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Portfolio 2020 - New Portfolio

Samuel and Kim

Portfolio 2020
Individual Investor
Ranked #113,395 out of 833,192 TipRanks' Investors
Success Rate
53%
210 out of 396
profitable transactions
Average Return
51.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.80%
6-Month Return▲ 30.76%
12-Month Return▲ 25.26%
YTD Return▲ 27.86%
Total Return▲ 166.84%

Best Trade

Opened at
Closed at-
Gain▲ 1338.83%

Bio

Performance

14.54%0-14.54%
▲ 11.63%
▲ 6.28%
▲ 14.54%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.01%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.60%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 13.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.22%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.37%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 3.54%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 14.54%
▲ 9.25%▲ 5.14%▲ 6.01%
▲ 7.60%▲ 2.30%▲ 5.60%
▲ 2.76%▲ 2.05%▲ 2.62%
▲ 12.88%▲ 3.56%▲ 13.22%
▲ 10.96%▲ 2.38%▲ 5.22%
▼ 3.57%▲ 0.19%▼ 6.37%
▼ 0.06%▼ 0.12%▲ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
0.67%
▲ 9.91%
2
Buy
Nov 14, 2025
BitMine Immersion Technologies
0.2%
▼ 15.42%
2
Buy
Nov 14, 2025
Microsoft
3.06%
▲ 52.77%
23
Sell
Jun 25, 2025
Apple
1.98%
▲ 82.00%
21
Sell
Jun 24, 2025
Tesla
26.13%
▲ 116.18%
22
Sell
Jun 24, 2025
Amazon
▲ 43.47%
10
Close
May 20, 2025
Alphabet Class A
▲ 27.18%
12
Close
May 20, 2025
Coca-Cola
▲ 3.97%
2
Close
May 20, 2025
Nvidia
67.96%
▲ 587.46%
32
Buy
Apr 07, 2025
ASML Holding
▼ 6.20%
16
Close
Nov 21, 2024
Coinbase Global
▼ 9.00%
9
Close
Sep 16, 2024
Crocs
▼ 27.48%
32
Close
Jan 18, 2024
Epam Systems
▼ 50.56%
18
Close
Jan 18, 2024
Blackstone Group
▲ 18.25%
21
Close
Dec 18, 2023
UnitedHealth
▲ 12.62%
9
Close
Nov 16, 2023
ChargePoint Holdings
▼ 53.11%
4
Close
Jun 09, 2023
Ouster
▼ 60.14%
2
Close
Jun 09, 2023
JPMorgan Chase
▲ 7.66%
3
Close
May 30, 2023
CVS Health
▼ 4.18%
5
Close
May 30, 2023
Nikola
▼ 68.54%
7
Close
May 26, 2023