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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #261,806 out of 858,312 TipRanks' Investors
Success Rate
56%
572 out of 1017
profitable transactions
Average Return
14.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.70%
6-Month Return▼ 13.12%
12-Month Return▲ 32.17%
YTD Return▼ 11.55%
Total Return▲ 93.84%

Best Trade

Opened at
Closed at
Gain▲ 236.29%

Bio

Long term plan

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.94%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.13%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.78%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 10.61%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 3.58%
Mar 2026
▲ 1.76%
▲ 0.84%
▲ 0.82%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.84%
▲ 10.96%▲ 2.38%▲ 4.94%
▼ 3.68%▲ 0.19%▼ 6.06%
▼ 0.10%▲ 0.08%▼ 1.13%
▲ 4.06%▲ 1.47%▲ 1.78%
▼ 1.10%▼ 0.86%▼ 10.61%
▲ 1.22%▼ 4.94%▼ 3.58%
▲ 1.76%▲ 0.84%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
11.97%
▲ 10.17%
64
Buy
Mar 09, 2026
Broadcom
8.66%
▼ 5.28%
3
Buy
Mar 05, 2026
Alphabet Class A
5.81%
▼ 8.35%
43
Open
Feb 21, 2026
Simon Property
▲ 102.63%
16
Close
Feb 21, 2026
CrowdStrike Holdings
▲ 102.61%
37
Close
Feb 21, 2026
Zscaler
▲ 23.09%
12
Close
Feb 21, 2026
Amazon
7.42%
▲ 49.84%
52
Buy
Feb 06, 2026
Microsoft
8.81%
▲ 24.27%
40
Buy
Feb 05, 2026
Mercadolibre
8.09%
▲ 35.82%
57
Buy
Nov 20, 2025
Nvidia
13.95%
▲ 52.11%
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
▲ 29.41%
2
Close
May 30, 2025
Meta Platforms
3.16%
▲ 8.08%
52
Sell
May 02, 2025
TSMC
8%
▲ 78.78%
17
Sell
May 02, 2025
NNN REIT
▲ 1.72%
2
Close
Apr 01, 2025
Pfizer
▲ 2.53%
7
Close
Feb 13, 2025
Schwab US Dividend Equity ETF
▲ 1.25%
10
Close
Feb 13, 2025