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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #238,123 out of 832,562 TipRanks' Investors
Success Rate
57%
576 out of 1008
profitable transactions
Average Return
17.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.69%
6-Month Return▲ 7.93%
12-Month Return▲ 22.39%
YTD Return▲ 28.98%
Total Return▲ 114.74%

Best Trade

Opened at
Closed at-
Gain▲ 366.03%

Bio

Long term plan

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 12.76%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.87%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.94%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.03%
Nov 2025
▼ 1.55%
▼ 0.66%
▼ 3.16%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.76%
▲ 9.25%▲ 5.14%▲ 9.61%
▲ 7.60%▲ 2.30%▲ 1.87%
▲ 2.76%▲ 2.05%▲ 0.02%
▲ 12.88%▲ 3.56%▲ 4.84%
▲ 10.96%▲ 2.38%▲ 4.94%
▼ 3.57%▲ 0.19%▼ 6.03%
▼ 1.55%▼ 0.66%▼ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
10.03%
▲ 9.82%
61
Buy
Nov 25, 2025
Mercadolibre
9.5%
▲ 52.73%
57
Buy
Nov 20, 2025
Nvidia
14.2%
▲ 51.82%
63
Buy
Nov 18, 2025
Airbus SE
▲ 143.07%
3
Close
Nov 13, 2025
ASML Holding
▲ 38.00%
32
Close
Oct 29, 2025
UnitedHealth
▲ 19.76%
4
Close
Sep 12, 2025
American Eagle
▼ 0.46%
2
Close
Aug 27, 2025
EPR Properties
▲ 29.42%
2
Close
May 30, 2025
Meta Platforms
3.65%
▲ 12.26%
52
Sell
May 02, 2025
TSMC
6.95%
▲ 56.13%
17
Sell
May 02, 2025
NNN REIT
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
6.27%
▲ 59.54%
51
Sell
Mar 20, 2025
Pfizer
▲ 2.53%
7
Close
Feb 13, 2025
Schwab US Dividend Equity ETF
▲ 1.25%
10
Close
Feb 13, 2025
Realty Income
▲ 1.13%
6
Close
Feb 13, 2025
Celsius Holdings
▼ 25.97%
2
Close
Feb 13, 2025
Simon Property
9.54%
▲ 88.78%
14
Buy
Dec 10, 2024
Alphabet Class A
▼ 8.51%
42
Close
Nov 01, 2024
Charles Schwab
▲ 14.07%
3
Close
Oct 15, 2024
Coupang
▲ 6.85%
14
Close
Sep 05, 2024