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New Portfolio - New Portfolio

Danny

New Portfolio
Individual Investor
Ranked #7,918 out of 817,737 TipRanks' Investors
Success Rate
77%
68 out of 88
profitable transactions
Average Return
102.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.08%
6-Month Return▲ 23.77%
12-Month Return▲ 29.76%
YTD Return▲ 9.96%
Total Return▲ 107.38%

Best Trade

Opened at
Closed at-
Gain▲ 1023.91%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 5.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.65%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.56%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.53%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.61%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.36%
Aug 2025
▲ 6.57%
▲ 1.11%
▲ 0.89%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 5.16%
▼ 1.80%▼ 5.57%▼ 8.65%
▲ 1.84%▼ 0.87%▼ 0.56%
▲ 12.20%▲ 6.28%▲ 11.53%
▲ 6.24%▲ 5.14%▲ 4.90%
▲ 27.87%▲ 2.30%▲ 2.61%
▲ 4.87%▲ 2.05%▲ 3.36%
▲ 6.57%▲ 1.11%▲ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio S&P 500 ETF
2.06%
▲ 51.10%
11
Buy
Mar 27, 2025
Schwab U.S. Large-Cap Growth ETF
1.56%
▲ 15.96%
2
Buy
Mar 27, 2025
Schwab U.S. Large-Cap ETF
2.03%
▲ 15.80%
1
Open
Mar 27, 2025
Realty Income
3.91%
▲ 7.78%
5
Buy
Feb 01, 2025
Starbucks
1.74%
▼ 12.37%
7
Buy
Feb 01, 2025
Schwab US Dividend Equity ETF
0.83%
▲ 0.81%
2
Buy
Feb 01, 2025
Nike
2.84%
▼ 32.48%
3
Buy
Dec 16, 2024
Nvidia
31.71%
▲ 697.66%
9
Buy
Dec 16, 2024
Tesla
32.13%
▲ 29.90%
14
Buy
Dec 16, 2024
Visa
▲ 54.99%
4
Close
Dec 15, 2024
Meta Platforms
▲ 11.14%
6
Close
Dec 15, 2024
Financial Select Sector SPDR Fund
▼ 1.93%
3
Close
Jan 31, 2023
Microsoft
8.65%
▲ 87.41%
8
Buy
Jan 31, 2023
Alphabet Class A
6.41%
▲ 113.07%
4
Buy
Jan 31, 2023
Apple
5%
▲ 58.47%
5
Buy
Jan 31, 2023
Delta Air Lines
▲ 13.54%
4
Close
May 05, 2022
Walt Disney
0.76%
▼ 28.98%
3
Buy
Jan 04, 2022
AbbVie
0.38%
▲ 122.21%
2
Buy
Sep 08, 2021