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New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #160,135 out of 833,195 TipRanks' Investors
Success Rate
155 out of 253
profitable transactions
profitable transactions
Average Return
23.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.90%
6-Month Return▲ 10.39%
12-Month Return▲ 18.19%
YTD Return▲ 20.32%
Total Return▲ 35.65%
Best Trade
Bio
Long-term portfolio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.90%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.03%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.38%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.80%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.80%
Nov 2025
▼ 1.96%
▼ 0.12%
▲ 0.25%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.90%
▲ 9.25%▲ 5.14%▲ 8.03%
▲ 7.60%▲ 2.30%▼ 0.38%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.96%▲ 2.38%▲ 0.80%
▼ 3.57%▲ 0.19%▼ 1.80%
▼ 1.96%▼ 0.12%▲ 0.25%
Recent Activity
Walgreens Boots Alliance
―
▼ 52.84%
2
Close
Aug 27, 2025
Fox Factory Holding
0%
▼ 18.19%
1
Open
May 02, 2025
Adobe
2.04%
▼ 19.23%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.46%
▼ 32.25%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.42%
▼ 1.19%
3
Buy
Dec 31, 2024
Epam Systems
3%
▼ 18.41%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 63.16%
2
Sell
Dec 31, 2024
Align Tech
0.9%
▼ 24.18%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 64.13%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▲ 14.09%
3
Sell
Dec 31, 2024
Paycom
2.1%
▼ 35.24%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 27.98%
2
Sell
Dec 31, 2024
Humana
0%
▼ 35.65%
2
Sell
Dec 31, 2024
Charter Communications
0%
▼ 29.38%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.77%
▲ 17.49%
1
Open
Dec 31, 2024
Verizon
0%
▲ 26.49%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 79.33%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
16.79%
▲ 98.51%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 32.86%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 56.04%
6
Sell
Apr 02, 2024