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Shumer-1 - New Portfolio

Mikki Shumer

Shumer-1
Individual Investor
Ranked #84,867 out of 808,344 TipRanks' Investors
Success Rate
69%
257 out of 373
profitable transactions
Average Return
16.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.94%
6-Month Return▲ 10.55%
12-Month Return▲ 27.28%
YTD Return▲ 14.40%
Total Return▲ 33.52%

Best Trade

Opened at
Closed at-
Gain▲ 776.06%

Bio

This is my first portfolio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.99%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 1.39%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.61%
▲ 6.03%▲ 2.69%▲ 8.03%
▼ 12.86%▼ 1.27%▼ 3.19%
▼ 1.80%▼ 5.57%▼ 6.99%
▲ 1.84%▼ 0.87%▲ 0.14%
▲ 12.20%▲ 6.28%▲ 8.51%
▲ 6.24%▲ 5.14%▲ 6.74%
▲ 13.92%▲ 0.69%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Redfin
▼ 51.05%
2
Close
Jun 30, 2025
Rocket Companies
0.02%
▼ 6.14%
1
Open
Jun 30, 2025
Matterport
▼ 20.21%
6
Close
Feb 27, 2025
CoStar Group
0.33%
▲ 9.95%
3
Open
Feb 27, 2025
Invitae
▼ 99.95%
2
Close
Jul 08, 2024
Everbridge
▲ 60.70%
2
Close
Jul 01, 2024
New Relic
▲ 11.20%
2
Close
Nov 07, 2023
British American Tobacco
2.29%
▲ 59.06%
6
Buy
Oct 24, 2023
Walgreens Boots Alliance
1.02%
▼ 41.50%
8
Buy
Oct 24, 2023
Everest Group
1.47%
▲ 9.96%
5
Sell
Oct 12, 2023
Blackstone Group
▲ 19.44%
6
Close
Sep 19, 2023
Jefferies
▲ 16.74%
6
Close
Sep 19, 2023
Gray Television
0.24%
▼ 14.36%
1
Open
Sep 06, 2023
Sinclair Broadcast
0.67%
▲ 65.86%
1
Open
Sep 06, 2023
Royal Bank Of Canada
1.45%
▲ 37.37%
3
Open
Aug 23, 2023
AT&T
5.77%
▲ 89.78%
10
Buy
Aug 21, 2023
Microsoft
4.5%
▲ 90.19%
9
Buy
Aug 21, 2023
Health Care Select Sector SPDR Fund
1.47%
▲ 2.88%
2
Buy
Aug 21, 2023
Citigroup
1.41%
▲ 129.97%
1
Open
Aug 21, 2023
Block
0.29%
▼ 12.06%
4
Buy
Aug 18, 2023