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Portfolio #1 - New Portfolio

Portfolio #1
Individual Investor
Ranked #435,467 out of 813,701 TipRanks' Investors
Success Rate
32%
176 out of 559
profitable transactions
Average Return
30.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.08%
6-Month Return▲ 39.91%
12-Month Return▲ 51.25%
YTD Return▲ 47.44%
Total Return▲ 300.91%

Best Trade

Opened at
Closed at-
Gain▲ 6867.18%

Bio

General portfolio. I have a private one which I am more active in

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 4.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.90%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.77%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 18.01%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 12.34%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.43%
▼ 12.86%▼ 1.27%▼ 6.01%
▼ 1.80%▼ 5.57%▼ 9.15%
▲ 1.84%▼ 0.87%▲ 6.37%
▲ 12.20%▲ 6.28%▲ 4.90%
▲ 6.24%▲ 5.14%▲ 11.77%
▲ 27.89%▲ 2.30%▲ 18.01%
▲ 6.85%▲ 1.80%▲ 12.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ibotta, Inc. Class A
0%
▲ 2.07%
1
Open
Aug 14, 2025
Sierra Metals
▼ 72.38%
2
Close
Aug 06, 2025
SAGE Therapeutics
▼ 78.23%
4
Close
Jul 30, 2025
Blueprint Medicines
▲ 56.37%
2
Close
Jul 17, 2025
Kineta
▼ 99.92%
2
Close
Jun 30, 2025
Inozyme Pharma
▼ 17.70%
2
Close
Jun 30, 2025
TuHURA Biosciences
0%
▲ 37.22%
1
Open
Jun 30, 2025
Checkpoint Therapeutics
▼ 81.72%
2
Close
May 29, 2025
DermTech
0%
0.00%
1
Open
May 22, 2025
Ascendant Resources Inc
▼ 70.59%
2
Close
May 21, 2025
Vincerx Pharma Inc
▼ 99.91%
2
Close
Apr 17, 2025
Intra-Cellular Therapies
▲ 79.10%
2
Close
Apr 01, 2025
Marchex
▼ 5.28%
2
Close
Mar 07, 2025
Atricure
0%
▼ 7.25%
1
Open
Feb 18, 2025
Innovid
▼ 23.60%
2
Close
Feb 12, 2025
Softbank
0%
▲ 75.05%
1
Open
Feb 06, 2025
Revance Therapeutics
▼ 84.47%
2
Close
Feb 05, 2025
Adevinta ASA
▼ 8.65%
2
Close
Jan 21, 2025
UnitedHealth
0%
▼ 41.43%
1
Open
Jan 21, 2025
VBI Vaccines
▼ 99.99%
2
Close
Jan 13, 2025