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New Portfolio - New Portfolio

Zach Y

New Portfolio
Individual Investor
Ranked #69,703 out of 808,802 TipRanks' Investors
Success Rate
65%
99 out of 152
profitable transactions
Average Return
32.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.46%
6-Month Return▲ 4.95%
12-Month Return▲ 8.67%
YTD Return▲ 2.30%
Total Return▲ 63.74%

Best Trade

Opened at
Closed at
Gain▲ 580.76%

Bio

Journey of a thousand dollars, start from a penny

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 6.12%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.98%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.31%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.71%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.70%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.12%
▲ 6.03%▲ 2.69%▲ 0.49%
▼ 12.86%▼ 1.27%▼ 2.43%
▼ 1.80%▼ 5.57%▼ 5.98%
▲ 1.84%▼ 0.87%▼ 7.37%
▲ 12.20%▲ 6.28%▲ 9.31%
▲ 6.24%▲ 5.14%▲ 6.71%
▲ 14.83%▲ 1.65%▲ 2.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CapitaLand Mall
0%
▼ 1.35%
1
Open
Jul 14, 2025
Mapletree Industrial
0%
▲ 0.50%
1
Open
Jul 14, 2025
AT&T
0%
▼ 0.63%
1
Open
Jul 13, 2025
Verizon
0%
▼ 1.52%
1
Open
Jul 13, 2025
Tyson Foods
0%
▼ 0.63%
1
Open
Jul 13, 2025
Keppel DC REIT
0%
▼ 0.88%
1
Open
Jul 07, 2025
Novo Nordisk
0%
▼ 6.49%
1
Open
Jul 01, 2025
United States Steel
▲ 174.75%
2
Close
Jun 17, 2025
Matterport
▲ 26.78%
5
Close
Feb 27, 2025
CoStar Group
0%
▲ 14.24%
1
Open
Feb 27, 2025
Advanced Micro Devices
7.83%
▲ 8.99%
4
Buy
Dec 12, 2024
Boeing
6.44%
▲ 30.15%
10
Buy
Nov 18, 2024
ASML Holding
5.19%
▲ 12.45%
1
Open
Nov 18, 2024
Walt Disney
0%
▲ 20.62%
15
Sell
Nov 14, 2024
Alphabet Class A
0%
▲ 66.68%
12
Sell
Oct 15, 2024
Palantir Technologies
0%
▲ 345.06%
1
Open
Sep 09, 2024
Nvidia
0%
▲ 36.82%
5
Sell
Aug 21, 2024
Walmart
0%
▲ 30.42%
1
Open
Aug 16, 2024
Micron
15.79%
▲ 37.59%
21
Buy
Jun 21, 2024
Up Fintech Holding
0%
▲ 175.70%
5
Sell
May 14, 2024