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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #109,773 out of 815,981 TipRanks' Investors
Success Rate
65%
40 out of 62
profitable transactions
Average Return
37.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.14%
6-Month Return▲ 16.13%
12-Month Return▲ 33.05%
YTD Return▲ 22.46%
Total Return▲ 149.96%

Best Trade

Opened at
Closed at-
Gain▲ 269.20%

Bio

this is the stock part of my portfolio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.55%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.23%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.56%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.42%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 6.06%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▲ 0.66%
▼ 1.80%▼ 5.57%▼ 8.28%
▲ 1.84%▼ 0.87%▼ 2.55%
▲ 12.20%▲ 6.28%▲ 4.23%
▲ 6.24%▲ 5.14%▲ 12.56%
▲ 27.87%▲ 2.30%▲ 4.42%
▲ 7.88%▲ 2.05%▲ 6.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Logan Ridge Finance
▼ 3.83%
2
Close
Jul 14, 2025
BCP Investment Corporation
1.54%
▲ 1.28%
1
Open
Jul 14, 2025
Velodyne Lidar
▼ 91.17%
2
Close
Feb 10, 2023
Ouster
0.78%
▲ 86.48%
1
Open
Feb 10, 2023
Pershing Square Tontine Holdings
▼ 19.76%
2
Close
Jul 25, 2022
Gilat
3.94%
▲ 25.97%
1
Open
Dec 17, 2021
Avalon Advanced Materials
0.13%
▼ 62.50%
1
Open
Dec 17, 2021
International Business Machines
▲ 12.57%
3
Close
Dec 17, 2021
Biogen
▼ 12.90%
3
Close
Dec 17, 2021
Rio Tinto
▼ 12.56%
2
Close
Dec 17, 2021
Nuveen Credit Strategies Income Fund
▲ 0.74%
2
Close
Dec 17, 2021
Airbnb
▼ 12.03%
2
Close
Dec 17, 2021
Xerox
▼ 16.63%
2
Close
Dec 17, 2021
Goldman Sachs BDC
▼ 0.94%
2
Close
Dec 17, 2021
LyondellBasell
▼ 9.82%
2
Close
Dec 17, 2021
AGNC Investment
▼ 3.67%
2
Close
Dec 17, 2021
Skillz
▼ 28.68%
2
Close
Dec 17, 2021
Guggenheim Strategic Opportunities Fund
▼ 2.99%
2
Close
Dec 17, 2021
Brightstar Lottery
0.7%
▲ 229.52%
3
Sell
Nov 30, 2021
Enterprise Products Partners
20.01%
▲ 141.57%
4
Buy
Nov 16, 2021