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my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,981 out of 833,195 TipRanks' Investors
Success Rate
74%
392 out of 533
profitable transactions
Average Return
68.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 12.92%
12-Month Return▲ 21.59%
YTD Return▲ 22.58%
Total Return▲ 121.72%

Best Trade

Opened at
Closed at-
Gain▲ 1338.37%

Bio

my main investment

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.13%
May 2025
▲ 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%
▲ 0.52%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 1.17%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 5.13%
▲ 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%▲ 0.52%
▼ 1.96%▼ 0.12%▼ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
8.74%
▲ 22.36%
20
Buy
Dec 15, 2025
Celsius Holdings
1.09%
▼ 3.04%
4
Buy
Nov 06, 2025
Exodus Movement, Inc. Class A
0.43%
▼ 44.06%
2
Buy
Oct 27, 2025
AC Immune SA
0.13%
▼ 15.60%
1
Open
Oct 27, 2025
Microsoft
7.52%
▲ 89.96%
28
Buy
Oct 09, 2025
International Business Machines
11.43%
▲ 123.92%
27
Buy
Oct 09, 2025
Procter & Gamble
0.2%
▼ 5.16%
4
Open
Oct 09, 2025
Coca-Cola
0.97%
▲ 8.82%
14
Buy
Oct 09, 2025
Air Products and Chemicals
0.89%
▲ 2.55%
6
Buy
Oct 09, 2025
Johnson & Johnson
0.54%
▲ 32.61%
6
Buy
Oct 09, 2025
AbbVie
2.1%
▲ 54.32%
10
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
1%
▲ 18.26%
7
Buy
Oct 09, 2025
Pfizer
1.49%
▲ 1.08%
7
Buy
Oct 09, 2025
Amcor
0.23%
▼ 3.72%
3
Buy
Oct 09, 2025
Beam Therapeutics
0.58%
▲ 10.42%
3
Buy
Oct 09, 2025
Colgate-Palmolive
0.11%
▲ 1.38%
1
Open
Oct 09, 2025
Protara Therapeutics
0.15%
▼ 6.06%
1
Open
Oct 09, 2025
Nvidia
17.5%
▲ 963.19%
24
Sell
Sep 30, 2025
Sapiens
▲ 44.14%
2
Close
Aug 18, 2025
Hess Midstream Partners
0.69%
▼ 14.53%
1
Open
Jul 29, 2025