New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #177,413 out of 859,299 TipRanks' Investors
Success Rate
152 out of 253
profitable transactions
profitable transactions
Average Return
25.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.63%
6-Month Return▼ 0.76%
12-Month Return▲ 30.86%
YTD Return▲ 0.64%
Total Return▲ 35.73%
Best Trade
Bio
Long-term portfolio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.80%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.07%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.75%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.01%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 9.02%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.96%▲ 2.38%▲ 0.80%
▼ 3.68%▲ 0.19%▼ 1.72%
▼ 0.10%▲ 0.08%▼ 0.41%
▲ 4.06%▲ 1.47%▲ 2.07%
▼ 1.12%▼ 0.86%▼ 2.75%
▲ 0.60%▼ 4.94%▼ 7.01%
▲ 12.62%▲ 7.63%▲ 9.02%
Recent Activity
Walgreens Boots Alliance
―
▼ 52.84%
2
Close
Aug 27, 2025
Fox Factory Holding
0%
▼ 21.08%
1
Open
May 02, 2025
Adobe
1.37%
▼ 44.47%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.45%
▼ 29.76%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.49%
▲ 1.81%
3
Buy
Dec 31, 2024
Epam Systems
1.86%
▼ 49.91%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 19.06%
2
Sell
Dec 31, 2024
Align Tech
1.08%
▼ 10.31%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 194.78%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▲ 31.77%
3
Sell
Dec 31, 2024
Paycom
1.57%
▼ 50.66%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 30.64%
2
Sell
Dec 31, 2024
Humana
0%
▼ 50.37%
2
Sell
Dec 31, 2024
Charter Communications
0%
▼ 24.11%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
9.1%
▲ 21.16%
1
Open
Dec 31, 2024
Verizon
0%
▲ 47.71%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 43.32%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
17.39%
▲ 105.58%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 39.56%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 73.68%
6
Sell
Apr 02, 2024