Portfolio #1 - New Portfolio

Charles Shinn

Portfolio #1
Individual Investor
Ranked #313,037 out of 794,584 TipRanks' Investors
Success Rate
29%
65 out of 223
profitable transactions
Average Return
25.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.58%
6-Month Return▼ 2.88%
12-Month Return▲ 6.77%
YTD Return▼ 17.15%
Total Return▲ 161.25%

Best Trade

Opened at
Closed at-
Gain▲ 1784.09%

Bio

Spec Stock Long Term

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 13.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 20.94%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.23%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 9.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.78%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 9.98%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 13.32%
▲ 10.00%▼ 0.89%▲ 2.11%
▲ 26.01%▲ 5.96%▲ 20.94%
▲ 5.33%▼ 2.41%▼ 7.23%
▲ 5.87%▲ 2.69%▲ 9.18%
▼ 12.86%▼ 1.27%▼ 5.52%
▼ 1.80%▼ 5.57%▼ 10.78%
▼ 9.96%▼ 9.67%▼ 9.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 511.70%
2
Close
Feb 22, 2025
Microsoft
2.37%
▲ 10.33%
2
Buy
Feb 22, 2025
Capri Holdings
0.09%
▼ 35.17%
2
Buy
Feb 22, 2025
Vimeo
0.31%
▼ 19.79%
2
Buy
Feb 22, 2025
Ceragon Networks
1.37%
▼ 34.06%
2
Buy
Feb 22, 2025
BigBearai Holdings
1.86%
▼ 52.02%
1
Open
Feb 22, 2025
Trade Desk
3.02%
▼ 37.68%
1
Open
Feb 22, 2025
Robinhood Markets
0.23%
▼ 24.11%
2
Buy
Jan 20, 2025
Applied Materials
0.21%
▲ 103.25%
2
Buy
Jan 20, 2025
Lowe's
1.46%
▲ 0.48%
2
Buy
Jan 20, 2025
Biomea Fusion
1.39%
▼ 47.74%
2
Buy
Jan 20, 2025
Advanced Micro Devices
2.8%
▼ 29.87%
1
Open
Jan 20, 2025
Wolfspeed
1.73%
▼ 55.25%
1
Open
Jan 09, 2025
SunHydrogen
▼ 78.71%
3
Close
Dec 29, 2024
QuantumScape
▼ 89.90%
3
Close
Dec 29, 2024
Topgolf Callaway Brands
▼ 65.43%
2
Close
Dec 29, 2024
Berkshire Hathaway B
▲ 111.05%
3
Close
Dec 29, 2024
AT&T
▲ 30.02%
3
Close
Dec 29, 2024
CBAK Energy Technology
▲ 1.89%
2
Close
Dec 29, 2024
Crispr Therapeutics AG
2.13%
▼ 53.91%
3
Buy
Dec 29, 2024