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New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #135,841 out of 803,751 TipRanks' Investors
Success Rate
153 out of 253
profitable transactions
profitable transactions
Average Return
16.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.15%
6-Month Return▲ 2.98%
12-Month Return▲ 18.28%
YTD Return▲ 8.78%
Total Return▲ 22.67%
Best Trade
Bio
Long-term portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.70%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.40%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.90%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.73%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.64%
▲ 5.10%▼ 2.41%▼ 4.70%
▲ 6.03%▲ 2.69%▲ 5.78%
▼ 12.86%▼ 1.27%▼ 1.00%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 1.83%▼ 0.87%▼ 0.40%
▲ 12.21%▲ 6.28%▲ 7.90%
▲ 2.29%▲ 1.29%▲ 2.73%
Recent Activity
Fox Factory Holding
0%
▲ 23.11%
1
Open
May 02, 2025
Adobe
2.51%
▼ 11.10%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.54%
▼ 32.73%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.84%
▲ 14.07%
3
Buy
Dec 31, 2024
Epam Systems
2.74%
▼ 33.40%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 93.49%
2
Sell
Dec 31, 2024
Align Tech
1.14%
▼ 14.49%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 74.21%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▲ 5.72%
3
Sell
Dec 31, 2024
Paycom
3.54%
▼ 2.88%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 10.03%
2
Sell
Dec 31, 2024
Humana
0%
▼ 42.06%
2
Sell
Dec 31, 2024
Charter Communications
0%
▲ 33.91%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.62%
▲ 2.17%
1
Open
Dec 31, 2024
Verizon
0%
▲ 32.18%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 77.57%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
16.06%
▲ 69.14%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 21.38%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 58.65%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 27.13%
2
Sell
Apr 02, 2024