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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #12,712 out of 813,692 TipRanks' Investors
Success Rate
77%
391 out of 510
profitable transactions
Average Return
65.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.64%
6-Month Return▲ 9.81%
12-Month Return▲ 22.55%
YTD Return▲ 16.64%
Total Return▲ 110.98%

Best Trade

Opened at
Closed at-
Gain▲ 1333.96%

Bio

my main investment

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 3.92%
Jan 2025
▼ 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
▲ 27.89%
▲ 2.30%
▲ 1.62%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 2.44%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.92%
▼ 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%
▲ 27.89%▲ 2.30%▲ 1.62%
▲ 8.10%▲ 1.80%▲ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hess Midstream Partners
0.89%
▲ 1.60%
1
Open
Jul 29, 2025
Sapiens
0.06%
▲ 44.17%
1
Open
Jul 15, 2025
SPDR S&P 500 ETF Trust
8.54%
▲ 16.51%
19
Buy
Jul 14, 2025
Celsius Holdings
0.5%
▲ 110.43%
1
Open
Mar 10, 2025
TSMC
2.16%
▲ 114.08%
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
26.31%
▲ 959.92%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.17%
▲ 7.56%
3
Buy
Dec 23, 2024
Pfizer
1.2%
▼ 0.95%
6
Buy
Dec 12, 2024
Verizon
0.97%
▲ 20.82%
18
Buy
Dec 02, 2024
AbbVie
1.72%
▲ 45.17%
9
Buy
Nov 11, 2024
3M
1.44%
▲ 66.66%
6
Buy
Nov 05, 2024
International Business Machines
7.17%
▲ 84.27%
25
Buy
Nov 05, 2024
Coca-Cola
0.51%
▲ 8.24%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
0.88%
▲ 16.10%
6
Buy
Nov 05, 2024
Chevron
4.57%
▲ 32.64%
20
Buy
Sep 09, 2024
Amcor
0.11%
▼ 7.46%
2
Buy
Sep 09, 2024
Walmart
0.31%
▲ 39.92%
3
Buy
Sep 03, 2024