tiprankstipranks

Principal - New Portfolio

EC3377C8

Principal
Individual Investor
Ranked #453,522 out of 859,299 TipRanks' Investors
Success Rate
53%
42 out of 79
profitable transactions
Average Return
4.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.67%
6-Month Return▼ 3.37%
12-Month Return▲ 74.41%
YTD Return▲ 8.32%
Total Return▲ 41.15%

Best Trade

Opened at
Closed at-
Gain▲ 346.76%

Bio

Personal

Performance

28.79%0-28.79%
▲ 12.88%
▲ 3.56%
▲ 28.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.09%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.61%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.41%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.48%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.01%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.46%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 28.79%
▲ 10.96%▲ 2.38%▲ 2.09%
▼ 3.68%▲ 0.19%▼ 8.30%
▼ 0.10%▲ 0.08%▼ 3.61%
▲ 4.06%▲ 1.47%▲ 6.41%
▼ 1.12%▼ 0.86%▼ 2.48%
▲ 0.60%▼ 4.94%▼ 1.01%
▲ 12.62%▲ 7.63%▲ 5.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Guardian Capital
▲ 121.02%
2
Close
Mar 24, 2026
SAGE Therapeutics
▼ 81.40%
4
Close
Jul 30, 2025
Revelyst, Inc.
▲ 5.68%
2
Close
Jan 03, 2025
Vista Outdoor
▲ 10.63%
2
Close
Nov 27, 2024
Stelco Holdings Inc
▲ 122.62%
2
Close
Nov 04, 2024
Cleveland-Cliffs
0.91%
▼ 26.32%
1
Open
Nov 04, 2024
Sharps Compliance
▲ 21.36%
2
Close
Aug 23, 2022
Western Forest Prod
1.49%
▼ 75.64%
1
Open
Jan 01, 2022
MasterCraft Boat Holdings
4.93%
▼ 22.18%
1
Open
Jan 01, 2022
Logitech
7.07%
▲ 22.69%
1
Open
Jan 01, 2022
Buckle
7.95%
▲ 83.96%
1
Open
Jan 01, 2022
Neurocrine
9.64%
▲ 48.57%
1
Open
Jan 01, 2022
Medifast
0.32%
▼ 94.43%
1
Open
Jan 01, 2022
Shoe Carnival
2.91%
▼ 50.91%
1
Open
Jan 01, 2022
PROG Holdings
▼ 0.34%
5
Close
Jan 01, 2022
Crispr Therapeutics AG
▼ 10.15%
3
Close
Jan 01, 2022
Funko
▲ 5.82%
3
Close
Jan 01, 2022
Datametrex AI
▼ 4.58%
3
Close
Jan 01, 2022
Korn Ferry
▲ 2.93%
2
Close
Jan 01, 2022
Qorvo
▲ 5.94%
2
Close
Jan 01, 2022