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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #5,392 out of 857,307 TipRanks' Investors
Success Rate
88%
58 out of 66
profitable transactions
Average Return
119.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.82%
6-Month Return▲ 5.11%
12-Month Return▲ 31.25%
YTD Return▼ 3.93%
Total Return▲ 219.11%

Best Trade

Opened at
Closed at-
Gain▲ 1165.35%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 7.48%
Aug 2025
▲ 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
▼ 1.18%
▼ 0.86%
▲ 1.30%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 6.80%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 7.48%
▲ 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%
▼ 1.18%▼ 0.86%▲ 1.30%
▲ 1.73%▼ 5.20%▼ 6.80%

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%
▼ 11.54%
1
Open
Sep 09, 2024
iShares Core S&P 500 ETF
0%
▲ 31.87%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▲ 31.86%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.94%
1
Open
Apr 24, 2023
Johnson & Johnson
3.27%
▲ 68.28%
3
Sell
Dec 12, 2022
JPMorgan Chase
3.98%
▲ 165.10%
3
Sell
Dec 12, 2022
Citigroup
1.52%
▲ 141.15%
3
Sell
Dec 12, 2022
Delta Air Lines
0.88%
▲ 80.91%
3
Sell
Dec 12, 2022
Bank of America
1.31%
▲ 91.66%
5
Sell
Dec 12, 2022
Wells Fargo
1.08%
▲ 148.78%
3
Sell
Dec 12, 2022
Goldman Sachs Group
11.31%
▲ 240.53%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.5%
▲ 135.27%
4
Sell
Dec 12, 2022
Alcoa
0.78%
▲ 246.81%
4
Sell
Dec 12, 2022
Morgan Stanley
2.24%
▲ 177.92%
3
Sell
Dec 12, 2022
PayPal Holdings
0.61%
▼ 76.44%
3
Sell
Dec 12, 2022
Rio Tinto
1.16%
▲ 81.67%
3
Sell
Dec 12, 2022
International Business Machines
3.36%
▲ 131.58%
3
Sell
Dec 12, 2022
Halliburton
0.51%
▲ 128.98%
3
Sell
Dec 12, 2022
Procter & Gamble
2%
▲ 8.35%
3
Sell
Dec 12, 2022