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New Portfolio - New Portfolio

Kev 504

New Portfolio
Individual Investor
Ranked #467,307 out of 826,007 TipRanks' Investors
Success Rate
49%
54 out of 110
profitable transactions
Average Return
5.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.16%
6-Month Return▲ 17.82%
12-Month Return▲ 13.40%
YTD Return▲ 14.33%
Total Return▼ 20.55%

Best Trade

Opened at
Closed at-
Gain▲ 138.35%

Bio

"Investing for Income and Retirement"

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.74%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.53%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.30%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.06%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.51%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.67%
Sep 2025
▲ 10.09%
▲ 2.05%
▼ 1.24%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.74%
▲ 0.80%▼ 0.87%▲ 1.53%
▲ 11.63%▲ 6.28%▲ 4.30%
▲ 9.25%▲ 5.14%▲ 5.34%
▲ 7.60%▲ 2.30%▲ 0.06%
▲ 2.76%▲ 2.05%▲ 5.51%
▲ 12.88%▲ 3.56%▲ 2.67%
▲ 10.09%▲ 2.05%▼ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 10.50%
1
Open
Sep 21, 2025
United Parcel
0%
▼ 2.38%
1
Open
Jul 18, 2025
WiMi Hologram Cloud
0%
▼ 1.08%
1
Open
Jul 18, 2025
Nio
▼ 91.64%
2
Close
Aug 12, 2024
BIOLASE
0%
▼ 61.49%
3
Open
Aug 21, 2022
SNDL
0%
▼ 32.06%
3
Open
Jul 12, 2022
Canadian Natural
0%
▲ 58.93%
1
Open
Jul 12, 2022
Pagseguro Digital
0.19%
▼ 82.13%
2
Buy
Jul 13, 2021
DoorDash
5.02%
▲ 43.96%
1
Open
Jul 13, 2021
Virgin Galactic Holdings
0.01%
▼ 99.49%
1
Open
Jul 13, 2021
Block
1.46%
▼ 69.38%
1
Open
Jul 13, 2021
ZoomInfo Technologies
0.22%
▼ 79.41%
1
Open
Jul 13, 2021
Nike
▲ 20.44%
3
Close
Jul 13, 2021
Constellation Brands
▼ 3.62%
3
Close
Jul 13, 2021
Outfront Media
▲ 5.36%
3
Close
Jul 13, 2021
Mastercard
▲ 3.13%
3
Close
Jul 12, 2021
Yum! Brands
▲ 2.44%
3
Close
Jul 12, 2021
Regions Financial
▼ 7.61%
3
Close
Jul 12, 2021
Toronto Dominion Bank
▲ 1.57%
3
Close
Jul 12, 2021
Walt Disney
▼ 1.19%
3
Close
Jul 12, 2021