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Portfolio_1 - New Portfolio

VVN

Portfolio_1
Individual Investor
Ranked #370,433 out of 849,026 TipRanks' Investors
Success Rate
56%
67 out of 120
profitable transactions
Average Return
7.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return▼ 6.90%
12-Month Return▼ 2.62%
YTD Return▲ 2.43%
Total Return▲ 34.57%

Best Trade

Opened at
Closed at-
Gain▲ 85.59%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.70%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 3.24%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.84%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.87%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 2.43%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.70%
▲ 7.60%▲ 2.30%▲ 0.02%
▲ 2.76%▲ 2.05%▲ 1.96%
▲ 12.88%▲ 3.56%▼ 3.24%
▲ 10.96%▲ 2.38%▼ 1.84%
▼ 3.58%▲ 0.19%▼ 1.20%
▼ 0.10%▲ 0.08%▼ 1.87%
▲ 2.78%▲ 1.51%▲ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innovative Industrial Properties
0.21%
▼ 38.20%
3
Sell
Dec 07, 2025
Ares Capital
9.69%
▲ 19.97%
3
Buy
Dec 07, 2025
Pennantpark Investment
0.03%
▲ 3.85%
2
Sell
Dec 07, 2025
FS KKR Capital
0.06%
▼ 19.67%
2
Sell
Dec 07, 2025
Microsoft
3.8%
▲ 6.92%
4
Open
Nov 24, 2024
Target
▼ 6.38%
4
Close
Nov 24, 2024
Gaming and Leisure
3.75%
▲ 18.56%
4
Buy
Nov 24, 2024
Realty Income
15.41%
▲ 11.02%
2
Buy
Nov 24, 2024
Advanced Micro Devices
▲ 64.12%
4
Close
Nov 24, 2024
Apple
1.07%
▲ 84.65%
3
Sell
Nov 24, 2024
Strategy
28.44%
▼ 57.64%
1
Open
Nov 24, 2024
Barings BDC
4.63%
▲ 5.92%
1
Open
Nov 24, 2024
Blackstone Secured Lending Fund
3.84%
▼ 8.64%
1
Open
Nov 24, 2024
Goldman Sachs BDC
3.92%
▼ 14.73%
1
Open
Nov 24, 2024
Blue Owl Capital
12.18%
▼ 6.26%
1
Open
Nov 24, 2024
OFS Credit Company
6.08%
▼ 10.74%
1
Open
Nov 24, 2024
Nuveen Churchill Direct Lending Corp.
4.03%
▼ 9.38%
1
Open
Nov 24, 2024
Under Armour
▼ 4.52%
6
Close
Nov 11, 2024
Coca-Cola
▲ 12.34%
2
Close
Nov 11, 2024
Tesla
▲ 26.45%
8
Close
Nov 11, 2024