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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #91,280 out of 858,746 TipRanks' Investors
Success Rate
67%
107 out of 159
profitable transactions
Average Return
27.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.37%
6-Month Return▲ 5.98%
12-Month Return▲ 28.77%
YTD Return▲ 1.62%
Total Return▲ 425.85%

Best Trade

Opened at
Closed at
Gain▲ 201.68%

Bio

investing portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.86%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.60%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 2.45%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 2.21%
Mar 2026
▲ 5.30%
▲ 3.95%
▼ 1.15%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.23%
▲ 10.96%▲ 2.38%▲ 1.86%
▼ 3.68%▲ 0.19%▲ 1.26%
▼ 0.10%▲ 0.08%▼ 1.22%
▲ 4.06%▲ 1.47%▲ 2.60%
▼ 1.10%▼ 0.86%▲ 2.45%
▲ 1.22%▼ 4.94%▼ 2.21%
▲ 5.30%▲ 3.95%▼ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kraft Heinz
▼ 2.80%
4
Close
Nov 01, 2024
Microsoft
7.66%
▲ 17.15%
17
Sell
Sep 23, 2024
AbbVie
14.12%
▲ 106.73%
11
Buy
Sep 13, 2024
Ferrari
3.13%
▼ 0.72%
9
Open
Aug 19, 2024
Nvidia
4.86%
▲ 23.41%
12
Open
Aug 19, 2024
Amazon
▼ 0.88%
13
Close
Aug 02, 2024
Pfizer
▼ 2.06%
2
Close
May 01, 2024
Chevron
22.31%
▲ 56.09%
16
Buy
Apr 02, 2024
Bank of America
▼ 13.94%
6
Close
Mar 14, 2024
Johnson & Johnson
▲ 13.65%
6
Close
Jan 17, 2024
International Business Machines
6.45%
▲ 66.65%
5
Buy
Jan 17, 2024
Coca-Cola
14.99%
▲ 59.15%
9
Buy
Jan 17, 2024
Apple
26.49%
▲ 83.12%
17
Buy
Dec 07, 2023
Meta Platforms
▲ 4.40%
2
Close
Jul 27, 2023
Verizon
▼ 31.94%
5
Close
Oct 21, 2022
Coinbase Global
▼ 45.90%
2
Close
Jan 24, 2022
Rivian Automotive
▼ 44.77%
2
Close
Jan 24, 2022
Exxon Mobil
▲ 0.72%
7
Close
Nov 19, 2021
PayPal Holdings
▲ 2.57%
5
Close
Sep 28, 2021
Bristol-Myers Squibb
▲ 0.87%
2
Close
Jun 23, 2021