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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #15,898 out of 818,587 TipRanks' Investors
Success Rate
75%
387 out of 513
profitable transactions
Average Return
66.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.58%
6-Month Return▲ 16.63%
12-Month Return▲ 22.68%
YTD Return▲ 19.48%
Total Return▲ 116.12%

Best Trade

Opened at
Closed at-
Gain▲ 1289.81%

Bio

my main investment

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.96%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 2.04%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 1.49%
▼ 1.80%▼ 5.57%▼ 2.96%
▲ 1.84%▼ 0.87%▼ 1.12%
▲ 12.20%▲ 6.28%▲ 5.13%
▲ 6.24%▲ 5.14%▲ 5.32%
▲ 27.91%▲ 2.30%▲ 1.62%
▲ 4.87%▲ 2.05%▲ 2.84%
▲ 8.78%▲ 2.32%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Beam Therapeutics
0.06%
▲ 6.31%
1
Open
Sep 11, 2025
International Business Machines
8.22%
▲ 94.43%
26
Buy
Aug 20, 2025
Celsius Holdings
0.65%
▲ 46.10%
2
Buy
Aug 20, 2025
Sapiens
▲ 44.14%
2
Close
Aug 18, 2025
Hess Midstream Partners
0.83%
▼ 2.84%
1
Open
Jul 29, 2025
SPDR S&P 500 ETF Trust
8.52%
▲ 19.50%
19
Buy
Jul 14, 2025
TSMC
2.3%
▲ 135.45%
7
Buy
Feb 27, 2025
Amdocs
▲ 9.53%
3
Close
Feb 26, 2025
Walgreens Boots Alliance
▼ 17.14%
6
Close
Feb 13, 2025
iShares Russell 2000 ETF
▲ 4.27%
2
Close
Feb 11, 2025
Nvidia
24.81%
▲ 927.25%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.15%
▲ 1.63%
3
Buy
Dec 23, 2024
Pfizer
1.11%
▼ 5.83%
6
Buy
Dec 12, 2024
Verizon
0.93%
▲ 19.45%
18
Buy
Dec 02, 2024
AbbVie
1.75%
▲ 51.89%
9
Buy
Nov 11, 2024
3M
1.44%
▲ 71.95%
6
Buy
Nov 05, 2024
Coca-Cola
0.47%
▲ 6.08%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
0.85%
▲ 17.02%
6
Buy
Nov 05, 2024
Chevron
4.53%
▲ 36.67%
20
Buy
Sep 09, 2024
Amcor
0.11%
▼ 9.69%
2
Buy
Sep 09, 2024