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New Portfolio - New Portfolio
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New PortfolioIndividual Investor
Ranked #259,521 out of 807,765 TipRanks' Investors
Success Rate
110 out of 204
profitable transactions
profitable transactions
Average Return
14.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.65%
6-Month Return▲ 1.27%
12-Month Return▲ 26.32%
YTD Return▲ 5.25%
Total Return▲ 93.22%
Best Trade
Bio
this is it
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.87%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.50%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.45%
Jun 2025
▲ 12.56%
▲ 0.93%
▼ 0.81%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.87%
▲ 6.03%▲ 2.69%▲ 7.22%
▼ 12.86%▼ 1.27%▼ 3.91%
▼ 1.80%▼ 5.57%▼ 5.71%
▲ 1.84%▼ 0.87%▼ 6.50%
▲ 12.20%▲ 6.28%▲ 7.70%
▲ 6.24%▲ 5.14%▲ 8.45%
▲ 12.56%▲ 0.93%▼ 0.81%
Recent Activity
Energy Transfer
59.82%
▲ 82.02%
22
Buy
Jul 11, 2025
Rocket Lab USA
6.48%
▲ 131.65%
7
Sell
Jul 11, 2025
D-Wave Quantum
2.46%
▼ 10.83%
4
Sell
Jul 11, 2025
AST SpaceMobile
7.56%
▲ 21.03%
4
Sell
Jul 11, 2025
Transocean
0.59%
▲ 7.14%
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
6.66%
▲ 30.46%
1
Open
Jan 20, 2024
Wells Fargo
9.62%
▲ 95.19%
8
Buy
Jan 07, 2024
Apple
―
▲ 2.84%
8
Close
Jan 07, 2024
Pennantpark $
―
▲ 1.30%
13
Close
Jul 18, 2023
Ares Commercial
―
▼ 3.77%
11
Close
Jul 18, 2023
Conocophillips
―
▲ 55.10%
11
Close
Jul 18, 2023