Stocks Held - New Portfolio
trellek
Stocks HeldIndividual Investor
Ranked #279,794 out of 858,885 TipRanks' Investors
Success Rate
79 out of 133
profitable transactions
profitable transactions
Average Return
8.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.23%
6-Month Return▲ 12.92%
12-Month Return▲ 30.63%
YTD Return▲ 7.44%
Total Return▲ 101.30%
Best Trade
Bio
This is my individual stock investment portfolio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.16%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.51%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.73%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.46%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.68%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.59%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.85%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.16%
▲ 10.96%▲ 2.38%▼ 1.61%
▼ 3.68%▲ 0.19%▲ 3.51%
▼ 0.10%▲ 0.08%▲ 0.73%
▲ 4.06%▲ 1.47%▲ 3.46%
▼ 1.12%▼ 0.86%▲ 4.68%
▲ 0.60%▼ 4.94%▼ 2.59%
▲ 4.89%▲ 4.48%▲ 1.85%
Recent Activity
Materials Select Sector SPDR Fund
10.98%
▲ 15.37%
5
Buy
May 19, 2025
Real Estate Select Sector SPDR Fund
9.88%
▲ 6.66%
3
Open
Feb 21, 2025
Health Care Select Sector SPDR Fund
9.8%
▲ 8.79%
5
Open
Feb 19, 2025
ACM Research
―
▼ 19.44%
2
Close
Dec 02, 2024
Cenovus Energy
―
▼ 4.95%
4
Close
Oct 27, 2024
Communication Services Select Sector SPDR Fund
23.63%
▲ 18.11%
8
Buy
Oct 18, 2024
Delta Air Lines
―
▲ 4.48%
2
Close
Oct 05, 2024
Consumer Staples Select Sector SPDR Fund
―
▼ 1.82%
4
Close
Oct 05, 2024
Technology Select Sector SPDR Fund
17.3%
▲ 10.78%
7
Open
Sep 19, 2024
McKesson
―
▲ 42.46%
4
Close
Aug 08, 2024
Western Alliance
―
▲ 27.52%
2
Close
Aug 04, 2024
Stellantis
―
▲ 19.59%
2
Close
Jul 25, 2024
Veren
―
▼ 8.65%
2
Close
Jul 25, 2024
Visa
―
▲ 1.04%
4
Close
Jul 24, 2024
Alphabet Class A
―
▲ 78.28%
2
Close
Jul 24, 2024
Oshkosh
―
▲ 15.04%
2
Close
Jun 10, 2024
Diamondback
―
▲ 98.14%
2
Close
Jun 03, 2024
EOG Resources
―
▲ 61.39%
2
Close
May 23, 2024
Consumer Discretionary Select Sector SPDR Fund
―
▲ 1.66%
8
Close
May 23, 2024
Alibaba
―
▼ 12.94%
2
Close
May 23, 2024