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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #16,054 out of 809,057 TipRanks' Investors
Success Rate
74%
375 out of 509
profitable transactions
Average Return
62.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.25%
6-Month Return▲ 10.29%
12-Month Return▲ 21.43%
YTD Return▲ 13.49%
Total Return▲ 105.30%

Best Trade

Opened at
Closed at-
Gain▲ 1270.07%

Bio

my main investment

Performance

16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 3.00%
Dec 2024
▲ 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
▲ 16.05%
▲ 1.57%
▲ 1.30%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.00%
▲ 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%
▲ 16.05%▲ 1.57%▲ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sapiens
0.05%
▲ 1.49%
1
Open
Jul 15, 2025
SPDR S&P 500 ETF Trust
8.61%
▲ 13.63%
19
Buy
Jul 14, 2025
Celsius Holdings
0.4%
▲ 63.17%
1
Open
Mar 10, 2025
TSMC
2.25%
▲ 115.44%
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
25.99%
▲ 912.69%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.22%
▲ 22.98%
3
Buy
Dec 23, 2024
Pfizer
1.21%
▼ 5.22%
6
Buy
Dec 12, 2024
Verizon
0.92%
▲ 11.53%
18
Buy
Dec 02, 2024
AbbVie
1.63%
▲ 32.93%
9
Buy
Nov 11, 2024
3M
1.5%
▲ 67.58%
6
Buy
Nov 05, 2024
International Business Machines
8.84%
▲ 118.27%
25
Buy
Nov 05, 2024
Coca-Cola
0.53%
▲ 8.19%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
0.91%
▲ 15.93%
6
Buy
Nov 05, 2024
Chevron
4.52%
▲ 27.12%
20
Buy
Sep 09, 2024
Amcor
0.13%
▲ 1.13%
2
Buy
Sep 09, 2024
Walmart
0.3%
▲ 32.68%
3
Buy
Sep 03, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024