 10.60%
▲ 2.86%
▲ 22.44%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.14%
▲ 0.80%▼ 0.87%▲ 3.12%
▲ 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%
▲ 10.60%▲ 2.86%▲ 22.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Westgold Resources
0.00%
1
Open
Oct 28, 2025
Wheaton Precious Metals
0%
▲ 20.47%
4
Sell
Oct 27, 2025
USA Rare Earth
1.85%
▲ 25.29%
5
Buy
Oct 27, 2025
Trilogy Metals
0.52%
▼ 3.39%
2
Buy
Oct 23, 2025
DigitalBridge Group
0.47%
▲ 2.41%
1
Open
Oct 23, 2025
Lumen Technologies
0.24%
▲ 20.15%
1
Open
Oct 23, 2025
Sandstorm Gold
▲ 115.53%
20
Close
Oct 22, 2025
BTQ Technologies
▼ 30.03%
8
Close
Oct 22, 2025
New Era Energy & Digital
1.83%
▲ 313.95%
3
Buy
Oct 22, 2025
Merck & Company
1.93%
▲ 3.71%
4
Buy
Oct 22, 2025
Bloom Energy
0%
▲ 25.09%
3
Sell
Oct 22, 2025
Dominion Energy
1.59%
▼ 0.52%
2
Buy
Oct 22, 2025
Permian Basin
0.95%
▲ 16.98%
22
Buy
Oct 20, 2025
Westgold Resources
0.33%
▲ 48.49%
6
Buy
Oct 20, 2025
Nano Nuclear Energy Inc.
0%
▲ 38.72%
7
Sell
Oct 20, 2025
Rocket Companies
0.38%
▲ 0.05%
4
Buy
Oct 20, 2025
Idaho Strategic Resources
0%
▼ 39.66%
3
Sell
Oct 20, 2025
Caledonia Mining
0%
▼ 17.86%
1
Open
Oct 20, 2025
BigBearai Holdings
1.11%
▲ 22.68%
22
Buy
Oct 17, 2025
Applied Digital Corporation
1.61%
▼ 21.46%
10
Buy
Oct 17, 2025