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New Portfolio - New Portfolio

standingroomonly

New Portfolio
Individual Investor
Ranked #242,721 out of 811,435 TipRanks' Investors
Success Rate
54%
112 out of 206
profitable transactions
Average Return
14.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▼ 0.64%
12-Month Return▲ 38.65%
YTD Return▲ 7.81%
Total Return▲ 97.92%

Best Trade

Opened at
Closed at-
Gain▲ 362.91%

Bio

this is it

Performance

27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 3.48%
Jul 2025
▼ 4.39%
▼ 1.64%
▼ 1.82%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.86%▲ 2.30%▲ 3.48%
▼ 4.39%▼ 1.64%▼ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Lab USA
0%
▲ 165.96%
8
Sell
Jul 18, 2025
Joby Aviation
6.95%
▼ 3.49%
1
Open
Jul 18, 2025
Energy Transfer
59.5%
▲ 81.66%
22
Buy
Jul 11, 2025
D-Wave Quantum
2.65%
▼ 5.58%
4
Sell
Jul 11, 2025
AST SpaceMobile
8.5%
▲ 39.30%
4
Sell
Jul 11, 2025
Transocean
0.57%
▲ 6.02%
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
6.49%
▲ 30.12%
1
Open
Jan 20, 2024
Wells Fargo
8.85%
▲ 83.91%
8
Buy
Jan 07, 2024
Apple
▲ 2.84%
8
Close
Jan 07, 2024
Pennantpark $
▲ 1.31%
13
Close
Jul 18, 2023
Ares Commercial
▼ 3.77%
11
Close
Jul 18, 2023