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New Portfolio - New Portfolio

standingroomonly

New Portfolio
Individual Investor
Ranked #285,229 out of 821,453 TipRanks' Investors
Success Rate
55%
113 out of 206
profitable transactions
Average Return
16.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.55%
6-Month Return▲ 35.83%
12-Month Return▲ 38.16%
YTD Return▲ 14.44%
Total Return▲ 110.09%

Best Trade

Opened at
Closed at-
Gain▲ 480.17%

Bio

this is it

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.71%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.49%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.70%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.45%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.48%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.84%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 2.54%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.71%
▲ 0.80%▼ 0.87%▼ 6.49%
▲ 11.63%▲ 6.28%▲ 7.70%
▲ 9.25%▲ 5.14%▲ 8.45%
▲ 7.60%▲ 2.30%▲ 3.48%
▲ 2.76%▲ 2.05%▲ 0.79%
▲ 12.88%▲ 3.56%▲ 0.84%
▲ 1.27%▲ 0.45%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Lab USA
0%
▲ 233.32%
8
Sell
Jul 18, 2025
Joby Aviation
7.13%
▲ 2.70%
1
Open
Jul 18, 2025
Energy Transfer
54.17%
▲ 74.82%
22
Buy
Jul 11, 2025
D-Wave Quantum
5.11%
▲ 48.93%
4
Sell
Jul 11, 2025
AST SpaceMobile
10.58%
▲ 79.93%
4
Sell
Jul 11, 2025
Transocean
0.66%
▲ 26.69%
1
Open
May 15, 2025
Amazon
▲ 2.05%
6
Close
Mar 08, 2025
Lucky Strike Entertainment
▲ 56.05%
3
Close
Feb 10, 2025
Kinder Morgan
▼ 2.24%
6
Close
Feb 10, 2025
Nvidia
▼ 7.28%
12
Close
Dec 20, 2024
Advanced Micro Devices
▼ 18.11%
2
Close
Oct 16, 2024
Alphabet Class C
▼ 11.28%
2
Close
Oct 16, 2024
SoundHound AI, Inc Class A
▼ 31.67%
2
Close
Jul 13, 2024
Carnival
▲ 14.86%
10
Close
Mar 17, 2024
Tesla
▼ 40.75%
2
Close
Mar 17, 2024
Fidelity High Dividend ETF
6.6%
▲ 38.26%
1
Open
Jan 20, 2024
Wells Fargo
8.85%
▲ 91.86%
8
Buy
Jan 07, 2024
Apple
▲ 2.84%
8
Close
Jan 07, 2024
Pennantpark $
▲ 1.31%
13
Close
Jul 18, 2023
Ares Commercial
▼ 3.78%
11
Close
Jul 18, 2023