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my portfolio - New Portfolio

TA

my portfolio
Individual Investor
Ranked #154,642 out of 822,163 TipRanks' Investors
Success Rate
63%
130 out of 208
profitable transactions
Average Return
22.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.67%
6-Month Return▲ 33.83%
12-Month Return▲ 25.22%
YTD Return▲ 20.29%
Total Return▲ 93.41%

Best Trade

Opened at
Closed at-
Gain▲ 1152.30%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.46%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.92%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.91%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.88%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 0.48%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.46%
▲ 0.80%▼ 0.87%▼ 2.92%
▲ 11.63%▲ 6.28%▲ 9.21%
▲ 9.25%▲ 5.14%▲ 6.24%
▲ 7.60%▲ 2.30%▲ 2.91%
▲ 2.76%▲ 2.05%▲ 3.44%
▲ 12.88%▲ 3.56%▲ 5.88%
▲ 4.95%▲ 0.44%▲ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
2.44%
▲ 18.70%
3
Sell
Sep 29, 2025
PIMCO Enhanced Short Maturity Active ETF
4.88%
▲ 0.16%
1
Open
Sep 29, 2025
Xometry
▲ 6.14%
2
Close
Sep 24, 2025
Financial Select Sector SPDR Fund
1.14%
▼ 0.43%
1
Open
Sep 22, 2025
Nvidia
7.3%
▲ 444.59%
9
Buy
Sep 18, 2025
Micron
2.82%
▲ 8.15%
7
Open
Sep 15, 2025
Amazon
3.03%
▲ 34.08%
6
Sell
Sep 08, 2025
Alphabet Class A
3.36%
▲ 70.02%
5
Sell
Sep 08, 2025
iShares Silver Trust
5.27%
▲ 71.66%
4
Sell
Sep 08, 2025
Thermo Fisher
2.62%
▲ 1.73%
2
Sell
Sep 08, 2025
Visa
2.89%
▲ 12.85%
4
Buy
Sep 08, 2025
iShares Short Treasury Bond ETF
3.35%
▲ 2.84%
8
Open
Sep 08, 2025
Annaly Capital
2.68%
▲ 5.81%
3
Buy
Sep 08, 2025
CoreWeave
0.01%
▲ 97.31%
4
Sell
Sep 08, 2025
iShares Gold Trust Micro ETF of Benef Interest
8.19%
▲ 17.50%
2
Sell
Sep 08, 2025
Innodata
1.06%
▲ 83.28%
1
Open
Sep 08, 2025
iShares 1-3 Year Treasury Bond ETF
2.51%
▲ 0.12%
1
Open
Sep 08, 2025
Tesla
0.03%
▼ 6.55%
10
Sell
Aug 01, 2025
CME Group
1.44%
▲ 6.34%
4
Sell
Jul 11, 2025
VanEck Gold Miners ETF
0.01%
▲ 41.13%
6
Sell
Jun 27, 2025