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Portfolio 2020 - New Portfolio

Samuel and Kim

Portfolio 2020
Individual Investor
Ranked #124,711 out of 804,567 TipRanks' Investors
Success Rate
52%
202 out of 392
profitable transactions
Average Return
35.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▼ 4.21%
12-Month Return▲ 14.37%
YTD Return▼ 2.22%
Total Return▲ 104.06%

Best Trade

Opened at
Closed at-
Gain▲ 1043.48%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.68%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 4.99%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.68%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 2.57%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.54%
May 2025
▲ 0.15%
▲ 1.13%
▲ 1.46%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.68%
▲ 5.10%▼ 2.41%▲ 4.99%
▲ 6.03%▲ 2.69%▼ 1.17%
▼ 12.86%▼ 1.27%▼ 8.09%
▼ 1.80%▼ 5.57%▼ 9.68%
▲ 1.83%▼ 0.87%▲ 2.57%
▲ 12.21%▲ 6.28%▲ 14.54%
▲ 0.15%▲ 1.13%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
5.24%
▲ 49.70%
21
Sell
May 20, 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
66.19%
▲ 446.34%
32
Buy
Apr 07, 2025
Tesla
22.5%
▲ 44.73%
21
Buy
Dec 24, 2024
Apple
6.06%
▲ 33.39%
20
Sell
Dec 16, 2024
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
Costco
▲ 3.21%
13
Close
Apr 06, 2023
Velodyne Lidar
▼ 69.50%
8
Close
Feb 16, 2023