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New Portfolio - New Portfolio

PerformancePortfolio Details

Mitchell Wilk

New Portfolio
Individual Investor
Ranked #176,097 out of 858,885 TipRanks' Investors
Success Rate
57%
51 out of 90
profitable transactions
Average Return
30.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.21%
6-Month Return▼ 4.55%
12-Month Return▲ 81.24%
YTD Return▼ 3.70%
Total Return▲ 18.10%

Best Trade

AssetCredo Techn... (CRDO)
Opened at
Closed at-
Gain▲ 1077.07%

Bio

New Guy

Performance

39.20%0-39.20%
▲ 12.88%
▲ 3.56%
▲ 39.20%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.40%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.69%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.92%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.48%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.51%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.58%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 39.20%
▲ 10.96%▲ 2.38%▲ 0.40%
▼ 3.68%▲ 0.19%▼ 4.69%
▼ 0.10%▲ 0.08%▲ 2.92%
▲ 4.06%▲ 1.47%▼ 0.48%
▼ 1.12%▼ 0.86%▼ 0.24%
▲ 0.60%▼ 4.94%▼ 4.51%
▲ 4.89%▲ 4.48%▲ 1.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MTTR
Matterport
―
▼ 69.05%
3
Close
Feb 27, 2025
CSGP
CoStar Group
0.02%
▼ 50.94%
1
Open
Feb 27, 2025
VLTA
Volta
―
▼ 86.45%
2
Close
Mar 31, 2023
USER
UserTesting
―
▲ 53.06%
2
Close
Jan 12, 2023
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
3.08%
▲ 37.26%
3
Buy
May 26, 2022
ZNGA
Zynga
―
▲ 30.70%
3
Close
May 26, 2022
VXF
Vanguard Extended Market ETF
―
▼ 20.29%
3
Close
May 26, 2022
TSNDF
TerrAscend Corp
0.15%
▼ 86.58%
2
Buy
May 26, 2022
XLE
Energy Select Sector SPDR Fund
9.97%
▲ 99.19%
3
Buy
May 26, 2022
TRVLX
T. Rowe Price Value Fund, Inc.
1.74%
▲ 9.21%
3
Sell
May 26, 2022
BDRBF
Bombardier
1.23%
▲ 569.48%
2
Buy
May 26, 2022
CVS
CVS Health
―
▼ 5.14%
2
Close
May 26, 2022
DNA
Ginkgo Bioworks Holdings
0.02%
▼ 95.93%
2
Buy
May 26, 2022
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
1.23%
▲ 23.53%
3
Buy
May 26, 2022
VYM
Vanguard High Dividend Yield Index ETF
1.54%
▲ 52.58%
3
Buy
May 26, 2022
OAKMX
Oakmark Fund Investor Class
2.03%
▲ 45.89%
3
Buy
May 26, 2022
VIOV
Vanguard S&P Small-Cap 600 Value ETF
3.04%
▲ 28.39%
3
Buy
May 26, 2022
PRGFX
T. Rowe Price Growth Stock Fd
1.26%
▼ 1.97%
3
Sell
May 26, 2022
VTI
Vanguard Total Stock Market ETF
5.78%
▲ 57.37%
3
Buy
May 26, 2022
VEU
Vanguard FTSE All-World ex-US Index Fund
1.72%
▲ 53.43%
3
Buy
May 26, 2022