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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #4,990 out of 858,896 TipRanks' Investors
Success Rate
88%
58 out of 66
profitable transactions
Average Return
142.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.35%
6-Month Return▲ 13.83%
12-Month Return▲ 53.11%
YTD Return▲ 2.56%
Total Return▲ 240.67%

Best Trade

Opened at
Closed at-
Gain▲ 1476.38%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.89%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.76%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.28%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.90%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.49%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.28%
▲ 10.96%▲ 2.38%▲ 2.21%
▼ 3.68%▲ 0.19%▲ 3.36%
▼ 0.10%▲ 0.08%▲ 2.89%
▲ 4.06%▲ 1.47%▲ 1.76%
▼ 1.12%▼ 0.86%▲ 1.28%
▲ 0.60%▼ 4.94%▼ 2.90%
▲ 4.89%▲ 4.48%▲ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Liberty Media Liberty SiriusXM
▼ 36.86%
4
Close
Sep 09, 2024
Sirius XM Holdings
0.26%
▼ 4.67%
1
Open
Sep 09, 2024
iShares Core S&P 500 ETF
0%
▲ 38.21%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▲ 38.18%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.94%
1
Open
Apr 24, 2023
Johnson & Johnson
3.15%
▲ 70.48%
3
Sell
Dec 12, 2022
JPMorgan Chase
4.09%
▲ 188.14%
3
Sell
Dec 12, 2022
Citigroup
1.64%
▲ 173.89%
3
Sell
Dec 12, 2022
Delta Air Lines
0.89%
▲ 93.40%
3
Sell
Dec 12, 2022
Bank of America
1.39%
▲ 113.53%
5
Sell
Dec 12, 2022
Wells Fargo
1.13%
▲ 173.79%
3
Sell
Dec 12, 2022
Goldman Sachs Group
11.98%
▲ 279.99%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.54%
▲ 152.14%
4
Sell
Dec 12, 2022
Alcoa
0.96%
▲ 348.67%
4
Sell
Dec 12, 2022
Morgan Stanley
2.34%
▲ 205.75%
3
Sell
Dec 12, 2022
PayPal Holdings
0.6%
▼ 75.78%
3
Sell
Dec 12, 2022
Rio Tinto
1.3%
▲ 114.68%
3
Sell
Dec 12, 2022
International Business Machines
3.04%
▲ 121.03%
3
Sell
Dec 12, 2022
Halliburton
0.5%
▲ 135.62%
3
Sell
Dec 12, 2022
Procter & Gamble
1.92%
▲ 9.01%
3
Sell
Dec 12, 2022