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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #328,641 out of 804,570 TipRanks' Investors
Success Rate
39%
35 out of 89
profitable transactions
Average Return
27.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.35%
6-Month Return▼ 3.84%
12-Month Return▲ 5.49%
YTD Return▼ 3.29%
Total Return▲ 32.01%

Best Trade

Opened at
Closed at-
Gain▲ 1071.99%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.36%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.31%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.65%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.99%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.72%
May 2025
▲ 4.35%
▲ 1.13%
▼ 1.31%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.36%
▲ 5.10%▼ 2.41%▲ 0.31%
▲ 6.03%▲ 2.69%▲ 3.82%
▼ 12.86%▼ 1.27%▼ 1.58%
▼ 1.80%▼ 5.57%▼ 5.65%
▲ 1.83%▼ 0.87%▼ 1.99%
▲ 12.21%▲ 6.28%▲ 3.72%
▲ 4.35%▲ 1.13%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
21.51%
▲ 1,053.36%
5
Sell
Dec 24, 2024
ARM Holdings PLC ADR
▲ 48.79%
2
Close
Jul 12, 2024
Hermes International
11.12%
▲ 13.39%
5
Buy
May 08, 2023
Global X Lithium & Battery Tech ETF
▼ 11.64%
2
Close
Mar 09, 2023
SPDR S&P 500 ETF Trust
0%
▲ 60.31%
1
Open
Dec 29, 2022
Lam Research
▼ 4.14%
4
Close
Oct 18, 2022
LVMH Moet Hennessy Louis Vuitton SE
0%
▼ 8.34%
5
Open
Aug 15, 2022
Alphabet Class C
7.16%
▲ 33.30%
2
Buy
Jul 13, 2022
Lucid Group
▼ 44.96%
2
Close
May 11, 2022
ASML Holding
▼ 19.34%
2
Close
May 11, 2022
Boeing
6.79%
▲ 24.83%
3
Sell
Mar 04, 2022
Mastercard
9.11%
▲ 62.82%
3
Sell
Mar 04, 2022
Hilton Worldwide Holdings
6.91%
▲ 182.74%
4
Sell
Mar 04, 2022
Southwest Airlines
1.81%
▼ 12.41%
2
Sell
Mar 04, 2022
Salesforce
▼ 12.33%
5
Close
Mar 04, 2022
Airbnb
▼ 7.71%
3
Close
Mar 04, 2022
Zscaler
▼ 12.47%
3
Close
Mar 04, 2022
Adobe
▼ 18.33%
3
Close
Mar 04, 2022
3M
▼ 8.06%
4
Close
Feb 23, 2022
Meta Platforms
▼ 26.35%
4
Close
Feb 23, 2022