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New Portfolio - New Portfolio

Kev 504

New Portfolio
Individual Investor
Ranked #466,098 out of 832,066 TipRanks' Investors
Success Rate
49%
54 out of 110
profitable transactions
Average Return
6.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return▲ 8.78%
12-Month Return▲ 10.39%
YTD Return▲ 14.51%
Total Return▼ 20.45%

Best Trade

Opened at
Closed at-
Gain▲ 150.60%

Bio

"Investing for Income and Retirement"

Performance

12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 4.30%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.07%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.51%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.30%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.82%
Nov 2025
▲ 1.34%
▲ 0.61%
▲ 2.04%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 4.30%
▲ 9.25%▲ 5.14%▲ 5.34%
▲ 7.60%▲ 2.30%▲ 0.07%
▲ 2.76%▲ 2.05%▲ 5.51%
▲ 12.88%▲ 3.56%▲ 2.67%
▲ 10.96%▲ 2.38%▼ 0.30%
▼ 3.44%▲ 0.19%▼ 2.82%
▲ 1.34%▲ 0.61%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 0.10%
1
Open
Sep 21, 2025
United Parcel
0%
▲ 2.32%
1
Open
Jul 18, 2025
WiMi Hologram Cloud
0%
▼ 15.68%
1
Open
Jul 18, 2025
Nio
▼ 91.64%
2
Close
Aug 12, 2024
BIOLASE
0%
▼ 61.49%
3
Open
Aug 21, 2022
SNDL
0%
▼ 38.87%
3
Open
Jul 12, 2022
Canadian Natural
0%
▲ 67.79%
1
Open
Jul 12, 2022
Pagseguro Digital
0.2%
▼ 80.79%
2
Buy
Jul 13, 2021
DoorDash
4.38%
▲ 24.82%
1
Open
Jul 13, 2021
Virgin Galactic Holdings
0.01%
▼ 99.53%
1
Open
Jul 13, 2021
Block
1.26%
▼ 73.79%
1
Open
Jul 13, 2021
ZoomInfo Technologies
0.2%
▼ 80.86%
1
Open
Jul 13, 2021
Nike
▲ 20.44%
3
Close
Jul 13, 2021
Constellation Brands
▼ 3.62%
3
Close
Jul 13, 2021
Outfront Media
▲ 5.35%
3
Close
Jul 13, 2021
Mastercard
▲ 3.13%
3
Close
Jul 12, 2021
Yum! Brands
▲ 2.44%
3
Close
Jul 12, 2021
Regions Financial
▼ 7.62%
3
Close
Jul 12, 2021
Toronto Dominion Bank
▲ 1.57%
3
Close
Jul 12, 2021
Walt Disney
▼ 1.19%
3
Close
Jul 12, 2021