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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #17,764 out of 852,569 TipRanks' Investors
Success Rate
76%
408 out of 538
profitable transactions
Average Return
69.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return▲ 11.89%
12-Month Return▲ 22.24%
YTD Return▲ 3.74%
Total Return▲ 131.47%

Best Trade

Opened at
Closed at-
Gain▲ 1284.33%

Bio

my main investment

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 0.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.40%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.96%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 0.21%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 1.62%
▲ 2.76%▲ 2.05%▲ 2.84%
▲ 12.88%▲ 3.56%▲ 4.31%
▲ 10.96%▲ 2.38%▲ 1.02%
▼ 3.58%▲ 0.19%▲ 0.37%
▼ 0.10%▲ 0.08%▼ 0.40%
▲ 4.06%▲ 1.47%▲ 3.96%
▼ 5.01%▼ 2.07%▼ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Business Machines
10.9%
▲ 110.91%
28
Buy
Jan 20, 2026
Coca-Cola
1.09%
▲ 13.84%
15
Buy
Jan 20, 2026
SPDR S&P 500 ETF Trust
8.77%
▲ 21.99%
21
Buy
Jan 20, 2026
Realty Income
8.63%
▲ 23.42%
34
Buy
Jan 14, 2026
Kenvue, Inc.
▼ 18.44%
2
Close
Jan 14, 2026
Walmart
0.47%
▲ 63.03%
4
Buy
Dec 29, 2025
Celsius Holdings
1.2%
▲ 11.69%
4
Buy
Nov 06, 2025
Exodus Movement, Inc. Class A
0.26%
▼ 61.41%
2
Buy
Oct 27, 2025
AC Immune SA
0.12%
▼ 14.76%
1
Open
Oct 27, 2025
Microsoft
6%
▲ 61.92%
28
Buy
Oct 09, 2025
Procter & Gamble
0.22%
▼ 2.14%
4
Open
Oct 09, 2025
Air Products and Chemicals
1.04%
▲ 23.37%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.62%
▲ 50.66%
6
Buy
Oct 09, 2025
AbbVie
2%
▲ 48.90%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
1%
▲ 22.01%
7
Buy
Oct 09, 2025
Pfizer
1.54%
▲ 9.26%
7
Buy
Oct 09, 2025
Amcor
0.25%
▲ 12.80%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.53%
▲ 12.00%
3
Buy
Oct 09, 2025
Colgate-Palmolive
0.13%
▲ 22.84%
1
Open
Oct 09, 2025
Protara Therapeutics
0.18%
▲ 19.61%
1
Open
Oct 09, 2025