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New Portfolio - New Portfolio
Investi Analyst
New PortfolioIndividual Investor
Ranked #410,065 out of 833,817 TipRanks' Investors
Success Rate
95 out of 249
profitable transactions
profitable transactions
Average Return
29.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.63%
6-Month Return▲ 22.49%
12-Month Return▲ 34.87%
YTD Return▲ 40.98%
Total Return▲ 283.75%
Best Trade
Bio
Hello
From Canada!
I love technology and energy stocks!
Performance
13.85%0-13.85%
▲ 11.63%
▲ 6.28%
▲ 13.85%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.25%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 8.52%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.61%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.66%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.75%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.42%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.94%
Dec 2025
▲ 11.63%▲ 6.28%▲ 13.85%
▲ 9.25%▲ 5.14%▲ 13.25%
▲ 7.60%▲ 2.30%▲ 8.52%
▲ 2.76%▲ 2.05%▲ 1.61%
▲ 12.88%▲ 3.56%▲ 3.66%
▲ 10.96%▲ 2.38%▲ 3.75%
▼ 3.57%▲ 0.19%▲ 0.42%
▲ 1.45%▲ 1.32%▲ 1.94%
Recent Activity
Vital Energy
―
▼ 47.25%
15
Close
Dec 15, 2025
Crescent Energy Company Class A
0.42%
▼ 6.61%
1
Open
Dec 15, 2025
Bed Bath & Beyond
―
▼ 2.94%
10
Close
Dec 15, 2024
Marqeta
―
▼ 87.08%
2
Close
Dec 15, 2024
Vermilion Energy
―
▲ 12.71%
9
Close
Dec 15, 2024
APA
―
▼ 34.53%
2
Close
Dec 15, 2024
Callon
―
▲ 36.66%
12
Close
Mar 28, 2024
Dialogue Health Technologies
―
▼ 54.02%
3
Close
Oct 04, 2023
Silvergate Capital
0.08%
▼ 76.72%
6
Buy
Nov 01, 2021
Kulicke & Soffa
―
▼ 1.75%
3
Close
Nov 01, 2021
LendingClub
39.62%
▼ 28.48%
5
Buy
Oct 29, 2021
Upwork
0.28%
▼ 47.93%
6
Sell
Oct 29, 2021
Riot Platforms
0.74%
▼ 54.85%
2
Sell
Oct 28, 2021
Digital Turbine
0.11%
▼ 91.55%
13
Sell
Oct 28, 2021
Enphase Energy
0.88%
▼ 85.36%
1
Open
Oct 28, 2021
Upstart Holdings
1.29%
▼ 58.28%
10
Sell
Oct 28, 2021
Affirm Holdings
6.1%
▼ 23.70%
3
Sell
Oct 28, 2021
Permian Resources
1.86%
▲ 194.88%
2
Sell
Oct 19, 2021
SoFi
12.86%
▲ 45.75%
4
Buy
Oct 12, 2021
2U
―
▼ 19.36%
17
Close
Oct 05, 2021