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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #205,623 out of 814,370 TipRanks' Investors
Success Rate
57%
571 out of 1001
profitable transactions
Average Return
17.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.53%
6-Month Return▲ 17.37%
12-Month Return▲ 31.23%
YTD Return▲ 27.15%
Total Return▲ 111.68%

Best Trade

Opened at
Closed at-
Gain▲ 300.19%

Bio

Long term plan

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 6.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.47%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.76%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.61%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.87%
Jul 2025
▲ 3.59%
▲ 1.22%
▼ 1.28%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.71%
▼ 12.86%▼ 1.27%▼ 2.47%
▼ 1.80%▼ 5.57%▼ 6.47%
▲ 1.84%▼ 0.87%▲ 5.10%
▲ 12.20%▲ 6.28%▲ 12.76%
▲ 6.24%▲ 5.14%▲ 9.61%
▲ 27.88%▲ 2.30%▲ 1.87%
▲ 3.59%▲ 1.22%▼ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
2.35%
▲ 10.14%
3
Open
Aug 08, 2025
American Eagle
1.95%
▼ 4.89%
1
Open
Aug 04, 2025
Advanced Micro Devices
▲ 11.02%
57
Close
Jul 29, 2025
EPR Properties
▲ 29.42%
2
Close
May 30, 2025
ASML Holding
8.04%
▲ 16.63%
30
Buy
May 21, 2025
Meta Platforms
4.06%
▲ 18.19%
52
Sell
May 02, 2025
TSMC
5.39%
▲ 31.72%
17
Sell
May 02, 2025
Mercadolibre
8.6%
▲ 81.78%
54
Sell
Apr 23, 2025
Nvidia
15.6%
▲ 52.89%
61
Buy
Apr 10, 2025
National Retail Properties
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
6.16%
▲ 62.98%
51
Sell
Mar 20, 2025
Pfizer
▲ 2.52%
7
Close
Feb 13, 2025
Schwab US Dividend Equity ETF
▲ 1.25%
10
Close
Feb 13, 2025
Realty Income
▲ 1.12%
6
Close
Feb 13, 2025
Celsius Holdings
▼ 25.97%
2
Close
Feb 13, 2025
Simon Property
8.69%
▲ 77.07%
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
Zscaler
2.65%
▲ 125.11%
11
Sell
Sep 05, 2024