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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #222,809 out of 818,587 TipRanks' Investors
Success Rate
57%
572 out of 1001
profitable transactions
Average Return
18.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.85%
6-Month Return▲ 30.86%
12-Month Return▲ 36.82%
YTD Return▲ 32.87%
Total Return▲ 121.21%

Best Trade

Opened at
Closed at-
Gain▲ 325.41%

Bio

Long term plan

Performance

27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 1.87%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.02%
Aug 2025
▲ 8.69%
▲ 2.46%
▲ 3.13%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.91%▲ 2.30%▲ 1.87%
▲ 4.87%▲ 2.05%▲ 0.02%
▲ 8.69%▲ 2.46%▲ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
12.89%
▲ 52.70%
62
Sell
Sep 12, 2025
ASML Holding
3.05%
▲ 25.39%
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
4.73%
▲ 19.77%
52
Sell
May 02, 2025
TSMC
6.82%
▲ 44.72%
17
Sell
May 02, 2025
Mercadolibre
9.84%
▲ 85.01%
54
Sell
Apr 23, 2025
NNN REIT
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
7.1%
▲ 66.78%
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
10.12%
▲ 84.55%
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
3.06%
▲ 130.57%
11
Sell
Sep 05, 2024