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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #234,098 out of 821,666 TipRanks' Investors
Success Rate
57%
573 out of 1001
profitable transactions
Average Return
19.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.72%
6-Month Return▲ 53.11%
12-Month Return▲ 37.86%
YTD Return▲ 34.88%
Total Return▲ 124.55%

Best Trade

Opened at
Closed at-
Gain▲ 374.14%

Bio

Long term plan

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.47%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 5.10%
Apr 2025
▲ 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
▲ 1.27%
▲ 0.82%
▼ 0.14%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.47%
▲ 0.80%▼ 0.87%▲ 5.10%
▲ 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%
▲ 1.27%▲ 0.82%▼ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
13.36%
▲ 55.41%
62
Sell
Sep 12, 2025
ASML Holding
3.53%
▲ 36.11%
31
Sell
Sep 12, 2025
UnitedHealth
▲ 19.76%
4
Close
Sep 12, 2025
American Eagle
▼ 0.45%
2
Close
Aug 27, 2025
Advanced Micro Devices
▲ 11.02%
57
Close
Jul 29, 2025
EPR Properties
▲ 29.42%
2
Close
May 30, 2025
Meta Platforms
4.24%
▲ 16.15%
52
Sell
May 02, 2025
TSMC
7.68%
▲ 62.24%
17
Sell
May 02, 2025
Mercadolibre
8.67%
▲ 68.87%
54
Sell
Apr 23, 2025
NNN REIT
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
6.55%
▲ 58.51%
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
▲ 1.13%
6
Close
Feb 13, 2025
Celsius Holdings
▼ 25.97%
2
Close
Feb 13, 2025
Simon Property
9.76%
▲ 82.53%
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
3.23%
▲ 148.61%
11
Sell
Sep 05, 2024