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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #272,623 out of 814,913 TipRanks' Investors
Success Rate
54%
112 out of 206
profitable transactions
Average Return
14.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.74%
6-Month Return▲ 5.53%
12-Month Return▲ 31.25%
YTD Return▲ 8.17%
Total Return▲ 98.58%

Best Trade

Opened at
Closed at-
Gain▲ 358.47%

Bio

this is it

Performance

27.88%0-27.88%
▲ 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%
▼ 6.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.45%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 3.48%
Jul 2025
▲ 4.93%
▲ 2.09%
▼ 1.48%
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%▼ 6.49%
▲ 12.20%▲ 6.28%▲ 7.70%
▲ 6.24%▲ 5.14%▲ 8.45%
▲ 27.88%▲ 2.30%▲ 3.48%
▲ 4.93%▲ 2.09%▼ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Lab USA
0%
▲ 163.40%
8
Sell
Jul 18, 2025
Joby Aviation
6.18%
▼ 15.92%
1
Open
Jul 18, 2025
Energy Transfer
59.75%
▲ 82.21%
22
Buy
Jul 11, 2025
D-Wave Quantum
2.57%
▼ 8.39%
4
Sell
Jul 11, 2025
AST SpaceMobile
7.78%
▲ 24.99%
4
Sell
Jul 11, 2025
Transocean
0.63%
▲ 14.29%
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
6.9%
▲ 35.61%
1
Open
Jan 20, 2024
Wells Fargo
9.18%
▲ 88.13%
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