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MY Portfolio - New Portfolio

Lisa Cassidy

MY Portfolio
Individual Investor
Ranked #264,470 out of 849,653 TipRanks' Investors
Success Rate
49%
850 out of 1734
profitable transactions
Average Return
31.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 58.47%
6-Month Return▲ 105.86%
12-Month Return▲ 130.71%
YTD Return▲ 44.81%
Total Return▲ 104.92%

Best Trade

Opened at
Closed at-
Gain▲ 3172.42%

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

44.81%0-44.81%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 14.69%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.69%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 44.81%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 14.69%
▼ 0.10%▲ 0.08%▲ 8.69%
▲ 3.05%▲ 1.43%▲ 44.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BitMine Immersion Technologies
0%
▼ 19.27%
7
Sell
Jan 16, 2026
Beam Therapeutics
0%
▲ 89.90%
3
Sell
Jan 16, 2026
Perpetua Resources
0.65%
▲ 46.17%
3
Buy
Jan 16, 2026
Nisource
0%
0.00%
1
Open
Jan 16, 2026
Critical Metals Corp
1.06%
0.00%
1
Open
Jan 16, 2026
Cleveland-Cliffs
0.84%
▲ 15.22%
10
Sell
Jan 15, 2026
Commercial Metals Company
2.24%
▲ 11.88%
12
Buy
Jan 15, 2026
ARM Holdings PLC ADR
2.65%
▼ 8.94%
18
Buy
Jan 15, 2026
Rocket Lab USA
0%
▲ 1,073.76%
14
Sell
Jan 15, 2026
Pan American Silver
1.17%
▲ 140.04%
8
Sell
Jan 15, 2026
thredUP
0.17%
▼ 23.60%
10
Sell
Jan 15, 2026
Electro Optic Systems Holdings Limited
0%
▲ 0.61%
1
Open
Jan 15, 2026
Opendoor Technologies
0%
▼ 19.32%
7
Sell
Jan 14, 2026
Cleanspark
0.67%
▼ 2.02%
5
Buy
Jan 14, 2026
Oceaneering International
0.55%
▲ 5.55%
2
Buy
Jan 14, 2026
High Roller Technologies, Inc.
0%
▼ 10.64%
1
Open
Jan 14, 2026
Optical Cable
▼ 2.24%
6
Close
Jan 13, 2026
Quantum Computing
0%
▲ 32.46%
21
Sell
Jan 13, 2026
UiPath
0%
▼ 13.51%
9
Sell
Jan 13, 2026
Ondas Holdings
0.61%
▲ 992.75%
10
Sell
Jan 13, 2026