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New Portfolio - New Portfolio

scott

New Portfolio
Individual Investor
Ranked #163,054 out of 826,206 TipRanks' Investors
Success Rate
60%
25 out of 42
profitable transactions
Average Return
53.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.08%
6-Month Return▲ 7.98%
12-Month Return▲ 22.10%
YTD Return▲ 12.89%
Total Return▲ 74.73%

Best Trade

Opened at
Closed at-
Gain▲ 724.82%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.15%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.27%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.16%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.94%
Sep 2025
▲ 10.09%
▲ 2.05%
▼ 3.02%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.15%
▲ 0.80%▼ 0.87%▼ 3.65%
▲ 11.63%▲ 6.28%▲ 2.87%
▲ 9.25%▲ 5.14%▲ 3.27%
▲ 7.60%▲ 2.30%▼ 2.05%
▲ 2.76%▲ 2.05%▲ 6.16%
▲ 12.88%▲ 3.56%▼ 0.94%
▲ 10.09%▲ 2.05%▼ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
0%
▲ 82.25%
6
Sell
Jun 28, 2025
AT&T
33.2%
▲ 34.79%
4
Buy
Feb 17, 2025
PennyMac Financial
20.25%
▲ 60.90%
2
Buy
Feb 17, 2025
Spotify
21.97%
▲ 704.63%
4
Sell
Feb 17, 2025
Polestar Automotive Holding UK
▼ 24.83%
2
Close
Feb 17, 2025
Lululemon Athletica
▼ 33.80%
2
Close
Sep 10, 2024
Starbucks
0.11%
▼ 7.57%
1
Open
Mar 07, 2024
Nio
▲ 15.68%
5
Close
Dec 17, 2023
Philip Morris
▲ 5.11%
2
Close
Dec 17, 2023
Energy Transfer
22.57%
▲ 153.08%
3
Buy
Feb 14, 2023
Oaktree Specialty Lending
1.87%
▲ 3.91%
3
Buy
Feb 14, 2023
Ally Financial
▼ 29.11%
3
Close
Feb 14, 2023
Intel
▼ 37.87%
2
Close
Sep 02, 2022
Saratoga Investment
0.03%
▲ 37.41%
1
Open
Jan 24, 2022
Teladoc
▼ 58.81%
4
Close
Jan 24, 2022
Advanced Micro Devices
▲ 40.80%
2
Close
Jan 24, 2022
Tesla
▼ 4.84%
2
Close
Nov 08, 2021
GE Aerospace
▲ 2.69%
3
Close
Nov 05, 2021
Orsted
▲ 3.79%
3
Close
Sep 02, 2021
NGL Energy Partners
▼ 29.77%
3
Close
Aug 12, 2021