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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #183,270 out of 801,562 TipRanks' Investors
Success Rate
56%
557 out of 999
profitable transactions
Average Return
15.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.61%
6-Month Return▲ 10.98%
12-Month Return▲ 28.15%
YTD Return▲ 15.20%
Total Return▲ 91.79%

Best Trade

Opened at
Closed at-
Gain▲ 338.63%

Bio

Long term plan

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.36%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.66%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.47%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 5.10%
Apr 2025
▲ 11.10%
▲ 6.40%
▲ 12.61%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.42%
▲ 25.97%▲ 5.96%▲ 5.36%
▲ 5.42%▼ 2.41%▼ 3.66%
▲ 6.01%▲ 2.69%▲ 6.71%
▼ 12.86%▼ 1.27%▼ 2.47%
▼ 1.80%▼ 5.57%▼ 6.47%
▲ 1.76%▼ 0.87%▲ 5.10%
▲ 11.10%▲ 6.40%▲ 12.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
8.51%
▲ 16.74%
30
Buy
May 21, 2025
Meta Platforms
3.67%
▲ 12.03%
52
Sell
May 02, 2025
TSMC
4.81%
▲ 16.08%
17
Sell
May 02, 2025
Mercadolibre
9.83%
▲ 95.63%
54
Sell
Apr 23, 2025
Nvidia
13.02%
▲ 43.64%
61
Buy
Apr 10, 2025
National Retail Properties
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
5.85%
▲ 48.95%
51
Sell
Mar 20, 2025
Advanced Micro Devices
7.24%
▼ 6.34%
55
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
8.54%
▲ 65.36%
14
Buy
Dec 10, 2024
EPR Properties
▲ 27.73%
1
Open
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
2.55%
▲ 106.66%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024