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Portfolio 2020 - New Portfolio

Samuel and Kim

Portfolio 2020
Individual Investor
Ranked #140,131 out of 858,885 TipRanks' Investors
Success Rate
51%
206 out of 402
profitable transactions
Average Return
48.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.46%
6-Month Return▼ 7.79%
12-Month Return▲ 37.79%
YTD Return▼ 10.67%
Total Return▲ 134.67%

Best Trade

Opened at
Closed at-
Gain▲ 1399.68%

Bio

Performance

13.22%0-13.22%
▲ 12.88%
▲ 3.56%
▲ 13.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.22%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.60%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.19%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.35%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.95%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.59%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.93%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 13.22%
▲ 10.96%▲ 2.38%▲ 5.22%
▼ 3.68%▲ 0.19%▼ 6.60%
▼ 0.10%▲ 0.08%▲ 2.19%
▲ 4.06%▲ 1.47%▼ 3.35%
▼ 1.12%▼ 0.86%▼ 5.95%
▲ 0.60%▼ 4.94%▼ 3.59%
▲ 4.89%▲ 4.48%▲ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
75.85%
▲ 616.53%
36
Sell
Apr 13, 2026
Microsoft
▲ 18.77%
25
Close
Apr 09, 2026
Palantir Technologies
▼ 18.25%
6
Close
Apr 09, 2026
BitMine Immersion Technologies
0.27%
▼ 14.22%
5
Buy
Apr 01, 2026
Apple
2.16%
▲ 73.39%
21
Sell
Jun 24, 2025
Tesla
21.73%
▲ 56.77%
22
Sell
Jun 24, 2025
Amazon
▲ 43.47%
10
Close
May 20, 2025
Alphabet Class A
▲ 27.19%
12
Close
May 20, 2025
Coca-Cola
▲ 3.97%
2
Close
May 20, 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
▼ 4.19%
5
Close
May 30, 2023
Nikola
▼ 68.54%
7
Close
May 26, 2023