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New Portfolio - New Portfolio

scott

New Portfolio
Individual Investor
Ranked #81,775 out of 803,748 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
55.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.87%
6-Month Return▲ 13.08%
12-Month Return▲ 31.01%
YTD Return▲ 11.32%
Total Return▲ 72.31%

Best Trade

Opened at
Closed at-
Gain▲ 794.71%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.37%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.22%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.14%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.88%
May 2025
▲ 3.57%
▲ 1.29%
▲ 1.72%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.37%
▲ 5.10%▼ 2.41%▼ 2.22%
▲ 6.03%▲ 2.69%▲ 7.34%
▼ 12.86%▼ 1.27%▲ 6.19%
▼ 1.80%▼ 5.57%▼ 3.14%
▲ 1.83%▼ 0.87%▼ 3.65%
▲ 12.21%▲ 6.28%▲ 2.88%
▲ 3.57%▲ 1.29%▲ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
36.21%
▲ 50.39%
4
Buy
Feb 17, 2025
PennyMac Financial
14.78%
▲ 22.26%
2
Buy
Feb 17, 2025
Spotify
22.83%
▲ 772.81%
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
0.12%
▲ 5.89%
1
Open
Mar 07, 2024
Nio
▲ 15.68%
5
Close
Dec 17, 2023
Philip Morris
▲ 5.11%
2
Close
Dec 17, 2023
Energy Transfer
23.53%
▲ 170.32%
3
Buy
Feb 14, 2023
Oaktree Specialty Lending
1.84%
▲ 0.83%
3
Buy
Feb 14, 2023
Ally Financial
▼ 29.11%
3
Close
Feb 14, 2023
Trinity Capital
0.65%
▲ 62.89%
5
Buy
Sep 02, 2022
Intel
▼ 37.87%
2
Close
Sep 02, 2022
Saratoga Investment
0.03%
▲ 41.73%
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