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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,557 out of 841,213 TipRanks' Investors
Success Rate
75%
398 out of 534
profitable transactions
Average Return
70.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.42%
6-Month Return▲ 10.41%
12-Month Return▲ 25.20%
YTD Return▲ 1.36%
Total Return▲ 126.14%

Best Trade

Opened at
Closed at-
Gain▲ 1370.56%

Bio

my main investment

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.02%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.48%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.52%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 1.36%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 2.84%
▲ 12.88%▲ 3.56%▲ 4.31%
▲ 10.96%▲ 2.38%▲ 1.02%
▼ 3.57%▲ 0.19%▲ 0.48%
▼ 0.10%▲ 0.08%▼ 0.52%
▲ 1.08%▲ 1.11%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
0.41%
▲ 44.02%
4
Buy
Dec 29, 2025
SPDR S&P 500 ETF Trust
8.64%
▲ 23.97%
20
Buy
Dec 15, 2025
Celsius Holdings
1.27%
▲ 16.18%
4
Buy
Nov 06, 2025
Exodus Movement, Inc. Class A
0.43%
▼ 42.04%
2
Buy
Oct 27, 2025
AC Immune SA
0.14%
▼ 4.18%
1
Open
Oct 27, 2025
Microsoft
7.22%
▲ 86.91%
28
Buy
Oct 09, 2025
International Business Machines
11.22%
▲ 125.21%
27
Buy
Oct 09, 2025
Procter & Gamble
0.19%
▼ 5.81%
4
Open
Oct 09, 2025
Coca-Cola
0.93%
▲ 8.30%
14
Buy
Oct 09, 2025
Air Products and Chemicals
0.95%
▲ 12.45%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.53%
▲ 32.21%
6
Buy
Oct 09, 2025
AbbVie
2.02%
▲ 52.49%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
0.99%
▲ 19.29%
7
Buy
Oct 09, 2025
Pfizer
1.46%
▲ 1.48%
7
Buy
Oct 09, 2025
Amcor
0.23%
▲ 0.70%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.59%
▲ 16.36%
3
Buy
Oct 09, 2025
Colgate-Palmolive
0.11%
▲ 4.63%
1
Open
Oct 09, 2025
Protara Therapeutics
0.15%
0.00%
1
Open
Oct 09, 2025
Nvidia
17.45%
▲ 986.98%
24
Sell
Sep 30, 2025
Sapiens
▲ 44.14%
2
Close
Aug 18, 2025