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New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #152,473 out of 834,043 TipRanks' Investors
Success Rate
157 out of 253
profitable transactions
profitable transactions
Average Return
24.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.11%
6-Month Return▲ 6.21%
12-Month Return▲ 20.98%
YTD Return▲ 21.40%
Total Return▲ 36.87%
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%
▼ 1.75%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.11%
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%▼ 1.75%
▲ 1.55%▲ 1.31%▲ 1.11%
Recent Activity
Walgreens Boots Alliance
―
▼ 52.84%
2
Close
Aug 27, 2025
Fox Factory Holding
0%
▼ 16.16%
1
Open
May 02, 2025
Adobe
2.01%
▼ 19.70%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.43%
▼ 34.20%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.43%
▲ 0.17%
3
Buy
Dec 31, 2024
Epam Systems
3%
▼ 17.53%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 63.72%
2
Sell
Dec 31, 2024
Align Tech
0.9%
▼ 23.85%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 65.76%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▲ 15.34%
3
Sell
Dec 31, 2024
Paycom
2.05%
▼ 36.16%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 26.34%
2
Sell
Dec 31, 2024
Humana
0%
▼ 35.58%
2
Sell
Dec 31, 2024
Charter Communications
0%
▼ 28.63%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.81%
▲ 19.17%
1
Open
Dec 31, 2024
Verizon
0%
▲ 28.59%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 73.32%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
16.81%
▲ 100.97%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 31.59%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 56.69%
6
Sell
Apr 02, 2024