tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

v3071185@yahoo.com

New Portfolio
Individual Investor
Ranked #137,191 out of 802,872 TipRanks' Investors
Success Rate
61%
153 out of 253
profitable transactions
Average Return
16.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.68%
6-Month Return▲ 3.68%
12-Month Return▲ 19.28%
YTD Return▲ 9.83%
Total Return▲ 23.87%

Best Trade

Opened at
Closed at-
Gain▲ 558.98%

Bio

Long-term portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.37%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.90%
May 2025
▲ 2.43%
▲ 1.65%
▲ 3.72%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.64%
▲ 5.43%▼ 2.41%▼ 4.68%
▲ 5.99%▲ 2.69%▲ 5.74%
▼ 12.86%▼ 1.27%▼ 1.00%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 1.76%▼ 0.87%▼ 0.37%
▲ 12.21%▲ 6.28%▲ 7.90%
▲ 2.43%▲ 1.65%▲ 3.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fox Factory Holding
0%
▲ 28.97%
1
Open
May 02, 2025
Adobe
2.64%
▼ 5.52%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.54%
▼ 32.47%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.85%
▲ 16.35%
3
Buy
Dec 31, 2024
Epam Systems
2.8%
▼ 31.08%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 86.02%
2
Sell
Dec 31, 2024
Align Tech
1.15%
▼ 13.00%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 54.05%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▲ 1.65%
3
Sell
Dec 31, 2024
Paycom
3.68%
▲ 2.45%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 10.83%
2
Sell
Dec 31, 2024
Humana
0%
▼ 42.60%
2
Sell
Dec 31, 2024
Charter Communications
0%
▲ 35.92%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.54%
▲ 2.63%
1
Open
Dec 31, 2024
Verizon
0%
▲ 34.15%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 87.76%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
15.96%
▲ 70.34%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 17.55%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 56.56%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 21.67%
2
Sell
Apr 02, 2024