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New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #306,440 out of 818,742 TipRanks' Investors
Success Rate
48%
736 out of 1524
profitable transactions
Average Return
23.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.07%
6-Month Return▲ 89.53%
12-Month Return▲ 104.78%
YTD Return▲ 46.56%
Total Return▲ 22.71%

Best Trade

Opened at
Closed at-
Gain▲ 2458.46%

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%
▼ 12.86%
▼ 1.27%
▼ 24.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 16.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.45%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 29.56%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.51%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 8.09%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 24.07%
▼ 1.80%▼ 5.57%▼ 4.14%
▲ 1.84%▼ 0.87%▲ 3.12%
▲ 12.20%▲ 6.28%▲ 16.38%
▲ 6.24%▲ 5.14%▲ 7.45%
▲ 27.91%▲ 2.30%▲ 29.56%
▲ 4.87%▲ 2.05%▲ 9.51%
▲ 8.21%▲ 2.19%▲ 8.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
0.04%
▼ 9.75%
3
Buy
Sep 18, 2025
Uranium Energy
0.34%
▲ 74.23%
6
Buy
Sep 17, 2025
Globalstar
0.47%
▼ 35.01%
7
Buy
Sep 17, 2025
Palantir Technologies
2.49%
▲ 814.03%
17
Buy
Sep 17, 2025
Viper Energy
0%
▼ 11.19%
7
Sell
Sep 17, 2025
Crescent Energy Company Class A
0.24%
▼ 20.22%
3
Buy
Sep 17, 2025
Boston Scientific
0%
▼ 6.79%
3
Sell
Sep 17, 2025
Hesai Group Sponsored ADR
0%
▲ 32.55%
3
Sell
Sep 17, 2025
Cantor Equity Partners, Inc. Class A
0.43%
▼ 0.61%
2
Buy
Sep 17, 2025
AbSci
0%
▼ 13.89%
3
Open
Sep 16, 2025
Five9
0%
▲ 3.97%
3
Sell
Sep 16, 2025
89bio
0%
▼ 5.72%
2
Sell
Sep 16, 2025
Circle Internet Group, Inc. Class A
0%
▼ 2.80%
1
Open
Sep 16, 2025
Digital Realty
0%
▼ 1.56%
1
Open
Sep 16, 2025
Exelon
0%
▲ 1.17%
1
Open
Sep 16, 2025
Galaxy Digital
0.57%
▲ 3.71%
1
Open
Sep 16, 2025
Fiserv
0%
▲ 1.08%
1
Open
Sep 16, 2025
Huntington Ingalls
0%
▼ 0.27%
1
Open
Sep 16, 2025
Figure Technology Solutions, Inc. Class A
0.64%
▼ 0.43%
1
Open
Sep 15, 2025
Elanco Animal Health
0%
▼ 0.54%
1
Open
Sep 12, 2025